…being wrong a meaningful percentage of the time.” Donovan and his co-manager “look for stocks trading at discounts to their long-term value, and emphasize momentum in earnings and cash flow…
Search Results for: momentum
Why Value Investors Shouldn't Ignore Momentum
“Don’t chase performance” is a lesson any good value investor should have learned. But in a piece for Canadian MoneySaver, Validea CEO John Reese looks at how keying on high-momentum,…
Is Smart Beta Not As Smart As You Think?
…as size, value, momentum, low volatility, and so on,” Gray writes. “Unfortunately, academic researchers are having difficulty finding the secret sauce associated with smart beta. For us, this finding is…
The Case for Dow 85,000
…that measures trend and momentum for more 100 sector or industry groups. “By combining numerous indicators measuring the trend and momentum of all the underlying parts of the market, we…
El-Erian: US Job Gains Impressive, But European Stocks To Outperform
…“Even though wage growth remains too weak, the broad-based employment gains will translate into wider domestic momentum for the economy to expand. And it is only a question of time…
Klarman: Prepare Now For When Times Get Tough
…Klarman says that in many ways they don’t act like one. They don’t engage in “frenetic trading of macro bets, quarterly earnings forecasts, or momentum strategies”, which he calls distractions….
Nygren Uses Oil Plunge As Bargain-Hunting Opportunity
…which has also taken a hit this year. “This has been the momentum trade of the year, and there’s an awful lot of speculation in where the price action is,”…
Momentum Works, But Is It For You?
A recent study from three economists from the Federal Reserve Bank of Chicago confirmed that momentum investing can be a winning investment strategy, even when you account for the risk…
Siegel: Gains Will Be Harder To Come By
…with the interest rates so low, and earnings momentum going up. … Earnings momentum is going up, but we are closer to fair market value.” Still, Siegel thinks stocks will…
Value or Momentum? How 'Bout Both
…combining value and momentum into a single factor, giving weights from 0-100 for both value and momentum factors—so, for example, a 50/50 combination gives equal weight to a stock’s momentum…