…about week-to-week moves. Look ahead two years.” Mario Gabelli, Chief Investment Officer, Gabelli Funds, maintains a positive outlook regarding the president’s plans for infrastructure spending, lower taxes and increased military…
Search Results for: low-volatility funds
Focus on the "Known Knowns" When Investing
…high marks from our Peter Lynch-inspired stock screening model based on its exceptionally low leverage (debt-equity ratio of 0.09%) and positive earnings-per-share of $2.65. Our Joel Greenblatt-based model likes the…
John Neff and Five Picks for the Low P/E Investor
For legendary investor John Neff, who managed Vanguard’s Windsor Fund from 1964 to 1995, a stock’s price-earnings ratio represented a measure of what level of growth investors are expecting a…
John Bogle Shares Thoughts on Professional and Business Values—Part 5
…he has offered his clients over the years: Invest you must. Bogle says that the failure to earn a sufficient return is a bigger risk than short-term volatility in the…
Indexing Beats Smart-Beta Track Record
Many smart-beta funds– which develop portfolios focusing on various factors such as low volatility, value, or momentum– have underperformed the market, especially after accounting for fees and expenses. This according…
Hulbert Says Momentum Investing Lives
…profitability of momentum investing. “Momentum works best when market volatility is low,” writes Hulbert, “and periods of high volatility tend to be clustered together.” He explains: “This means a trader…
John Bogle Shares Thoughts on Professional and Business Values—Part 2
…pressures that Bogle argues impedes the balance between profession and business: New technologies: The lower costs associated with today’s computer-driven securities trading as well as robo-advisor products “which use technology…
Specialization Key to Becoming a Successful Value Investor
…Inc. (CFX) is a Vancouver-based pulp and paper company that carries a low price-sales ratio and a reasonable price-earnings ratio. Western Forest Products Inc. (WEF), also headquartered in Vancouver, scores…
Relatively Calm Emerging Markets Attracting Investors
Emerging markets—long considered turbulent–are seeing the lowest volatility they have in three years, which is attracting funds and bolstering returns. This according to a recent article in The Wall Street…
Warning to Index Fund Investors
The more investors index, the higher the costs for those that don’t, according to a recent MarketWatch article. The benefit of indexing–lower costs and higher long-term returns—only exists, the article…