…start to peak, with the full cost of an incremental barrel of traditional oil again becoming the main factor in oil prices. “This is believed to be about $80 today…
Search Results for: factor
McLennan: Patience Is Key
…factor. McLennan talks about how he likes firms that deal in “scarcity” — either in terms of the products they deal with, or in terms of having business models that…
Despite Valuations, Shiller Sticking With Stocks
…big factor in the market, but he also says that oil prices are not a random walk. He says that , given how far they have fallen, it’s reasonable to…
Value or Momentum? How 'Bout Both
…combining value and momentum into a single factor, giving weights from 0-100 for both value and momentum factors—so, for example, a 50/50 combination gives equal weight to a stock’s momentum…
Trahan On Why Small Caps Have Lagged -- And Why They're Going To Take Off
…the US economy’s relative strength compared to the rest of the world has been a very bullish factor, Trahan says. In fact, he says that the US budget sequestration and…
Quality Investing Works -- If The Price Is Right
…provide the boost to returns you might expect. (H/T Stingy Investor) Kalesnik and Kose examined the performance of stocks picked using dozens of different “quality” factors (such as return on…
Mauboussin On "Hitting .400" In Today's Investing World
…has leveled the playing field in that regard. But that means the other piece — luck — becomes a greater factor in the difference between the performance of investors, he…
Fisher On A Bullish Political Factor
While 2014 has been a mediocre year for stocks, Kenneth Fisher says he expects things to heat up later in the year thanks in part to the Presidential Election Cycle….
The Real Solution To The Fed's Bubble-Making Problem
While most strategists talk about risk as a static factor, emerging research indicates that people’s penchant for risk-taking is quite changeable from moment to moment — and that may have…
Blending Growth And Value With The O'Shaughnessy Approach
…value stock attractive for O’Shaughnessy, however. Another key factor that was a great predictor of a stock’s future, he found, was cash flow. My O’Shaughnessy-based value model calls for companies…