…too much. John Neff was a self-described ‘low-P/E investor’ but he also wanted companies to be growing earnings at a nice, sustainable pace (my Neff-based model looks for growth between…
Search Results for: low-volatility funds
Bogle: Stocks Should Beat Bonds in Next Decade
Vanguard founder Jack Bogle tells Morningstar that he thinks stocks will outperform bonds over the next decade — but that investors need to be able to deal with volatility if…
Doll Makes a Bullish Case
…fundamentals are sound: Manufacturing levels are up and interest rates and inflation are low,” he writes. “The broader economy’s recovery is also finally translating into meaningful employment improvements — recent…
Top Fund Manager Says Plenty of Firms Offering Nice Margins of Safety
…says that despite the recent market volatility, his fund remains fully invested in stocks. And he says companies in a number of different sectors are offering attractive “margins of safety”….
Berkowitz, Grantham, Other Gurus Offer Top Picks
…hard by the 2008 financial crisis, Hartford is now in good shape, Akre says. “It’s an interesting, low-risk, decent turnaround play in a market with a lot of uncertainty,” he…
Gross, Krugman: There's Danger in Tightening Now
…conditions (including relatively low debt as a percentage of GDP, the ability to produce low/negative short-term policy rates and constructively direct fiscal deficit spending towards growth positive investments) could be…
Siegel: Don't Forget the Dividend
…that tech stocks and very-low- or no-dividend stocks are the worst performers. … My historical studies have shown that they’re not a big winning sector for the economy and for…
The Neff Approach: Low P/Es and Strong Yields Make for Big Profits
…lower expectations — tended to outperform, because any hint of improvement exceeded the low expectations investors had for them. Similarly, stocks with high P/Es often flopped, because even strong results…
Kass: Volatility Distracting Investors from Positives
Columnist and money manager Doug Kass tells CNBC that the recent market turbulence is distracting investors from good news about the U.S. economy, and that high-frequency trading has “so screwed…
Hussman: These Dips Don't Offer Much Opportunity
Despite the market’s recent struggles, John Hussman — whose funds have some solid long-term track records — isn’t seeing a great opportunity to “buy on the dip”. “My impression is…