A recent study has found that male stock analysts tend to be biased toward public companies headed by men as opposed to women, according to a recent article in The…
Bob Doll Says Economy Presents Risk to Stocks
More so than politics, the current economic landscape could pose problems for the stock market, writes Bob Doll in a recent Barron’s article. Nuveen Asset Management’s chief investment strategist contends…
Ritholtz Says Stock-Picking is Still Alive if Not Kicking
Active fund management has been losing followers but isn’t going away entirely, writes Barry Ritholtz in a recent Bloomberg article. While stock-picking has seen a host of changes, he offers…
Combined Risk and Defensive Strategy for Investors
Investors are faced with the decision, as described in a recent Barron’s article, of whether to “bet big on the bull case—and leave themselves exposed if it doesn’t materialize,” or…
Hulbert Shows How the Market May Be Undervalued by One Measure
A finance professor at Cornell University has introduced yet another stock market valuation indicator and has found it to be more accurate than many others, including the Shiller PE (also…
Active Fund Performance Improved in Recent Months
Morningstar data shows that, in February, actively managed mutual funds posted their first month of positive net inflows since April 2015, according to an article in The Wall Street Journal.…
Shiller Says Market Valuations Warrant Caution
Nobel Laureate Robert Shiller writes in a recent New York Times article that “today’s CAPE is sending a troubling message,” noting that the market valuation ratio he developed (which now…
Dalbar: Average Investor Underperformance Reflects Emotional Investing
The annual study published by financial research firm Dalbar reports that the average investor in U.S. stock mutual funds earned 7.3% last year versus the S&P 500’s 12% return. This…
Book Value - A Buffett Favorite, But Far From Perfect
Article Summary Warren Buffett reports Berkshire’s book value in Berkshire’s Annual Letter, but Buffett admits it is not perfect in determining the value of a firm. The price-to-book ratio is…
Fundamentally Strong Picks for the Contrarian Investor
The Citigroup Economic Surprise Index, which measures how current economic data is comparing to expectations, is on the rise along with investor confidence regarding the expanding economy, writes Validea CEO…