…chief investment officer of the Carlyle Group, compares the US economy to a “slow-moving freight train, it has underlying strength and momentum. Though we expect anemic 1% growth this year,…
Search Results for: momentum
The Payoff and Perils of Momentum-based Stocks
…contributing to momentum’s effectiveness. The chart below shows the long term performance difference between small and large companies with strong momentum and small and large companies with low momentum. The…
Motley Fool's Gardner: "Buy High and Try Not to Sell at All"
…have been “first movers” — that is, they have led the way in changing important industries — and whose shares have strong momentum. If these companies have strong management, they…
Guru Stock Screen of the Week: Top Rated Guru-Approved Financials
…Dreman, Joel Greenblatt and others. This week’s screen looks for the top scoring financial stocks that have strong price momentum and decent dividend yields. Many financials have underperformed over the…
Active Managers Face Tough Climb, But Some Worry About Growth of Index Funds
…to have a perverse effect,” as consultant Denis Bastin put it. Amin Rajan of Create Research points to momentum and concentration as potentially problematic index fund impacts: “passive means cheap,…
Underperformance Among Active Managers in First-Quarter Volatility
…the market, moved up to its highest level since 2012 with the average stock gaining or losing 12% above or below the market average. Momentum strategies explain part of manager’s…
Market Shifting From Momentum to Value
…and a negative for momentum stocks.” Thus, JPMorgan urges “avoid[ing] exposure to pure momentum stocks” and “rotating into more reasonable valuation (i.e., momentum at reasonable price).” It also observes that…
Buffett on Bubbles: A “This Can’t Go Wrong” Mentality Gets Investors in Trouble
…have to take it over, it’s going to be worth more next year.” Buffett suggested that “once that gathers momentum and it gets reinforced by price action and the original…
Barron’s: A Rebound in Value Investing
…financial reporter Andrew Bary, “as growth stocks have grown too rich for investors’ liking, and value stocks too cheap to ignore.” Dubravko Lakos-Bujas of JP Morgan says “momentum stocks trade…
Adding an Acceleration Factor to Momentum Investing
…investing by looking at momentum acceleration.” Klement expresses some skepticism regarding momentum investing – “why should prices go up just because they have gone up in the past?” – and…