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Search Results for: value

Morningstar Compares Research Data to Real-World Investing

January 31, 2017

…director of passive research in North America, shared his insights on some discrepancies between the two: Fama-French Value Factor: In 1992, these economists found that stocks trading at low valuations,…

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Market’s Valuation Could Hold Back Trump Bull

January 31, 2017

…the end of last year, that article states, the total value of U.S. stocks was an estimated 169% of gross domestic product (GDP), compared to 85% at the end of…

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AQR's Antti Ilmanen Predicts Low Returns

January 27, 2017

…characterized as “payback time for the boomer generation’s windfall gains.” In this scenario, he said, “long-only institutional portfolios suffer across the board (although liability values fall).” 2008 Redux: Equity valuations…

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Four High-Quality Picks with 3% Dividends

January 26, 2017

…that management has been using excess capital to increase shareholder value). Paychex, Inc. (PAYX), a provider of integrated human capital management solutions, scores well based on its earnings predictability, debt-free…

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Research Analyst Predictions Can Add Value

January 25, 2017

…to “add value when applied to neglected stocks with no recent broker estimates.” “At a time when active management is the recipient of an ample share of bad press and…

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Bob Doll's 10 Predictions for 2017

January 20, 2017

…rise but price/earnings multiples fall; For the first time in 20 years, stocks outperform bonds for the sixth year in a row. Volatility rises, however. Small-cap and value stocks, and…

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Three Picks that Benjamin Graham Would Approve

January 19, 2017

The difference between a company’s actual value (net working capital minus debt) and the value at which its shares sell in the market describes what Benjamin Graham called the “margin…

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Chasing Dividend Yield Into a Value Trap

January 13, 2017

In their ongoing pursuit of dividends, investors should be careful not to indiscriminately buy with only dividends in mind, according to strategists at Mellon Capital in this week’s Barron’s. “Building…

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Top Stock Picker Follows Graham and Dodd

January 10, 2017

…Bloomberg’s Matthew Winkler. That stock picker is J. David Wagner, vice president of Baltimore-based T. Rowe Price Group and manager of the T. Rowe Price Small-Cap Value Fund, which returned…

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French Buffett Deserves a Look

January 4, 2017

…successful.” David Marcus, manager of the Evermore Global Value fund, says it might be a good time for investors to pay attention to Bolloré (which carries Morningstar’s highest rating of…

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