A recent CFA Institute article debates the notion that the value factor’s long stretch of poor performance is due primarily to the increase in the percentage of intangible assets as…
Dogs of the Dow Strategy Could Work in 2021
The stock picking strategy referred to as the Dogs of the Dow— that calls for buying the 10 highest-dividend-yielding stocks in the Dow Jones Industrial Average—was a bust in 2020,…
Four Books on Investing Recommended by Warren Buffett
A recent CNBC article recounts a conversation between legendary investor Warren Buffett and Better Booch Kombucha company founder and CEO Trey Lockerbie in which Buffett suggested that he reread Benjamin…
Considerations For Investors Seeking High Dividend Paying Stocks
Many stock investors seek out high dividend paying companies. Over time, dividends have been an important component of long-term stock returns and many investors, particularly investors drawing off their portfolios,…
A Cautionary Tale for Retail Investors: Robinhood’s $65 Million Fine
In December, the Securities and Exchange Commission said that the trading platform Robinhood was not forthright with customers on how it makes money and has fined the platform $65 million.…
Quants Trounced by Human-Run Hedge Funds in Covid Year
After a long stretch of being outperformed by computer-driven quant strategies, human stock-pickers won out in 2020 bolstered by “aggressive bets in technology and the flood of central bank money…
Research Finds That Most Managers Are Bad at Selling
A study conducted by data analytics firm Inalytics has found that selling stocks in response to company earnings announcements is nearly two-an-a-half times more likely to add value compared to…
The Recent Rally for Value Might Not Last
Value stocks have outperformed as the economy has emerged from recession, but the question remains whether the performance “has legs.” This according to a recent article in Barron’s. The strong…
Goldman: Gold Won’t Be Harmed by Bitcoin Popularity
Although Bitcoin may be “pinching some demand” from gold, Goldman Sachs says the “precious metal’s standing will endure.” This according to a recent Bloomberg article. “Gold’s recent underperformance versus real…
Breaking Down the Investment Strategy of Legendary Fund Manager Peter Lynch (Ep. 64)
Peter Lynch is one of the most successful mutual fund managers of all time. Lynch guided Fidelity Investment’s Magellan Fund to a 29.2 percent average annual return from 1977 until…