…and Mail. “That’s because the great growth versus value debate is, in fact, a false choice. … Confining yourself to either value stocks or growth stocks is only limiting your…
Search Results for: value
Two Types of Investing Inside Baupost, One of the World's Most Successful Funds
A letter by Brian Spector of Baupost, encouraged and endorsed by the firm’s iconic value-investing president Seth Klarman, gives a rare inside look at this secretive investment firm. As Business…
The “Art of Successful Investing” with Schafer, Gundlach, Ketterer (Part II)
…a reason to view the company optimistically. Jeffrey Gundlach, founder of Doubleline Capital, discusses potential value in market pockets. For example, of Puerto Rican general obligation bonds he says, “Bondholders…
The "Art of Successful Investing" with Zulauf, Black, Herro & Priest (Part I)
…devalue its currency by 10% to 15% in the next 12 months.” His advice? “Next year, when a global bear hits, you’ll want to be as defensive and cautious as…
Top Manager Borrowing From the Peter Lynch Playbook
…is like no other time in the history of that company, because they need me more than I need them.” Overall, Sullivan says, “whether it’s a value name or a…
Value Portfolio, Meet Big Mo'
…polar opposites, value and momentum are really two separate concepts. Value metrics give you a snapshot of what a stock’s valuation is at a given time, regardless of whether the…
One Market Indicator Shrieks Sell While Two Others Suggest Stability
…reason to sell. Looking at dividend yields, he concludes “today’s signal looks benign.” Examining Morningstar’s Fair Value Measure, which incorporates human judgment and includes many data points, leads him to…
Don’t Get Spooked By Value Stocks
…in value funds don’t take advantage of the premium that value stocks tend to earn,” Reese writes. He offers data showing how value fund investors underperformed the funds in which…
Don't Get Spooked By Value Stocks
…in value funds don’t take advantage of the premium that value stocks tend to earn,” Reese writes. He offers data showing how value fund investors underperformed the funds in which…
John Bogle Suggest Low Returns Likely Over the Next Decade
…predictions about the price-to-earnings ratio, which he expects to fall from an estimated 20 times underlying value to about 15 times, yielding a speculative return of about 4%. For bonds,…