In an interview with CNBC, founder and president of Greenlight Capital David Einhorn specified the two types of buybacks and detailed which one was good, and which one was bad.…
Making A Case For Including Tech Stocks In A Value Fund
Tech stocks—which are typically fast-growing and expensive—don’t usually belong in a basket of value stocks, but with the recent derating of some higher-multiple stocks financial managers now have an opportunity…
While Tech Stocks Are Hot, Cash Is Cool
Over the last 15 years, cash has fallen out of favor as it didn’t earn much and was a drag on portfolios while other assets soared. But now, cash is…
How To Sneak Into A Closed Fund
It can be frustrating to find a top-performing fund, only to learn it’s closed to new investors. According to Morningstar data that is cited in an article in Barron’s, there…
Malkiel: Enhance Index Investing With Tax-Loss Harvesting
Though Burton Malkiel, the author of the classic investing book A Random Walk Down Wall Street, has long favored passive management, he takes an active approach to enhancing a portfolio’s…
Jupiter Fund Manager Bets Markets Are Wrong On Fed
Top manager Mark Nash, who heads up the Jupiter Strategic Absolute Return Bond Fund, is betting against the market expectations that the Fed will cut interest rates in 2023 and…
Nvidia Surges, Rewarding Top Managers
Nvidia had an extraordinary surge last week, gaining 24% and rewarding a handful of active managers of well-known Large Growth funds who invested in the stock despite its high price,…
It’s Time To Buy Dividend Stocks
Dividend stocks are presenting a great buying opportunity, as the hype surrounding AI makes dividend stocks look old-fashioned, an article in Barron’s contends. As investors rush to buy tech stocks…
Earnings Guidance Is Incorrect 70% of the Time
While the pandemic disrupted businesses across the globe, money mangers still maintained their misguided confidence in their earnings forecasts, according to a recent paper from the University of Iowa that…
Value vs. Growth Is In The Eye of the Beholder
Sometimes value isn’t always easy to distinguish from growth, depending on what index you’re looking at, contends an article in CNBC. For example, most would classify Microsoft as a growth…