…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…
Search Results for: value
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,…
John Bogle Suggests 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,…
Taking "Short-term Lumps" for Long-Term Value in Emerging Markets
The manager of the Oakmark International Fund, David Herro, believes it is a good time to invest in emerging markets. The fund had roughly one-quarter of its portfolio in emerging…
Taking "Short-term Lumps" for Long-Term Value in Emerging Markets
The manager of the Oakmark International Fund, David Herro, believes it is a good time to invest in emerging markets. The fund had roughly one-quarter of its portfolio in emerging…
What Yogi Berra, Pete Carroll, and Fantasy Football Can Teach Us About Investing
…Oaktree’s, and they still do.” Marks also discusses how building a fantasy football roster is akin to building a value investing portfolio – and how the hype around fantasy sports…
Buffett Stock Picks Having a Tough Year so far in 2015
Warren Buffet’s Berkshire Hathaway has had an amazing 50-year run, with its market value per share growing 1,826,163 percent. That’s a compounded annual gain of 21.6% over that period, compared…
The Advantages of an Active Value Management Approach
…between passively managed funds that treat “value” as a factor and a fund actively managed using a value approach to make investment decisions. The newsletter suggests that “value as a…