…roads, energy production, and water facilities. Investors can tap these investments through exchange-traded funds and mutual funds, El-Erian says. They can invest in commodities in the same way, he adds….
Search Results for: low-volatility funds
PIMCO's Gross on Shadow Banking System -- and the Key to Getting out of The Crisis
…problem, Gross says, is that the “shadow banking system” — hedge funds, investment banks, SIVs, and CDOs — has not. And, because this “shadow” system has become such a huge…
Dreman & Dividends: Finding Value in The Market's Unloved
…Dreman approach and also have particularly low Price-Dividend Ratios. *all of these stocks have a Price-Dividend ratio in the bottom 20% of the market (below 11.3) at the current time….
Buffett, Lynch, Graham and Others. 10 Quant Strategies Outlined in New Book.
…What I have come to realize in nearly 15 years of research into these gurus is that each one has a disciplined investment approach and they follow those methods and…
Bogle, Siegel, O'Shaughnessy: Where Do They Have Their Own Money?
…of the most extensive ever performed, says stocks could still go to new lows. But the values out there now are too good to pass up. O’Shaughnessy says he is…
What Does It Mean to be a Value Investor?
…of the gurus we regularly cover on this blog: We focus first on good businesses, with high returns on capital, barriers to entry and significant free cash flow generation over…
Data Shows Bottom "In Sight"
…the stock market further below trend than it is today.” Brimelow and Rubenstein say that historic bear market bottoms come when the market is about 40 percent below the long-term…
Little-Known Guru's Strategy Nets Big Gains Through Downturn
…did lead to market outperformance. I’ve list the 10 criteria below. – Book/market ratio – Return on assets – Change in return on assets – Cash flow from operations –…
"Black Swan" Author: Situation "Vastly More Dangerous Than The Great Depression"
…puts most of the money in Treasurys, then takes side bets on volatility,” Langreth writes. “He sells options that pay off with moderate volatility and buys options that pay off…
Barron's 2009 Roundtable Summary Part II: Opportunities for a “Grizzly” Bear Market.
…things start to improve. Less leverage means lower growth, lower profit margins, a lower return on equity, lower valuations and such.” He thinks we are in a secular bear market…