While the financial headlines have been dominated by day-to-day fears recently, James O’Shaughnessy says that making investment decisions based on short-term factors is a very dangerous game. “All of the…
Search Results for: value
Arnott Likes EMs Over U.S. -- For Stocks And Gov't Bonds
Fundamental indexing guru Rob Arnott says U.S. stocks aren’t cheap, and thinks emerging market equities are offering much more value. “U.S. stocks are actually pretty expensive today, and here’s why,”…
Contrarian Picks for the Gurus
…talks about how top value investors like Whitney Tilson and Warren Buffett use downturns as opportunities to add to their favorite picks — not reason to flee the market. “In…
Keeping Perspective Amid the Euro Hype
…I know there are a lot of people who would like to buy certain investments that they look [at] as good value for their clients, but they’re worried that they…
Yacktman: Stocks Are Far From Dead
…individual companies that are producing predicable, strong cash flows. He also talks about why volatility is “the friend of a value investor”, and why his longer time horizon has allowed…
Gross on the Financial System's "Breaking Point"
…“As they question the value of much of the $200 trillion which comprises our current system, they move marginally elsewhere — to real assets such as land, gold and tangible…
Tilson on Handling Short-Term Trouble
Value fund manager Whitney Tilson, who has a solid long-term track record but has struggled over the past month, recently talked with CNBC about how to handle short-term losses. Tilson…
Arnott on the Courage to Rebalance
…for IndexUniverse.com, Arnott says that most investors measure wealth in terms of their portfolio’s dollar value. But, he says, a better gauge is “the real spending that the portfolio can…
Mobius Turns to Africa
Templeton Asset Management’s Mark Mobius is finding a good deal of value in a place not known for great investments: Africa. Mobius tells Investors Chronicle that he’s high on telecoms,…
The Lynch Strategy: Still Beating the Market Two Decades after Magellan
…growth and value tenets. While some categorize Lynch as a growth investor because his favorite type of stocks were “fast-growers” — those growing earnings per share at an annual rate…