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Search Results for: factor

Time for Large Caps to Shine, Says Hulbert

December 3, 2009

…is an even greater factor than it is in down years, when many investors lose money and thus don’t need to offset gains. Hulbert provides data that backs up his…

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Siegel Says Rally Has Plenty of Room to Run

November 17, 2009

…a 14.4 P/E given the S&P’s current level. And early 2011 estimates are $89 per share, which makes for a P/E of about 12. Another factor to consider, according to…

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The Two-Pronged O'Shaughnessy Attack

November 13, 2009

…enough to make a 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…

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Reese: Looking at Lynch's Famous "P/E/G" Ratio

November 13, 2009

…(those growing at a 20% per year or greater clip), he didn’t factor in dividend yield, since they typically reward shareholders with growth in stock value, not dividends.” In the…

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Sonders, Hulbert: Inflation Fears May Be Overblown

October 23, 2009

…Hulbert Financial Digest, say a number of factors are conspiring against major inflation — for the short-term, at least. Sonders tells Forbes.com that sluggish demand continues to hold down spending,…

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Tilson Sees Surge in Defaults, Market Downturn

October 20, 2009

…should cut back and be more defensive for a couple months now, says he thinks the economic recovery will be weak, and one factor driving stocks lower will be unemployment….

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The Next Asset Bubble?

September 18, 2009

…the money supply so that it is now above where it was in the 1970s, writes Ray Unger for Wisconsin’s Capital Times. Trahan says the most critical factor in a…

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GMO: International Equities Promising, Govt. Bonds Dangerous

May 5, 2009

…are our animal spirits, and cycles of fear/greed, which are much harder to predict. Another factor complicating things: the sheer size of the oncoming fiscal stimulus. “One can argue about…

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The Bond Fallacy

May 1, 2009

…in 1985, it bought only a third as much bread as the same amount would have bought in 1965. Even when you factor in the coupons, the investor ended up…

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The Two-Pronged O'Shaughnessy Attack

April 3, 2009

…12-month sales that were at least 1.5 times the market mean. Size and market position weren’t enough to make a value stock attractive for O’Shaughnessy, however. Another key factor that…

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