…70% off its March 2009 lows, Nygren says valuations at that point were incredibly low. “Most of the time, we are buying stocks at 60% of what we think they…
Search Results for: low-volatility funds
Bogle Sees Stocks Doubling Bonds in Next Decade
…stocks in the coming decade, Bogle doesn’t think investors should load up on stocks, because most can’t handle the short-term volatility. “Stocks should do about twice as well as bonds…
The Graham Strategy: Still a Winner after 60+ Years
…averaged returns of more than 16% per year since its inception more than six years ago. Below is an excerpt from today’s newsletter, along with several top-scoring stock ideas based…
Sonders Remains Optimistic
While some have been concerned about the low volume and lessened volatility in the market of late, Charles Schwab’s Liz Ann Sonders remains upbeat on stocks. “The grinding-higher [market] action…
Ellison Continues to Find Attractive Financials
David Ellison, the fund manager and Peter Lynch disciple who sidestepped much of the financial sector meltdown and then turned bullish on the sector shortly before the March 2009 low,…
Forester Sees Problems Ahead
…be,’” Forester said. “And I just don’t agree with that.” The article offers a look at Forester’s broad strategy, which has helped him outperform most other funds in his category…
Hussman Defensive as More Credit Woes Loom
…are two distinct sets of concerns here, one that would exist even in the absence of credit concerns, and the other that directly involves those concerns.” Hussman, whose funds have…
Yacktman Loaded Up on High-Quality Stocks
…PepsiCo. Looking at the stock market like a bond market, Yacktman says that a year ago, spreads between high- and low-quality stocks were such that taking more risk on lower-quality…
What to Expect in a Bull's Second Year
…has mirrored a pattern common to every bull market since 1949, according to Standard & Poor’s Equity Research.” That pattern involves small- and mid-cap shares beating large-caps; low-quality stocks beating…
The 10-Year P/E & Portfolio Strategy
…11.54 or lower. For the lowest quartile periods, the average annualized return was 17.03%. None of those three-year periods featured negative annualized returns. For the highest quartile periods, the average…