Investors looking for high-quality stocks to own for the long-term should consider investing in dividend stocks, particularly high-quality dividend stocks like the Dividend Aristocrats. To be a Dividend Aristocrat, a…
"Halloween Indicator" More Trick than Treat
In a recent MarketWatch article, columnist Mark Hulbert suggests that those buying into the so-called “Halloween Indicator”—that is, a six-month upside for stocks—may be disappointed. “That pattern is based on…
Loomis Sayles on Investors' Biggest Challenge
A recent article in Advisor Perspectives offers market insights from Dan Fuss, vice chairman of Loomis Sayles, who argues that climate change is now “the greatest challenge facing society and…
Value Stocks Not Left for Dead Yet
Although the value strategy has been “in crisis” of late, a recent Bloomberg article suggests, “let’s not take the panic too far.” It says, “Yes, on a relative basis, the…
Stock-Fund Performance Predictor is Powerful
A recent article in Morningstar discusses a powerful—yet widely unknown and unused– equity fund performance predictor that was introduced in a 2005 research paper and subsequently shared in the Journal…
Why Buffett is Sitting on Piles of Cash
A recent article in MarketWatch ponders the question of why Warren Buffett has chosen to maintain and even add to his massive cash balances. “One reason may lie in this…
The Foibles of EBITDA
A recent article in Institutional Investor examines EBITDA, earnings before interest, taxes, depreciation and amortization, a number commonly used in private markets for valuation purposes that can be “heavily inflated…
Behavioral Finance and the Investment Process
In a recent podcast by CFA Institute, Clare Flynn Levy shares insights regarding the role that behavioral economics plays in investment decisions and the experiences that led rought her to…
Is This Value's Moment to Shine?
There’s a “growing chorus on Wall Street for investors to look beyond the FANG momentum plays and more toward value stocks. In other words, investors are pulling a Warren Buffett.”…
Home Investing Bias Overrated
A recent Morningstar article reports that most U.S. investors have a home bias and suggests that “foreign stocks should represent a considerable portion of most investors’ portfolios.” “Home bias isn’t…