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Search Results for: factor

Building an Investment Checklist

August 17, 2017

…you factor this notion into Berkshire’s shift, it all makes sense. Add to the mix that Berkshire’s balance sheet is cash heavy, and it only stands to reason that Buffett…

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A Practical Approach to Quant Investing

August 16, 2017

…PE ratio perform better than stocks selected using something else like Price/Sales or Price/Cash Flow? And can those factors be combined with other factors to produce better returns? Computer models…

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Research to Help Choose Between Active or Passive Investing

August 9, 2017

…investors to consider: Gross alpha expectation—the “ability to achieve successful outcomes through skill in selecting an active manager”; Cost of active management—”low cost is the most effective quantitative factor an…

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Lessons Learned from a Decade of Market Expansion

July 25, 2017

…a view.” Emotion is a powerful factor. Patterson argues how greed and fear were significant factors that led to the October 2007 peak and subsequent financial crisis. She suggests guarding…

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Bond Yields Will Probably Stay Low

July 13, 2017

…of the year. “The divergence in these expectations,” it says, “is a factor holding down bond yields by keeping the risk premium low or even negative.” Without sufficient inflation, the…

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Zweig: The Challenge of a Smaller Stock Pool

July 11, 2017

…example of factor investing, arguing that the historical performance of many factors “may have been driven largely by the tiniest companies—exactly those that have disappeared from the market in droves.”…

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Former FPA Manager – Bob Rodriguez – Shares Market Insights

July 10, 2017

…since the financial crisis?”: Rodriguez argues that the speed of news delivery is a factor. “I don’t believe that judgements have improved,” he says, “just the speed has accelerated and…

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Validea Hot List Newsletter: Spotlight on Guru John Neff

June 20, 2017

…important factor according to this market guru. We explain the Neff methodology, founded on the notion that “high-flying growth stocks with high P/Es were very sensitive to any disappointment compared…

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John Neff and Five Picks for the Low P/E Investor

June 16, 2017

…company to achieve in the future. This according to a recent Nasdaq article by Validea CEO John Reese. The expectation factor, writes Reese, “was paramount for Neff, who found that…

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Hulbert Says Momentum Investing Lives

June 12, 2017

…the momentum strategy has permanently stopped working.” Another factor, writes Hulbert, is that a momentum strategy would “stop working only if its underlying causes disappeared.” One such cause, he notes,…

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