…ConocoPhillips (Value) TEO — Telecom Argentina (Growth) EC — Ecopetrol SA (Value) NCI — Navigant Consulting (Growth) LUKOY — NK Lukoil OAO (Value) DW — Drew Industries (Growth) HY —…
Search Results for: value
Be A Macro "Climatologist", Not A "Meteorologist"
Since the financial crisis and Great Recession, many investors have been basing their decisions on macroeconomic factors, something that most value investors might frown upon. But Vitaliy Katsenelson says that…
AQR Takes On "Momentum Myths"
…is a saying at the University of Chicago, ‘the plural of ‘anecdote’ is not ‘data’.’ Neither 2009 for momentum nor 1999 for value are indicative of the overall health and…
How To Profit From The Behavioral Biases Of Others
Top fund manager John W. Rogers Jr. says investors often fall prey to behavioral biases, and good value investors can benefit from that. “Successful active managers have long made a…
Gross: Bubbles? No. Lower Returns Ahead? Yes.
…rate is the critical key to unlocking value in all asset markets,” he says. “If future cash returns are 2% (our belief) instead of 4%, then other assets such as…
Fama, French, Buffett & Value
…about value stocks on its head. In a working paper, French and Fama found that value is a “redundant factor” in terms of accounting for stock returns when profitability and…
... Defending Buffett, Part II
…of the Loom, and See’s Candies,” Grandel writes. “Those are not valued like publicly traded stocks in Berkshire’s book value. As a result, using book value to track how Buffett’s…
Romick "About As Bearish As We've Ever Been"
…next five years. Romick is looking at opportunities in private businesses, such as farmland near Phoenix and container ships. One stock he is finding value in, however: aluminum company Alcoa….
The Fisher Approach: The Price/Sales Ratio -- and Beyond
…on Fisher’s writings, stocks with PSRs below 1.5 are good values. And the real winners are those with PSR values under 0.75 — that’s the sign of a Super Stock….
Herro: Don't Be Afraid To Underperform In The Short Term
…compared to the value his team sees in them. “A, you got to be able to price something right; and B, you have to have the courage of your conviction,”…