…the long haul. “Marrying very, very good valuation factors with momentum — that’s a great way to look for great stocks on a both short- to intermediate-term basis,” he says….
Search Results for: momentum
Reese on Momentum and Value Working Together
In his latest article for Canada’s Globe and Mail, Validea CEO John Reese says that, while many of history’s greatest investors have been value-focused strategists, momentum can also be a…
Hedge Fund Chief: Asia Offers Big Opportunities for Value Investors
…because the prices vary significantly. Sometimes they’re cheap, and sometimes they’re pretty expensive. Since it is such a momentum, growth driven market, these companies will get popular for a period…
Hussman: It's Still a Secular Bear
Top fund manager John Hussman remains quite bearish on the broader market, saying that investors who try to ride the market’s recent momentum are getting close to “ensur[ing] themselves maximum…
Tilson Sees Economy "Muddling Along"; Playing Defense with Portfolio
…and Berkshire Hathaway, both of which he’s especially high on. On the short side, he’s finding an opportunity in SalesForce.com, which he categorizes as a “momentum stock priced for perfection”….
O'Shaughnessy on How Inflation Impacts Stocks, Bonds
…4.9% annually; In high inflation climates, bonds have lost 3.1% per year, while stocks have gained 1.9%; In high inflation climates, the top decile of strong momentum stocks has gained…
Yacktman Managers Talk Strategy, Mindset, and Value
…all to technicals, relative strength, momentum or chart patterns. Determining a forward rate of return is key for the Yacktman managers, and they offer some insight into how they do…
Nygren: Growth & Value Not an Either/Or
…are not opposite ends of the spectrum — value investing and momentum investing are at opposite ends.” “A value investor needs to be able to assess the value of many…
A Guru-Inspired Look at Top Canadian Stocks
…on the market conditions, it may be more profitable to be a growth investor, in others a value investor. In some cases, it might work to be a momentum investor,…
Tilson: "Froth" Making for Opportunities
…of optimism across the market and, in particular, a speculative orgy among the most popular momentum stocks, which ripped upwards, irrespective of valuation,” Tilson writes in the letter, which is…