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Search Results for: low-volatility funds

Some Tasty Stock Picks in Organic Foods

July 20, 2016

…purchased organic meats company Applegate Farms in May 2015 for $775 million. Our Warren Buffett investment methodology likes HRL’s earnings predictability and growth as well as its low leverage, and…

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Shopping for Dividend Yield Without the Traps

July 19, 2016

While high dividend yields (yield defined as dividend divided by stock price) are appealing, they become less so if they’re a function of a low stock price that reflects underlying…

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Gundlach and Others Offer Market Perspective

July 18, 2016

…be able to get his protectionist ideas through Congress. If so, then it would exacerbate market volatility, and Oberweis advises buying “insurance in the form of puts on the S&P…

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Oakmark’s Bill Nygren Talks Value

July 15, 2016

…that fixed-income investors have gone for “low-risk business models with limited growth that pay out most of their earnings through dividends.” He does have some appetite for oils stocks, however….

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Remember Ritholtz's Advice During Next Market Sell-Off

July 14, 2016

…that “markets have on average swung 2 percent up or down once every 11 days since the year 2000”. Therefore, he asserts, the volatility in the wake of the Brexit…

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Siegel Says Stocks Will Higher

July 13, 2016

…in part to lower oil prices. However, he contends that earnings may be primed to rise by 10 to 12 percent as the global economic environment continues to stabilize, and…

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Looking for Value in Un-Love Small Cap Stocks

July 13, 2016

…the company’s liquidity, low leverage and strong earnings-per-share, and our Lynch-based model gives high marks for the price-earnings-growth ratio of 0.47 (under .50 is considered the best case scenario. Marcus…

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The Passive Investing Tsunami in ETFs Continues

July 12, 2016

…is low cost. The average cost for passively managed funds last year was 0.18 percent versus 0.78 percent for actively managed funds (primarily mutual funds). ETFs offer more flexibility because…

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There’s a Hole in the CAPE Ratio

July 12, 2016

…regression results in an extremely low return forecast (1.9%) and a low R2 (.21) as outlined in the following chart: Note: R2 (in parentheses below the return percentage) represents the…

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Bargain Shopping in Europe

July 8, 2016

…billion. Robust earnings growth (13.96%) and best-case P/E/G ratio (0.39). Free cash flow-to-price ratio of 35.37% a bonus. Cash flow per share of $3.15 is more than double the market…

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Recent Original Research
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Peter Lynch stands among the most celebrated fund managers in financial history, transforming Fidelity's Magellan Fund from a modest $18 million portfolio into a colossal $14 billion powerhouse during his tenure from 1977 to 1990. His extraordinary...
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In today's fast-changing and highly competitive business environment, companies with strong economic moats offer attractive prospects for long-term investment success. These firms possess enduring competitive advantages—including powerful network effects, high customer switching costs, operational excellence, or unique...
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