Wells Capital’s James Paulsen says that, with valuations low compared to historical standards, stocks could provide investors with double-digit annual returns over the next decade — if the Federal Reserve…
Category: Historical Lessons
Keeping Fears In Perspective
While many investors remain fearful of another stock market collapse, history indicates that their fears are likely overblown, according to Strategas Research Partners. Strategas’ research found that the S&P 500…
Arnott Still Sees Low Returns Ahead
While stocks have been climbing higher, fundamental indexing guru Rob Arnott of Research Affiliates hasn’t changed his outlook for the coming decade — and it’s not an optimistic one. In…
Nygren: Dividends Will Be Key
In his first-quarter letter to shareholders, top fund manager Bill Nygren of Oakmark says that he’s keying on companies that are putting their cash to work. “Corporations today have unusually…
The Pros and Cons of Different P/Es
When it comes to valuation metrics, Charles Schwab Chief Investment Strategist Liz Ann Sonders says beauty is in the eye of the beholder, and in recent commentary she reviews how…
Tilson Talks Valuations, Profit Margins
Top manager Whitney Tilson says the environment has become tough for value investors, but adds that he’s still finding some bargains out there. “This is not an ideal environment for…
Why Has Value Lagged?
The Brandes Institute has done some extensive research showing how, over the long haul, value stocks have beaten flahsier “glamour stocks”. Here, the firm’s managing director of investments, Ken Little,…
Fisher: The "Sit-On-Your-Hands" Approach
Kenneth Fisher says that if investors really want to help themselves, they should buy stocks — and wait. “What is the most common investor mistake?” Fisher asks in his latest…
The Zweig Approach: Growth Investing With A Conservative Streak
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Martin Zweig-inspired strategy, which has averaged annual…
Time To Shift Away From Junk Stocks?
The Federal Reserve’s quantitative easing and loose monetary policy continues to rule the day, allowing “junk” stocks to continue to outperform higher-quality shares. But that won’t last forever, says MarketWatch’s…