…other ways to now play the healthcare sector. “Explosive returns over the last four years have attracted hedge funds and retail investors alike to biotechnology stocks, but soaring stock valuations…
Search Results for: low-volatility funds
Should You Use Dividend Yield As A Value Metric?
…investors (especially older ones) have needed more income in this low rate environment, and have bid up the valuations of high yielders.” O’Shaughnessy says that all this has a number…
The Risks Of (Over-)Diversification
…lagging the 16.2% for all 2,426 U.S. stock funds. So, he looks at a handful of focused funds that he likes. Among them: Donald Yacktman’s AMG Yacktman Focused and Chuck…
Feeling Jittery? Get Defensive
…were or better than they were during the bull market that preceded the Great Recession. Low gas prices are providing a sort of tax cut for consumers. The manufacturing and…
Romick Sees Some Value In Big Tech, Russia, and Little Else
…a seller’s market,” Romick writes in his Q2 client letter (h/t ValueWalk). “Private equity firms have been refinancing their debt at historically low rates and/or reducing their ownership stakes for…
Rogers: Wait To Buy Oil
…low, there’s a second test of the lows,” Rogers added. “Right now you’re getting that second test in oil. I suspect that it will pass the test, or at the…
Why Fixed-Income Still Merits A Place In Your Portfolio
…place in investors’ portfolios. In an interview with WealthTrack, Ryon says that bonds and other assets besides stocks may be offering low yields, but they provide diversification that is important…
Muhlenkamp Sees Few Values, Lots of Margin Debt
…2 recessions and bear markets, is extremely high. “We think it’s being heavily driven by low interest rates and has more to do with hedge funds (and companies) borrowing to…
Doll: Expansion Likely Has Years Left
…the second half of this year, thanks to employment and wage growth and the continuing benefit of lower gas prices. He thinks the economic recovery could set a record for…
Winters: Beware Index Fund "Mania"; Focus on Value
Index funds have been all the rage in recent years, with their low fees and easy format appealing to many investors. But mutual fund manager David Winters says they have…