…the main factor will be a rise in multiples. People will grow weary of near-zero yields on money market funds and low bond yields, and begin to realize that the…
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Hot List: Embrace The Fear
…fears in the market, and why they aren’t deterring him from buying stocks. Excerpted from the Jan. 18, 2013 issue of the Validea Hot List newsletter Fear Factor The 2013…
Doll: Fading Euro Fears To Help Stocks in 2013
…“muddle through” this year, while earnings will be good (though not great) and valuations will rise a bit. He thinks a big bullish factor is the waning of fears of…
The Lynch Approach: Growth, at a Reasonable Price
…(HUM) The Stomach’s The Key While it’s not a quantitative factor, there is another part of Lynch’s strategy that was a critical part of his success, and it’s one that…
Fisher: Don't Fear The "Fiscal Rolling Plain"
…fall and will do what they were going to do anyway,” he says, noting that a myriad of factors besides tax rates in one country impact the market. Overall, Fisher…
Growth Or Value? How About Both
…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…
Shiller Not Convinced Of Housing Turnaround
…isn’t sure there’s enough right now. “It could be [a bottom]. It’s a real possibility. I just don’t know,” Shiller says. One factor that makes Shiller hesitant is the amount…
The Lynch Strategy: Still Beating the Market Two Decades after Magellan
…Apollo Group (APOL) The Stomach’s The Key While it’s not a quantitative factor, there is another part of Lynch’s strategy that was a critical part of his success, and it’s…
Little-Known Manager, Huge Returns
…unpredictable. Long-term, the deciding factor of stock price, as always, is value. Going forward, the fund strives to find at least some of the undervalued stocks when they become available…
OSAM: Shareholder Yield Surpasses Dividend Yield
…very well internationally, investors in U.S. stocks should instead focus on shareholder yield, a factor we have long advocated that has provided considerably stronger returns for U.S. stocks for more…