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Search Results for: value

Factor Investing for Retirement with DFA's Mathieu Pellerin

June 22, 2023

…“How Targeting the Size, Value, and Profitability Premiums Can Improve Retirement Outcomes”. We discuss the difference in success rates between wealth focused and income focused retirement strategies, the balance between…

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The March to a $10 Trillion Company

June 14, 2023

…market. In 2000, the total value of the US stock market was $15.1 trillion, and by the end of 2022, it had soared to $40.5 trillion (the total value was…

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Replicating Hedge Funds, Lessons from Bridgewater and the Outlook for Inflation with Bob Elliott

June 13, 2023

…value from a return perspective and if the top performing hedge funds are able to maintain that status over time. We also discuss the challenges of replicating hedge fund returns…

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Einhorn: There Are 2 Types Of Buybacks

June 9, 2023

…value for loyal shareholders because it reduces the number of outstanding shares and allows shareholders to own more of the company without actually have to shell out more of their…

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Making A Case For Including Tech Stocks In A Value Fund

June 9, 2023

…solid growth potential and high valuations continue to be dismissed from consideration in a value stock basket but if managers used the same factors to determine value stocks in other…

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How To Sneak Into A Closed Fund

June 9, 2023

…closed funds through their Summit Program. A similar rule applies to the Artisan International Value fund, which has also beaten 99% of its peers for 15 years. Investors should always…

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Nvidia Surges, Rewarding Top Managers

June 1, 2023

…7.24% of Nvidia stock, and rose 2% as a result of the surge. The surge in Nvidia increased its market capitalization by $184 billion, and put a value of over…

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Value vs. Growth Is In The Eye of the Beholder

May 26, 2023

…a value stock while deeming ExxonMobil—generally considered a value stock—100% a growth stock. Chevron, ConocoPhillips, Williams, Coterra Energy, and Marathan Oil are other energy companies that S&P now considers to…

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Win By Picking Former Losers

May 15, 2023

…industry consolidated 5 banks into 3, making Bank of Ireland one of the two largest in the country. It’s now valued at about 90% of its stated book value, with…

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ChatGPT Causes A Stir

May 15, 2023

…since then, the tech giant has added almost $500 billion in market value. Nvidia stock has skyrocketed 96% in 2023. On the flip side, when Alphabet’s chatbot Bard failed to…

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Recent Original Research
September 18, 2025
Ten Top S&P 500 Stocks
The S&P 500 encompasses more than 500 companies across diverse industries, containing many financially sound businesses with strong underlying metrics that deserve investor attention. This diversity creates attractive opportunities for those willing to move past the most...
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Ten Top Dividend Growth Stocks – September 2025
Dividend growth stocks form a cornerstone of long-term wealth building, offering investors a dual benefit: dependable income streams and capital appreciation potential. These investments target companies that demonstrate commitment to shareholders by regularly increasing their dividend payments...
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Ten High Insider Ownership Stocks Passing the Strategies...
When executives and board members maintain substantial ownership in their companies, it establishes a strong convergence between their interests and those of external shareholders. This mutual financial commitment motivates leadership to focus on building lasting value rather...
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Why Monthly Rebalancing is Key to Unlocking the...
Momentum investing has long been one of the most robust and persistent factors in financial markets. Decades of academic research show that stocks with strong recent performance and improving fundamentals often continue to outperform, at least for...
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