…the market, highly rated funds may not be delivering any value to investors. Buying the best poorly performing fund is cold comfort,” he writes. Kaissar suggests that a more helpful…
Search Results for: value
Klarman Warns that Investors are Ignoring Risks
…that “growth stocks—those that represent high quality companies—are appreciating far ahead of value shares, which tend to trade lower than merited.” In his letter, Klarman reported that Baupost, one of…
Some Thoughts On Improving the Predictive Value of Morningstar's Ratings
…the same style box (i.e rating small-cap value funds against other small-cap value funds), but many funds move between boxes, and there are still significant differences within each style box…
Investing in Both Big & Small Companies: Taking a Look at Market-Cap
…requires a market cap of at least $150M, while the Cornerstone Value model, which seeks out value stocks, requires a market cap of at least $1 billion. Our Warren Buffett-based…
Cooperman Says Bear Market Is Not Imminent
…approaching normalization.” He shared that his fair value is approximately 17 times forward earnings and that, if President Trump can get tax reform through Congress, he forecasts $150 in S&P…
Just Another Stormy Monday? Lessons from Market Disruptions
…and continued to evolve. When it comes to buying stocks, it is essential for investors to value process over outcome, to understand the concrete facts about the stocks that they…
Ritholtz & Kaissar on Passive Versus Active Management
…(primarily for those focusing on value, quality and momentum) isn’t necessarily more expensive than passive. Rather, Kaissar says, many active managers have outperformed passive but “kept the profits for themselves”…
Podcasts of the Week: Carlisle, Black Monday & Dunn
…why that is, along with many other interesting investing topics, with Tobias Carlisle, the author of the newly released value investing book, The Acquirer’s Multiple, founder of Carbon Beach Asset…
Are We Partying Like its 1999?
…market peaks, except that of early 2000. Further, in both periods, large-cap growth stocks, particularly technology stocks, led the way and small-cap value stocks lagged badly. Difference #1: The Market…
Growth Stocks May be Outperforming, But Value Will Come Back
Since the financial crisis, growth stocks have beaten value but, over the long-term, value will have its day in the sun. This according to a recent article in the Financial…