…outlines the major tenets of the Lynch investment philosophy and the corresponding metrics used to evaluate stocks. Lynch believed in doing plenty of research before investing and sticking with companies…
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Peter Lynch's Long-Term Game
The legendary manager of Fidelity’s Magellan fund (in the 1980s) was big on doing plenty of research before investing, writes Validea CEO John Reese in a recent issue of The…
Validea's Model Portfolios
…20 stock model portfolios based on fundamental strategies of Wall Street greats More on Validea’s guru and consensus-based model portfolios More on Validea’s disciplined and consistent portfolio re-balancing approach …
Does Passive Investing Resemble Marxism?
According to a team at Goldman Sachs, says an article in this month’s Bloomberg, the rise of passive investing has the effect of “rewarding corporate directors more equally than the…
Morningstar Compares Research Data to Real-World Investing
…different than how most funds are constructed (by market capitalization). This “gives you a bit of an imbalance” with respect to performance, Bryan argues. Momentum investing: On paper, Byran says,…
Four High-Quality Picks with 3% Dividends
…how ROE is calculated, its implications and what levels make a stock attractive. He also addresses the importance of dividend yield and how investing guru James O’Shaughnessy viewed it as…
2017 Outlook Per Morningstar, Vanguard, and Others
…market returns over the next decade than it was a year ago, it’s still optimistic about investing overseas.” Vanguard—The firm’s economic team “describes its outlook for global equities as ‘guarded…
Bob Doll's 10 Predictions for 2017
…on 8.5 of his 10 predictions for 2016 and that, looking forward from an investor’s viewpoint, a “difficult investing environment requires selectivity.” When evaluating companies, Doll cites free cash flow,…
Ritholtz on the Foibles of Forecasting
Barry Ritholtz, columnist and founder of Ritholtz Wealth Management, offers insights on the “problems and investing risks of forecasting” in a recent Bloomberg View. He explains that, because people dislike…
Mauboussin on Active Vs. Passive Management
…edge.” The paper offers the following recommendations for investors: Index investing might be a better fit for those lacking the “time or sophistication to evaluate investment managers;” Dispersion is key….