…that the worst is over.” Berkowitz also says the government’s decision to allow Citigroup to pay back TARP funds is key. “The only way the government was going to allow…
Search Results for: low-volatility funds
The Price/Peak Earnings Ratio: A Different Take on Valuation
With stocks up some 60% off their lows, one of the big questions among investors has involved the market’s current value. Are stocks now overvalued? Or are they still cheap?…
Mobius Talks BRICs
…Mobius also stresses that the BRICs bring with them volatility that investors must be ready for. “We believe that BRIC markets will continue to do well over the long run…
Arnott Sees "Another Tough Slog" in Coming Decade
…priced for attractive long-term returns. Today, we aren’t so lucky, as many off-the-beaten path categories sport rock bottom yields (and, therefore, low forward-looking returns).” To make hay in the coming…
Bogle: Keep It Simple
…biggest problem in investing] is that people are focused on short-term performance,” Bogle tells Scott Burns. He says that there will always be some funds that beat the market in…
Siegel Sees More Discount Rate Hikes Before a Fed Funds Rate Increase
Like Bill Gross, Wharton professor and author Jeremy Siegel doesn’t see a hike in the Federal Funds rate as imminent, despite the Federal Reserve’s recent decision to up the Discount…
Gross: Don't Sweat the Discount Rate Hike
…the Fed won’t move the Federal Funds rate for at least six more months. He thinks the yield curve will continue to steepen, not shrink, as some fear, and that…
Dorfman on Strategy, and Why Stocks Are Still Cheap
…not stocks with very low P/E ratios often turn into value traps; why he leans toward value stocks rather than growth stocks; and why balance sheet analysis is so important….
Paulsen: Secular Bull May Be Coming -- if Inflation Held in Check
…years, leeching into the market and driving stock prices higher,” he says. Low core inflation and accelerating global growth are also bullish signs. And, Paulsen says that the extremely low…
Miller on Investors' "Perverse" Affinity for Bonds
…low valuations on traditional accounting factors such as low price-to-earnings, low price-to-book, and low price-to-cash flow will be the winners this year,” he says. “Companies whose stock prices already discount…