…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 to have cash flows…
Search Results for: factor
Mobius on How to Invest in China
…Mobius writes on his blog. “One key factor that I would like to stress is that, as equity investors, we look at individual stocks rather than the market as a…
Grantham Growing Bearish
…the world,” Grantham tells MarketWatch. “This could be a bigger factor for other countries than we had counted on.” Grantham had previously had said he thinks equities are overvalued, but…
Yacktman Sees Shift to Higher-Quality Stocks Coming
…selecting securities one at a time, emphasizing businesses that have a strong market position and relatively stable profit margins.” Price is also a key factor, and the funds will also…
Reese: Value or Growth? Use Both
…sometimes a minus — in the value equation.’” “What Buffett understood was that the rate a company is growing is just one factor you should use to assess its value,”…
Herro: There's Value in Japan
…management teams are being more efficient and are boosting shareholder returns through dividends and stock repurchases. Another factor: Japan has the oldest population among developed countries, and the world’s longest…
Ritholtz Likes Telecoms, Wary of Gold
Barry Ritholtz of FusionIQ and The Big Picture blog has been moving back into stocks, and says a “Don’t Fight The Fed” viewpoint is a big factor in his moves….
After 20 Years of Beating Market, Danoff Talks Strategy
…has been a factor in his success. “I’ve been able to see more stories, more industries,’’ he says. “I’ve never had to own something because it was in my [fund’s]…
The Double-Barreled O'Shaughnessy Approach
…position weren’t 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…
Grantham on Deflation, and the Remarkable Cheapness of High-Quality Stocks
…prices, which seems quite likely, the downward pressure on prices from weak wages and weak demand seems to me now to be much the larger factor,” Grantham writes in his…