…slowdown’s possible impact on the US. “For long-term investors … where we’re trying to estimate the value of a business five to seven years from now, it’s hard to imagine…
Search Results for: value
The Search For The Silver Value Metric Bullet
…to try to find a silver bullet value metric. He divides a company’s earnings before interest, taxes, depreciation, and amortization by its enterprise value (stock market value plus debt, minus…
Should You Use Dividend Yield As A Value Metric?
Is dividend yield an effective value metric? Not in the US, says Patrick O’Shaughnessy. In a recent piece for his blog, “The Investor’s Field Guide”, O’Shaughnessy writes, “The [current] paltry…
Romick Sees Some Value In Big Tech, Russia, and Little Else
Top value fund manager Stephen Romick continues to be wary of the current stock market environment, and has a big chunk of his portfolio in cash. “It continues to be…
Grantham On The 10 Things That Really Matter
What’s on Jeremy Grantham’s mind? Ten things, and in his second quarter letter, the renowned value investor lays out the lot of them. As usual, Grantham’s areas of interest go…
Muhlenkamp Sees Few Values, Lots of Margin Debt
Value strategist Ron Muhlenkamp says he’s not finding a lot of value in the stock market right now. And while he doesn’t think a recession is around the corner, he…
Tech Plays Offering More Value Than Google
…offer more value. That’s often the way it is when you invest based on fundamentals. Stocks of solid but unheralded businesses can slip through the cracks, allowing you to get…
Winters: Beware Index Fund "Mania"; Focus on Value
…S&P 500’s gain. That creates a situation in which many of the biggest, top-performing stocks become greatly overvalued, he says, and strong value stocks get ignored. At some point, he…
Winters: Beware Index Fund "Mania"; Focus on Value
…S&P 500’s gain. That creates a situation in which many of the biggest, top-performing stocks become greatly overvalued, he says, and strong value stocks get ignored. At some point, he…
How To Make Sure Stop-Losses Don't Turn Into "Stop-Gains"
…“The great challenge [with value investing] is that cheap stocks can get cheaper in the short term,” Reese writes in his latest column for Canada’s Globe and Mail. “The fact…