…investors that high-yielding stocks could be “value traps”. Analysts at Evercore’s ISI Team (a research arm of Evercore Partners, an investment bank and money manager) explain, “Dividend yield as a…
Search Results for: value
Greenblatt’s Magic + 5 Value Stocks that Make the Cut
Hedge fund manager Joel Greenblatt, author of The Little Book that Beats the Market, uses what he calls a “magic formula” to earn returns that outperform the market. In a…
Australian Hedge Fund Produces 23% Annual Returns by Staying Clear of Commodities
…purchased mostly small-cap (under Australian dollar 1 billion, roughly US$750 million) Australian stocks which they believe are priced way below their intrinsic value. Their strategy is to maintain a limited…
Landing a Hole-In-One with Buffett
…trading below what they consider its intrinsic value. He describes the strategy as one that “takes advantage of the one thing that won’t go away over time, and this is…
Bloomberg Gadfly Kaissar Refutes Conventional Wisdom on Value Investing
…back. Kaissar identified 30 alternating periods of expansion and contraction since 1926 and, during five of them, value beat growth. However, during two expansions (including the current one), value trailed…
5 Utility Stocks with Attractive Company Fundamentals
…has driven up the valuations of the group, utilities may be able to sustain their relative values given the overall demand for shares. Still, given the stretched valuations, consideration of…
Chuck Royce – 4 Decade Small Cap Manager Talks Value's Ultimate Rebound and the Downside of Indexing
…term returns, potentially with less volatility (assuming you are investing in value stocks) compared to other asset classes. Royce points out that value stocks have significantly underperformed growth stocks since…
The S&P 500: Read the Fine Print
…(from June 2011 to May 2016) versus the 10.5% return of the S&P 500 Value Index fund (an actively managed fund). Through May of this year, however, the S&P 500…
Jason Zweig on Why Interest Rates Matter
…the racks with lower discounts. Why? Because it affects the item’s value. On a much more sophisticated level, stock values and interest rates have a similar relationship. In a recent…
Factor Investing is Gaining Appeal
…frontier. We have come to the stage where we’ve transcended asset classes and moved on to factors.” This is not an entirely novel notion— drivers such as “growth” and “value”…