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Search Results for: momentum

Tilson Sees Economy "Muddling Along"; Playing Defense with Portfolio

May 12, 2011

…and Berkshire Hathaway, both of which he’s especially high on. On the short side, he’s finding an opportunity in SalesForce.com, which he categorizes as a “momentum stock priced for perfection”….

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O'Shaughnessy on How Inflation Impacts Stocks, Bonds

April 14, 2011

…4.9% annually; In high inflation climates, bonds have lost 3.1% per year, while stocks have gained 1.9%; In high inflation climates, the top decile of strong momentum stocks has gained…

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Yacktman Managers Talk Strategy, Mindset, and Value

April 6, 2011

…all to technicals, relative strength, momentum or chart patterns. Determining a forward rate of return is key for the Yacktman managers, and they offer some insight into how they do…

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Nygren: Growth & Value Not an Either/Or

February 9, 2011

…are not opposite ends of the spectrum — value investing and momentum investing are at opposite ends.” “A value investor needs to be able to assess the value of many…

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A Guru-Inspired Look at Top Canadian Stocks

January 27, 2011

…on the market conditions, it may be more profitable to be a growth investor, in others a value investor. In some cases, it might work to be a momentum investor,…

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Tilson: "Froth" Making for Opportunities

December 6, 2010

…of optimism across the market and, in particular, a speculative orgy among the most popular momentum stocks, which ripped upwards, irrespective of valuation,” Tilson writes in the letter, which is…

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Sonders Optimistic, but Cautions on Emerging Markets

November 15, 2010

…investors have positive views on this asset class.” Currently, they don’t see a near-term trigger that would halt emerging market momentum, but spiking inflation and aggressive tightening, or a surge…

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Sonders on Double-Dip Fears, Fed Policy

September 22, 2010

…believe this forward momentum will continue and, in fact, accelerate again, while we remain relatively optimistic on the market’s prospects. While we don’t discount the possibility of a return to…

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Nygren: Macro Focus Leading to Plenty of "Micro" Opportunities

August 11, 2010

…with the majority focused on momentum instead of value, more stocks are selling at either abnormally large discounts or premiums to long-term value.” Nygren says that in normal markets, he…

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Biggs: It's Never Different

March 23, 2010

…drive markets going forward, as they always have. He thinks the current market has good momentum behind it, and he expects the economic and stock market recoveries to continue. [youtube=http://www.youtube.com/watch?v=0ZT3LXuSj5c]…

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