Top fund manager David Herro says discipline and longer-term thinking are keys to successful investing. “You have to be grounded, first of all,” Herro tells WealthTrack’s Consuelo Mack. “You have…
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Five Magic Formula Stocks for the Year Ahead
…five-and-a-half years. “Greenblatt’s two-step approach is simple, but that doesn’t mean it’s easy to use,” Reese writes. “That’s because, like Warren Buffett, Greenblatt realized that in the investing world, simple…
The "Seven Immutable Laws of Investing"
In a recent white paper, GMO’s James Montier takes an interesting look at what he says are “The Seven Immutable Laws of Investing”. The first rule, on which Montier spends…
Greenblatt on Value, Time, and Discipline
…market should be harder than ever. “But there is one area that has actually gotten even better over time: the long-term investing horizon,” he says. “What I tell my business-school…
Demographics, Growth, and Stock & Bond Returns
…Children are not immediately helpful to GDP, and may contribute negatively to stock and bond returns, as parents are likely disinvesting to pay their support; Young adults (age 15-49) are…
Tilson Sees Economy "Muddling Along"; Playing Defense with Portfolio
…A year ago, Tilson says, he was on the offensive in terms of investing. “Now,” he says, “we’re playing defense, as we trim both our long and short exposure and…
Winters Looks Overseas; Growing More Concerned About Inflation
…going to protect your current purchasing power and make it grow in the future?” One way he appears to be doing so is investing in gold-mining stocks, according to InvestmentNews….
Apple vs. Microsoft, By the Numbers
…and value investing.” Reese explains why his Martin Zweig-based growth strategy is currently quite high on Apple’s shares, and why his value-oriented Warren Buffett-based model likes Microsoft. To see the…
The O'Shaughnessy Method: Growth and Value
…that James O’Shaughnessy has written the book on quantitative investing strategies might be an exaggeration — but not much of one. Over the years, O’Shaughnessy has compiled an anthology of…
Study: Emerging Markets Offer Diversification -- But Not Through Funds
In recent years, throngs of investors have piled into emerging market exchange-traded funds, with many seeking to diversify their portfolios by investing in a broad swath of emerging market companies….