In recent years, 85-year-old billionaire George Soros hasn’t done much investing of his own. He has instead focused on public philanthropy and public policy (and is a large contributor to…
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Guru Stock Screen of the Week: Finding Small Caps with the Lynch GARP Approach
This week, we bring you the Stock Screen of the week from Validea. On Validea.com, you can screen for stocks using the site’s Guru Stock Screener, which scores stocks based…
Are Stocks Cheap or Expensive?
Yale’s Robert Shiller and Penn finance professor Jeremy Siegel have long dueled over whether stocks are cheap or expensive, and Daniel Fisher, of Forbes, reviews the arguments in his recent…
To Bolster Returns Large Investors Will Have to Come Up the Risk Curve
Gone are the days when a conservative bond portfolio will provide a decent return. Low interest rates and a sluggish economy are forcing investors to accept higher risk to get…
Making the Most of Market Anomalies
David Larrabee, Director of Member and Corporate Products at CFA Institute, gave investors an insider’s thought from the 69th CFA Institute Annual Conference in his latest article. Empirical data suggests…
Will Value Stocks Ever Be Back in Vogue?
Maybe, but it seems the jury is still out. Data compiled by Bloomberg shows that value ETFs have taken in $5.5 billion in 2016, while growth ETFs have seen withdrawals…
Do Your Fund Fees Predict Success or Failure?
The expense ratio is the most proven predictor of future fund returns. Morningstar’s director of manager research, Russel Kinnel, notes that Morningstar’s research, academics, fund companies, and Jack Bogle all…
Greenblatt on Why Passive, not Active, is Best for Most Investors
“I think the big move now is from active [investing] to passive, and that’s good for most people,” says Joel Greenblatt, Managing Principal of Gotham Asset Management and the guru…
The Age-Old Relationship of Risk and Return comes into Question
“High risk, high reward” is the stock market’s version of “no pain, no gain.” But a closer look at the numbers sheds a slightly different light on this age-old tenet…
Margin of Safety: How Misconceptions Could Hurt You
NYU finance professor Aswath Damodaran focuses on myths associated with the concept of “margin of safety” (MOS) in a recent post on his Musings on Markets blog. MOS is thought…