Cheap stocks with higher return on equity and lower leverage have outperformed other small stocks, based on comparing the portfolios of deep value small-cap funds (such as Aegis Value, down…
Paulsen Urges Shifting More Towards International Stocks
US investors should start considering a heavier weighting to international stocks, according to James Paulsen of Wells Capital Management. Paulson, who is chief investment strategist at Wells, says that a…
Bridgewater's Dalio Worries about Fed's Effectiveness in Next Downturn
Ray Dalio, the founder of one of the world’s largest hedge funds, believes that monetary policy going forward will be less effective than in the past. He says that the…
Bridgewater's Dalio Worries about Fed's Effectiveness in Next Downturn
Ray Dalio, the founder of one of the world’s largest hedge funds, believes that monetary policy going forward will be less effective than in the past. He says that the…
Dividend Stocks Loved By Strategies of Legendary Investors
In his latest Forbes article, Validea.com CEO John Reese looks at 5 dividend plays that offer much more than just dividends. Reese looks at dividend investing as it relates to…
Value Investing Advice: Take Time Out for “Calm Contemplation”
Value investor and author Guy Spier discusses his philosophy on investing, which includes taking a long term perspective, not reacting to news and pundit predictions and keeping an arm’s length…
Overcoming Recency Bias Important to Investing Success
Recency bias, which is the tendency to overweight recent experiences, is a pitfall that many investors face. This article in the latest issue of Financial Planning gives some good examples…
High Conviction Buybacks = Superior and Consistent Long Term Returns
The team over at O’Shaughnessy Asset Management (OSAM) conducted a study of corporate stock buybacks going back to 1987 and the research shows that firms who engage in high conviction…
Binary View On the Markets is Not the Best Long-Term View
Morgan Housel of The Motley Fool looks at twenty different corrections or bear market periods since 1947 while at the same time examining the market’s long term growth over that…
Is it Time for Value Stocks to Shine?
The relative underperformance of value stocks (low P/E, low P/B) stocks could come to an end soon according to this Barron’s piece. While growth stocks typically outperform value in periods…