Ed Perks, whose Franklin Income Fund is in the top 2% of funds in its class over the past five years and the top 4% over the past ten years,…
Search Results for: low-volatility funds
Miller Talks Risk Aversion, Active Share, And Housing
…that is, his or her portfolio looks very different from the market,” he says. With hedge funds focused on minimizing volatility rather than maximizing returns, Miller says that “the opportunities…
Why High Small-Cap P/Es Might Not Be So Bad
…column. “Unfortunately, the market averages only 8% annually. Other than raising taxes to increase contributions, the most realistic scenario is for the funds to bet it all on black —…
After 68% Gain in '13, Lynch Model Likes These 10 Stocks
…for its stock. To Lynch, PEGs below 1.0 were signs of growth stocks selling on the cheap; PEGs below 0.5 really indicated that a growth stock was a bargain. To…
Rosenberg: Rate Hike Impact A Ways Away
…usually a good three years after that initial Fed volley, with the shortest lag being a year-and-a-half in the late 1960s.” Rosenberg says the Fed funds rate usually has to…
One Country And Four Sectors Robert Shiller Likes Now
…technology. And he says he’s particularly high on one country because of its low CAPE: Italy. Shiller also talks about the housing market, which he says is more momentum-driven than…
Don't Forget The Crisis
…Liam Pleven of The Wall Street Journal. In 2013, they report, investors put a net of $172 billion into equity mutual and exchange traded funds, more than the net total…
Oberweis On What People Get Wrong About China
Newsletter guru Jim Oberweis, whose China fund is in the top 1% of funds in its class over the past one, three, and five years, according to Morningstar, says investors…
Hussman: Margin Argument Doesn't Hold Water
…able to maintain revenues while paying a very low share of income to labor and taxes.” He adds, “The role of international activity on profit margins is strictly secondary.” As…
Ritholtz: Outcomes Sell, But Process Wins
…used to achieve it. It is not controllable. You can blow on the dice all you want, but whether they come up ‘seven’ is still a function of random luck….