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…
Search Results for: value
Top Stock Picker Follows Graham and Dodd
…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…
French Buffett Deserves a Look
…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…
Morningstar on Preparing for Bear Markets
There are no hard-and-fast rules for determining whether value or growth stocks will suffer the most during a bear market, writes Morningstar senior analyst and CFA Kevin McDevitt. “No two…
Valuations Matter in Factor Strategies
…from 1967 through March 2016, the Research Affiliates team discovered an inverse relationship between valuations and future performance for certain factors. For example, they found that as value stocks become…
Investing Lessons from 2016 that Ben Graham May Give a Nod To
…in value stocks. At the end date of the chart in 2015, the recent value rebound had not begun, but even after the 2016 rebound, value still looks good relative…
Investing Like Buffett and Soros Could be Within Reach
…the real thing.” This is reflected in a surge in the interest around quantitative strategies and exchange-traded funds, “an easy way for investors to track specific styles such as value,…
Swensen's Yale Endowment Model Not a One Size Fits all Investing Approach
…and venture capital—using external managers to capture the so-called illiquidity premium.” It was a good move for Yale, adding $7 billion of value and earning a 12.9% annual return over…
Buffett Could Benefit Big with Trump
…35% to either 25% or 15% would reduce the company’s deferred tax liability, according to Barclays analyst Jay Gelb, and boost the book value of Berkshire Hathaway ($163.78 billion at…
U.S. Stocks Show Increased Global Footprint
…Wall Street Journal. FactSet data reflect the market capitalization of U.S. stocks at approximately $25 trillion last Friday, a figure that represents 40% of the value of global equities, the…