…of the value premium and that value stocks outperformed the market over long periods of time. A 2016 Bank of America Merrill Lynch study found that value stocks have outperformed…
Search Results for: value
Small-Cap Ratings Often Fall Short
…worse if the market starts to favor value shares. Small-cap stocks, the article concludes, can offer “the biggest returns, as well as the biggest pitfalls. It would be too simplistic…
Top Performing Stock Fund Ignores Research
Kurt Kara, head of value equities at Copenhagen-based Maj Invest, considers reading brokerage research and meeting company CEOs a waste of time, according to a recent Bloomberg article, and the…
The Realities of Mean Reversion
…rare levels. For example, value stocks are currently going through one of their worst performing periods in history. The performance spread between value and growth has twice reached levels it…
Intangible Assets Are Affecting Investment Returns
…been falling because of the rising importance of intangible investments (such as trademarks and software development), which may be driving value growth. “Accountants have struggled to adapt,” the article says,…
Mark Hulbert on the Reality of Buybacks
…investing in companies that are repurchasing their shares.” Stocks that perform the best after a buyback announcement, he says, fall closest to the “value end on the growth-versus-value spectrum.” …
Should Index Funds Rule?
…reasons). Most ETF’s, writes Zweig, “shun stocks with total market values below $100 million.” But while these so-called microcap stocks can be volatile, Zweig points out, since 1926 they have…
You Can’t Time The Market – But Many People Should
…a losing battle, an approach like this can add value for many investors because it can help to avoid some of the biggest behavioral mistakes. For investors who can stay…
Harvard Endowment Chief Slashed Value of Some Investments
The decision by the Harvard University endowment fund last year to write-down its nearly $4 billion in natural resource investments by more than 25% has made it the worst performer…
Stock Market Lessons Learned in 2017
…commodity- and industry-based emerging market economies. source: https://www.yardeni.com/pub/peacockglstkytd.pdf Value investing can be tough, and reversion to the mean doesn’t turn on a dime. Although value shares have recently outperformed growth,…