The usually low-profile Stan Druckenmiller, who was one of the best hedge fund managers of the past few decades, is speaking out about entitlement programs, saying that runaway spending on…
Search Results for: low-volatility funds
Buffett On Uncertainty, Dividends, and More
…earn S&P returns by buying a low-cost index fund.” Buffett also addresses the issue of why Berkshire doesn’t pay a dividend. He says the firm’s “first priority with available funds…
The Piotroski-Based Model: How To Invest Like An Accountant
…stocks that have very low expectations. Quite often, such firms have low book/market ratios because they are in financial distress, and investors wisely stay away from them. On certain occasions,…
Why The "Great Rotation" May Not Be As Bullish As You Think
…rise when investors shift from bond funds to stock funds, “almost all of that increase is reversed within four months’ time.” And he cites another interesting recent study showing that…
Value Investing Success Hinges On Discipline
…value investor, it isn’t enough to buy cheap stocks or the funds that own them. You have to stick around until the market recognizes their worth,” Zweig writes. “As Mr….
OSAM: Global Dividends Looking Very Attractive
…Travis Fairchild write in a research paper available on the firm’s website. At the end of 2012, the figure was just 2.0% — an all-time low. Stanhope and Fairchild look…
Grantham on a Low-Growth, Overpriced Environment
Equities and other assets have become overpriced (to varying degrees) just about everywhere you look, GMO’s Jeremy Grantham says in his latest quarterly letter. “Courtesy of the … Fed[‘s] policy,…
Sonders on "Rational Exuberance"
…of money into stock funds has been significant, it represents only a fraction of the money removed from stock funds by retail investors over the past few years. Short-term sentiment…
What It Takes To Be A True Value Investor
…says Apple shares are worth $600, about 30% more than their current price, based on his analysis. While the firm’s recent earnings report, which showed low growth and compressed margins,…
Tilson On His New Strategy
…volatility levels haven’t been this low since before the financial crisis in early 2007 — so high-conviction long ideas are few and far between right now. I’ve been doing a…