…the 2007-08 crash leverage and liquidity were not considered risky on subprime bonds,” he explains. “After all, the beta of these bonds was relatively low, despite the garbage they were…
Search Results for: low-volatility funds
Reese on Stocks the Big Guys Like
…institutional investors added more than $13 billion to world equity funds in June and July while many individual investors were running from stocks.” The trend isn’t a big surprise given…
Sonders: Double-Dip Still Unlikely
…has increased throughout the summer, we remain relatively optimistic that economic growth will remain positive (albeit low) and that from a sentiment and valuation perspective, the stock market appears relatively…
Little-Known Guru Generates Big Profits
…cent of the market based on their book-to-market ratio, meaning that the price investors ascribed to these companies was relatively low compared to the value of their hard assets. “[But]…
The Double-Barreled O'Shaughnessy Approach
…averaged more than 7% annualized returns since its inception more than seven years ago, over a period in which the S&P 500 has returned about 1% per year. Below is…
Fisher on the Perils of Market Timing
In his latest Forbes column, Ken Fisher says that fund investors who try to time the market play a dangerous game. “Plenty of funds have fine long-term returns despite being…
Oberweis Likes Chip Stocks
…severe economic downturn, these stocks were crushed,” he says. But while spending began to rebound in 2009 and many capital equipment stocks have more than doubled off their lows, “price/earnings…
Reese on How to Find "Enduring Moats" Like Buffett
…and its famed cola has become enmeshed in our culture and lexicon.” Other types of moats include being the low-cost producer in an industry, or having exceptional product quality, Reese…
Hussman: Market Still Overvalued
…over the long haul, he says. “We continue to observe a clear deterioration in leading indicators of economic activity,” Hussman writes in his latest market commentary on Hussman Funds’ web…
Top Mid-Cap Manager Talks Strategy
Michael Lippert, whose Baron Opportunity Retail fund is in the top 12% of mid-cap growth funds over the past year, and the top 4% over the past five years, says…