…that grows in value by owning businesses.” This according to a Wall Street Journal article from earlier this month. The trend is being underscored by the company’s recent bid to…
Search Results for: value
Where Have the Value Stocks Gone?
When Warren Buffett purchased his first shares of GEICO back in 1951, there were no funny commercials or talking lizard mascots to entice him. It was Buffett’s limitless curiosity about…
Stocks that Could Appeal to the Value Investor
In a recent article for The Globe and Mail, Validea CEO John Reese discusses the hefty divergence between growth and value stock performance so far this year and offers insights…
Study Reveals New Predictive Factors for Stock Performance
…as solid predictors of outperformance were counterintuitive, such as high SG&A expense (selling, general and administrative) — some of which, the study authors argue, can create future value. Marketing costs,…
Ben Graham-Inspired Value Stock Picks
…CEO John Reese in a recent Forbes article. Underscoring that value investing is contrarian and shies away from “chasing the hottest stock,” Reese argues that over the long term, “value…
Veteran Fund Manager Advocates Tire-Kicking
In the face of growing competition from exchange-traded funds, investors who want to demonstrate their value would do well to take a more hands-on approach to analyzing companies. This according…
Former FPA Manager – Bob Rodriguez – Shares Market Insights
…mutual fund assets to passive strategies and what can or should fund companies do in the face of this trend,” Rodriguez says that active managers “have not demonstrated a value-add…
Five Stocks that Satisfy Piotroski's Book/Market Model
…on the book-market value of stocks as well as other metrics that enabled him to differentiate those companies whose share prices were low due to underlying financial distress from those…
Hedge Funds Perform When Managers are Vested and Inflows are Limited
…alphas.” The study also shows that when funds raise outside capital, managers are “compensated primarily from managerial fees and leave little value to outside investors.” Funds with no outside capital,…
Pimco's New Investment Chief Bears Little Resemblance to Bill Gross
…investors.” This research formed a foundation of confidence for Ivascyn and spurred him to invest heavily in bonds that “stood to snap back in value as the economy stabilized.” …