…effect was first identified some decades ago.” Value: “Conspicuously poor” since the financial crisis, but “continues to show up, although not universally.” Income: This factor has performed well since 2000,…
Search Results for: value
Greenblatt Blends Active and Passive Strategies in New Fund
…active management strategies by tracking the S&P 500 and using it, the article says, as an “overlay strategy to build a long/short exposure based on Gotham’s value models.” The article…
It Might Be Time to Cool Off on Value Stocks
…research report by strategists at Sanford Bernstein & Co. that says, “Sentiment towards value stocks has reached levels rarely seen before, with analysts upgrading value names faster than they have…
Value Stock Picks in an Elevated Market
…and a company’s intrinsic value. Reese identifies the following value stocks that score well according to his guru-based stock screening models: Gilead Sciences (GILD), a research-based pharmaceutical company with a…
Buffett Puts Market's Valuation in Context with Earnings Yield vs. 10 Year
…to Buffett, “We’re not in bubble territory or anything of the sort.” For him, the crux of investing remains in the companies themselves, not in the value the market places…
Ariel's John Rogers Defends Active Management
…an effective job of defending itself and showing the value that is added by active management.” Here are some interview highlights: Rogers gravitates toward businesses with strong recurring revenue, such…
Cautious Dividend Investing a Must
…must be sure to use other metrics to gauge value.” He emphasizes the importance of evaluating a company’s fundamentals and identifies six high-dividend stocks (yields above 3%) that score well…
Time to Separate the Market from Politics
…and abroad even without the post-election push, writes Karabell. The outperformance of growth over value stocks, small-caps over large-caps, and international over domestic, he says, “signals modest confidence in both…
Active Management is Alive and Well
An article in last month’s Enterprising Investor outlines some interesting insights into how active management is “alive, thriving and adding value across trillions of dollars of assets worldwide.” The author…
Stock-Picking Strategies from Barron's Veteran
…that are “valued so cheaply relative to book value or earnings that they don’t need much growth to be good investments.” He describes a low valuation as less than 75%…