…business’s expectations regarding what might happen. “This isn’t unlike the world of investing,” he says, because “expectations are often what drive investor behavior and, subsequently, shifts in share value.” Reese…
Search Results for: investing greats
Value Investors Must Accept Stretches of Underperformance
…West, the article says, “people are focused on having good short-term returns and less on the big picture, which makes it difficult to embrace value investing.” Watts cites quality as…
Quant Strategies Are Not Magic
…article. Reese argues how quant strategies shouldn’t be considered a magic bullet, but rather a tool to thwart an emotional approach to investing. He underscores the advantage of the type…
Jason Zweig Says Active Managers Also Underperform in Down Markets
…a comeback.” The article cites data provided this month by Bank of America Merrill Lynch that shows “63% of active fund managers investing in large U.S. stocks outperformed their benchmarks…
Fundamental-Based Investing and Five Stock Picks
…on industry and sector trends as well as the details of company financials. Keep cool: Harkens to Buffett’s stance against emotional investing. Reese identifies five stocks that earn high marks…
Fool's Gardner on Active Versus Passive Investing
…but not because it’s impossible to be successful through active investing. Active investing, he explains, is a non-starter for many people because they aren’t interested in the process, in getting…
Columbia's Bruce Greenwald on Value Investing
When Columbia professor Bruce Greenwald first arrived at the university, value investing wasn’t terribly popular, but he was convinced it was a much better approach. This according to a recent…
Rob Arnott Says U.S. Stock Valuations Are a Worry
…argues, is “not bad,” and emerging markets, at around 11 times earnings, is “cheap.” He refers to emerging market stocks as the “low hanging fruit in world investing today.” …
Ken Fisher's Price-to-Sales Ratio and Super Stock Picks
While investors and the media focus on a stock’s PE ratio, investing guru Kenneth Fisher affords more attention to the price-sales ratio as a valuation measure, writes Validea CEO John…
Rob Arnott Questions Use of the Smart Beta Strategies He Pioneered
…recent article in The Wall Street Journal. Arnott, known by many as the “godfather of smart beta,” says the popularity of some passive-investing strategies are making them expensive, and has…