…that the shares have lost value since. While buybacks are typically intended to boost share value, the article reports that in the case of Pershing, they have “slumped an additional…
Search Results for: value
Einhorn Says Value Investing Will See Comeback
Value investing is in the doldrums, but billionaire fund manager David Einhorn says that eventually things will turn around. This according to a recent CNBC interview. Einhorn argues that the…
Tech Sector Heavy Hitters: The Only Market Constant is Change
…vs. market value: In the timeless words of market guru Warren Buffett, who inspired one of the stock screening models I created for Validea, “Price is what you pay. Value…
Bloomberg's Kaissar Weighs-In on Morningstar Fund Ratings
…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…
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”…