…his latest column for Canada’s Globe and Mail. “Ben Graham – the man known as the ‘father of value investing’ – would have considered rebalancing (even on an annual basis)…
Search Results for: value
The Importance of Dividends for the Long Term Investor
Dividend producing stocks are attractive and offer investors compelling values (subscription required) according to this AAII Journal article by John Buckingham, director of research and chief portfolio manager of AFAM…
Mobius: Russian Stocks Offer Major Upside
Mark Mobius, executive chairman of Templeton Emerging Markets Group, says that the Russian stock market provides investors with a tremendous value right now. Russian stocks are down 36 percent since…
Primecap: A Growth-Oriented, Independent, Long-Term-Focused Shop
…explained, “we don’t go for 20% or 30% gains. We go for triples, quardruples, octuples. But that takes years.” The firm is growth-oriented (Milias and all other value-oriented investors either…
Consuelo Mack On the Best Advice from Investors like Buffett, Templeton and Bernstein
…her years of interviewing great investors, she focused her remarks on the late Sir John Templeton, saying he was a pioneer on global investing, always on the hunt for value…
Market Shifting From Momentum to Value
…at reasonable price).” It also observes that “value remains unloved and offers higher opportunity” than momentum now, and “as long as growth remains lackluster (stagflation) value will likely outperform momentum.”…
Fidelity's Low-Priced Stock Fund Manager Delivers Market-Beating Returns
…Comparing conditions that favor value versus growth approaches, he said: for a sustained outperformance of value, you need more dispersion in valuations,” but “when everything is priced the same, it’s…
Faber talks Strategies, Value in Emerging Markets and More
…to Faber, so far in 2016 the market is seeing a rebound in some of the assets that exhibit the most value around the world. In addition, dividend paying stocks,…
The Winning Investment Strategy A Top Value Manager Doesn't Want You To Use
For nearly two decades, top value investor and columnist John Dorfman has been tracking a purely quantitative “robot portfolio” that has beaten the S&P 500 by about 12 percentage points…
Comparing Active and Index/Passive Small-Cap Funds
…small-blend and small-value funds, 92%, 89%, and 86%, respectively underperformed their benchmark index.” Swedroe digs into the data behind these numbers in some depth, leading him to the conclusions noted…