Jim O’Shaughnessy, Chairman and CEO of O’Shaughnessy Asset Management, believes that equity valuations “present buying opportunities akin to 1974 and 1982.” He writes that investors need to ignore short-term volatility…
Search Results for: low-volatility funds
Cash-to-Stock Market Ratio has Leuthold Group Bullish on Stocks
The amount of cash, bank deposits, and money-market funds ($8.85 trillion) is equal to 74 percent of the market value of U.S. companies, according to this Bloomberg article. The cash-to-stock…
Gross: More Gloom -- and "Enormous" Opportunities
…$20 million a day,’ Gross says. ‘It’s being spit out by deleveraging hedge funds.’” Bargains in preferreds are the good news. The bad news is that Gross sees a lot…
Values Abound in Small-Caps
…funds have lost almost 45 percent on average, with only mid-cap growth (-46.4 percent) faring worse. And during the past three wild months, small-cap growth has been the single worst…
Royce on Long-Term Possibilities, More Bank Closures, and Margin of Safety
Chuck Royce, chief investment officer of The Royce Funds, tells Forbes.com that he sees “tremendous” possibilities in the stock market over the next three to five years, and says that…
The Stars -- and Fallen Stars -- of 2008
…down less than 2 percent through Oct. 30; Wintergreen’s David Winters, whose fund is down a good deal but nowhere near those of other heavily international funds; and Fairholme’s Bruce…
Schwab's Sonders Sees Positives in Market, but Slow Recession Recovery
…Among those signs, Sonders says, are all-time high cash levels in 401k accounts; treasury yields falling to — or even below — zero; and the fact that as of November,…
Harvard's Porter: Stimulus Should Be More than Short-Term Boost
…to get more funds into the states’ hands, because they are the ones who know their local economies best. According to Porter, we might be getting too hung up on…
Hussman: Market Undervalued, But Rally Won't Last
…more weeks”. But, he warns we may “ultimately observe another frightening leg down in the first part of next year –- possibly to re-test the November lows”. Hussman doesn’t think…
Five Top Managers Are Buying -- Cautiously
…high-quality, low debt, dividend-paying companies that sell below the market P/E ratio. That has led her to tech and energy stocks, and even some bargain blue chips like McDonald’s. GMO’s…