…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,…
Search Results for: value
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.” …
Bulls and Bears Both Gaining Ground
…U.S. inflation.” But these factors aren’t impeding gains for “equity bulls,” the article says, “who have driven up the value of stocks worldwide by more than $10 trillion in the…
Guru Feedback from Barron's Mid-Year Roundtable
…says small- and mid-cap value stocks have been “left in the dust.” Here are some highlights: Jeffrey Gundlach, CEO, DoubleLine Capital says the “complacency” that’s currently being reflected in the…
Sensible Stock Picks Based on Fundamentals
…Benjamin Graham, the legendary investor and mentor to Warren Buffett who is widely viewed as “The Father of Value Investing,” and how his fundamentals-based investment strategy formed the basis for…