…for Canada’s Globe and Mail. If you’re going to try to play this shift out of higher-growth, high-momentum areas like technology and biotech and into bigger, safer, dividend-paying stocks ,…
Search Results for: momentum
Blending Growth And Value With The O'Shaughnessy Approach
…Netscape or Genentech or Polaroid at 165 times earnings,” O’Shaughnessy wrote, referring to some of history’s well-known momentum-driven, overpriced stocks. “It forces you to buy stocks just when the market…
AQR Takes On "Momentum Myths"
…myths about momentum investing, and Morningstar’s John Rekenthaler provides a nice summary. For example, to those who say returns from momentum strategies are too small and sporadic, they counter, “[Momentum]…
Paulsen: Economy Could Help Return Greed To Wall Street
Wells Capital’s Jim Paulsen says that while many have been focused on the recent trouble in tech and momentum stocks, the economy has been faring pretty well and may provide…
Yardeni: Better Now Than Later
The recent plunge in momentum stocks has some worried, but Ed Yardeni of Yardeni Research says that it may actually be a good sign. “We believe that the recent meltdown…
Winters: "Everybody I Know Who's Rich" Focused On Long Term
…has made for excellent value in companies that do business in those areas. Winters also talks about why short term momentum-focused investing doesn’t work over the long term, and why…
Will Big Mo Be Back?
Momentum stocks have been hit hard lately, but long term data indicates you shouldn’t give up on them, according to Barron’s. High-momentum stocks outperformed low-momentum stocks by 7.7 percentage points…
OSAM: Value & Momentum A Winning Combo North Of The Border
The combination of value and momentum has been shown to be a winning formula in stock investing, and quantitative guru James O’Shaughnessy’s firm says the data shows it’s a recipe…
One Country And Four Sectors Robert Shiller Likes Now
…technology. And he says he’s particularly high on one country because of its low CAPE: Italy. Shiller also talks about the housing market, which he says is more momentum-driven than…
Hot List: The 2014 Outlook
…momentum going into 1977. It didn’t. In ’77 the S&P fell 7.2% — even though GDP continued to expand by 4.6%. Of course that 1975 to 1977 period was different…