…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”….
Search Results for: momentum
O'Shaughnessy on How Inflation Impacts Stocks, Bonds
…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…
Yacktman Managers Talk Strategy, Mindset, and Value
…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…
Nygren: Growth & Value Not an Either/Or
…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…
A Guru-Inspired Look at Top Canadian Stocks
…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,…
Tilson: "Froth" Making for Opportunities
…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…
Sonders Optimistic, but Cautions on Emerging Markets
…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…
Sonders on Double-Dip Fears, Fed Policy
…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…
Nygren: Macro Focus Leading to Plenty of "Micro" Opportunities
…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…
Biggs: It's Never Different
…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]…