…in part due to increased competition, is a driving factor behind the guidance change. Investors also may be nervous that Coach is in the process of changing up its business…
Search Results for: factor
Hedge Fund Guru: Stocks Are Still Cheap
…Reserve’s quantitative easing policies. Baron tells CNBC that stocks are attractive based on valuation alone, though he says the Fed’s dollar-devaluing efforts are certainly another factor to consider. Baron also…
For Most, No Time Is a Good Time for Stock-Picking
While stock correlations have been declining, several researchers say that doesn’t make the current environment any better for stick pickers — whose odds of success remain exceptionally low. “One factor…
Beating the Market with Growth ... and Value
…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…
The Trouble with Mean Reversion
…it challenging to tell in the moment where things stand. Rekenthaler says that when valuations stray to real extremes from a mean, that can still be a useful factor in…
Is It Skill, or Luck?
…high tracking error, which is sort of making a lot of factor bets. So it’s something that’s different than the portfolio via stock-picking but not making big factor bets,” he…
Why Has Value Lagged?
…discusses why value stocks have underperformed in certain markets more recently. Little says a big factor is that, because of macroeconomic concerns, investors have been willing to pay more for…
OSAM: Global Dividends Looking Very Attractive
…substantial discounts and higher yields than U.S. companies. Dividend yield has historically been a superior factor for stock selection in global markets. A global portfolio provides diversification of income generation…
Siegel: No Fear That Stocks Are Overbought
…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…
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…