Bloomberg reports on the market shifts toward value as “returning to an era when stock pickers reigned,” drawing on comments by Bank of Montreal’s Brian Belski, who said “it’s a…
Search Results for: value
Why Smart Beta May Not Be So Smart Right Now
…Reese says. But both Arnott and Reese say they are finding attractive opportunities in good old-fashioned value stocks right now. “To me, the bottom line is that good investment strategies…
Warren Buffett's 5 Tips For Long-term Investing
…age 11, a few months after Pearl Harbor. Don’t believe the doomsayers. Buffett observes: “the country will grow in value over time; now, who gets it is another question.” …
Style Drift Can Play a Role in Outperformance
…to which the fund invests in large- or small-cap stocks, and how much it pursues value or growth stocks.” Coumarianos observes that “style boxes are so widely consulted, many fund…
The Small-Cap Premium Lives Despite Its Doubters
…that “small and value firms are more susceptible to distress in times of restrictive monetary policy.” His point, however, is primarily that “these relationships have all been well-documented and are…
AAII Sentiment Survey – A Contrarian Indicator?
…value of even “extreme levels of sentiment.” Nonetheless, he suggests “the AAII survey is often best used in the context of other market sentiment indicators, including mutual-fund flows or the…
NYU Prof, Damodaran, on Price vs. Value: Reading Earnings Reports
NYU finance professor Aswath Damodaran writes in the blog Musings on Markets about “the pricing and value game and how they play out, especially around earnings season.” Contrasting the two…
Rob Arnott of Research Affiliates Says a “Smart-Beta Crash” is “Reasonably Likely”
…due to growth’s outperformance over value in recent years, the rise in smart beta, or other factors, value seems to be the direction that Arnott suggests investors should be moving….
Stodgy Dividend Payers On Top So Far in 2016
…attractive. As James Paulsen, CIO at Wells Capital Management, puts it: “What better value enhancer for dividend yielders than the threat of the fixed-income market going to negative yields?” Paulsen…
The Cash Returned On Capital Investment (Croci) Approach to Value Investing
…“make a systematic search for value stocks, and make valid comparisons between otherwise different companies,” by attempting to “screen out manipulations” that may affect public accounts. Instead of market value,…