…reinvest their free cash into the business rather than paying dividends. And he discusses how investing in companies with good growth, high returns on capital, strong balance sheets, and good…
Search Results for: investing greats
AQR Takes On "Momentum Myths"
Momentum stocks have taken a hit recently, but those who say that indicates momentum investing is not a profitable long term approach are dead wrong, say the authors of a…
Reese On Investing In Retailers In A World With Less QE
In his latest column for Seeking Alpha, Validea CEO John Reese says that the end of the Federal Reserve’s quantitative easing effort means investors should be careful about which retailers…
Lo On Buying Low
…develop ways to help correct those mistakes. He says the process is designed to understand when humans’ investing instincts are helpful, and when they are damaging, and learn from that….
OSAM On How To Beat The Tax Man
Often times, investors overlook a key part of portfolio management when buying and selling stocks: tax impact. But in a recent research report, quantitative investing guru James O’Shaughnessy’s firm offers…
Defending Buffett, Part I ...
…that surprising given that Buffett’s penchant for investing in high-quality, steady stocks — and for holding a decent amount of cash — should be a drag on returns during the…
Royce: High-Quality To Outperform
…“very very good”, but that speculative sections of the market are overpriced. And he talks about why he thinks day-to-day economic headlines are distracting and irrelevant to good investing. [youtube=http://youtu.be/EgNXR3HigWY]…
The Fisher Approach: The Price/Sales Ratio -- and Beyond
…Neff all used the ratio differently, they and many others agreed that the ratio itself was a key to finding bargain-priced stocks. The investing public and media seem to share…
Why Greenblatt Altered His Approach
While he hasn’t changed his general value investing approach, hedge fund guru Joel Greenblatt has changed the way he implements that strategy. The reason? Many investors just can’t handle the…
More than Just M&A Targets
…Canada’s Globe and Mail. “But be careful: Investing in a company simply because it’s a takeover target can be dangerous. Many of the rumoured targets end up not being acquired.”…