…intrinsic value over pure growth. “What you would have had to own over the last seven years,” Lee quips, “this year would have gotten you fired.” Specifically, he says that…
Search Results for: value
Greenblatt Weighs in on Active Management
…his firm’s disciplined valuation process that uses both absolute and relative value metrics to rank the 2,000 companies in its database, “We stick to it. It works over time.” According…
Benjamin Graham Inspired Picks
In his book The Intelligent Investor, the “Father of Value Investing” (and Warren Buffett’s mentor) drives home the importance of evaluating a business’s fundamentals before investing. In a recent article…
ETF Due Diligence: What to Look For
…There’s been a huge push to sell investors “smart beta” ETFs (managed based on factors such as value, volatility, momentum, etc.). While not necessarily bad, these funds are not “magic…
The Monster of Uncertainty
…the example of value vs. growth stocks, and how “virtually everyone nods their head in agreement with the statement, ‘value stocks outperform growth stocks.’” He argues, however, that there is…
Some Shiny Apple Suppliers
…liquid crystal display, organic light-emitting diode and other display panel technologies. EPS growth and a moderate price-sales ratio indicate a value opportunity, and strong operating cash flow relative to net…
How Could Rising Rates Affect Small-Cap Stocks?
…once rates actually move up, they could recognize the relative value these stocks offer compared to the rest of the market. He concludes by suggesting that contrarian investors taking a…
Canadian Stocks Offer Value
…cites the rebound occurring in Canada’s commodity and energy stocks and the stability of a new government as factors fueling the trend. Citing Validea’s value-based stock screening models, Reese asserts…
Piotroski-Inspired Stock Ideas
…explains the stock screening model he developed based on this guru’s book-to-market value centered philosophy. Using this model, Reese identifies the following high-scoring picks: Atwood Oceanics, Inc. (ATW) is an…
Momentum Investing is Back, At Least for Now
…costs associated with momentum investing (typically considered a disadvantage) and, further, that tax efficiencies are about as good as those related to a value strategy. The article notes that although…