…much better values, with exposure to structural growth in emerging markets,” he says. “You get lower-priced stocks, stronger corporate governance, and while emerging markets pick up, these companies are doing…
Search Results for: low-volatility funds
Top Bond Manager Sees Rates Going Lower ... and Lower
…to subnormal growth, decelerating inflation and lower long-term rates, Hunt says. He expects rates to stay very low for years to come, with the Fed and other central banks unable…
Fisher: Buyback Bashing Is Bunk
…that corporate investment has grown slowly during this economic expansion. But he says the reason for that is the Federal Reserve — not buybacks. By keeping interest rates so low,…
A Simple Accounting Strategy With Extraordinary Returns
…them (their share price multiplied by their number of shares). These are stocks that have very low expectations. Quite often, such firms have low book/market ratios because they are in…
Berkowitz Still Likes Those Unloved Financials
…AIG, Bank of America, and Fannie and Freddie are all still very good bets going forward. He also discusses how he’s able to withstand significant volatility in his concentrated portfolio….
How To Play The Liquid Alternatives Boom
…to a portfolio. He and Magnusen talk about why alternatives have become so popular lately, and Magnusen talks about why “unconstrained bond funds” are a good option for investors in…
Oberweis On How To Play The Mobile Boom
…market, for example, makes suppliers very reliant on those two firms’ fates. “The duopoly, however, is ending, as low-cost Chinese handset makers such as Lenovo and Xiaomi are taking share,”…
Canadian Stocks For The Gurus
…for example.),” Reese says. “I sub-advise two Canadian mutual funds and also run Canadian model portfolios picked with my Guru Strategy investment models, so I’ve gotten to see first-hand the…
Good Companies, Cheap Shares: How To Win With The Greenblatt Approach
…averaged annual returns of 10.7% since its late 2005 inception vs. 5.3% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from…
Rogoff: Jobs Market Closer To Capacity Than You Think
…Ambrosetti workshop in Italy that he is bullish on the U.S. economy despite weak wage growth and below-target inflation. He thinks recent economic data indicates that, while the jobs market…