…the U.S. has pushed the dollar higher, lowering the dollar value of the goods and services that U.S. companies sell abroad.” The article cites China as the “main focus of…
Search Results for: value
Top Strategist Tells Investors to Focus on Growth
…than the more cyclical value names, argues Trahan, so investors should look at a company’s longer-term story. “Find stocks that are at levels you can live with,” he advises, citing…
Considerations in Momentum Investing
…the chart it shows that in any one year period value stocks, historically, have underperformed 37% of the time. In any three year period they’ve underperformed 28% of the time…
The Future of Berkshire Without Buffett
…Berkshire stock—something which hasn’t happened since 2012. “The reason,” the letter says, “is that the company won’t pay more than 1.2 time book value, which is probably significantly below what…
Fidelity Uses Star Managers for New Fund
…according to a recent article in Bloomberg. The new fund, Fidelity Global Growth and Value Class, “marks the first time the managers will run a fund together,” according to the…
Swedroe Talks Factors and Fixed Income
…gain popularity in fixed income compared to the equity market. The article cites a study by a team at AQR Capital Management that “applied the value, momentum, carry [the tendency…
I Think, I Know, I Have No Idea
…extra for something that is almost guaranteed to offer no value. This doesn’t mean fees high fees are always bad. There are certainly some focused, high active share products out…
Research Affiliates Says Spread Factor Bets
…are under- or out-performing. The strategy employs five factors; value, momentum, low risk, quality and size, says Lee, all of which were well-vetted in academic research and across geographies. The…
Tips for the Contrarian Investor
…turnover. “Just because something is unpopular doesn’t make it a good investment,” the article concludes. “Combining contrarian thinking with in-depth fundamental analysis and estimated intrinsic value is critical.” …
Most Read Posts on Validea's Guru Investor
Below are links to our most popular posts for this week on Validea’s Guru Investor blog. [1] The Losing Battle to Consistently Beat the Market [2] Value Investors Face Existential…