…half their value in the ensuing bear markets of the mid-1970s.” This, according to a recent article in CNBC, should serve as a “historical warning to generations of investors of…
Search Results for: value
Arnott Says U.S. Stocks are "Dead Money"
…will be non-existent. At the moment, Arnott says, value stocks outside the U.S. and quality stocks inside the U.S. are both trading cheaply. Regarding the strong performance of and stretched…
Finding Stocks Using the Investment Criteria of Great Investors
…might define book value slightly differently from each other, the basic idea is always to determine the true value of a business. My David Dreman-based model, for example, defines book…
BlackRock's Ang on Factor Investing
…value dividend yield, momentum and quality (for return enhancement), and low volatility (to reduce risk). Ang’s faith in the investment strategy, according to the article, is based on back-tested returns…
The Pros and Cons of the Shiller P/E Ratio
…current value of 29.9 is now approaching to its second highest value ever, only exceeded in the dot-com bubble. Source: http://www.multpl.com/shiller-pe/ Where the Shiller P/E Can be Valuable The main…
An Argument Against Passive Investing
…the corporate push for shareholder value maximization, abandonment of full employment as a policy objective, globalization and deregulation as contributors. How to build a portfolio in the current environment: “You…
Master Investors Marks, Dalio & Gundlach Issue Cautionary Views on Markets
…value investor Howard Marks of Oaktree Capital recently told shareholders things might continue on this way for a while, but that “it’s better to turn cautious too soon” rather than…
Investors: Become "Unshakeable" With These Five Investing Commandments
…(ALGT). If he doesn’t understand a business, he says, “we go on to the next one, and that’s what the individual investor should do.” Buy value. Buffett strongly believes that…
Paul Singer on the Threat of Passive Investing
…to change for the better and create shareholder value.” This according to a recent Bloomberg article. In his recent second-quarter letter, Singer refers to passive investing’s “apparent stability” as “unsustainable…
There’s One Investing Edge Left – And Anyone Can Capitalize On It
…is that a sign that investing in small stocks and value stocks no longer works? Not at all. The opposite is true. Over the long-term, value stocks tend to outperform…