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Search Results for: value

Shareholder Yield Just As Important As Dividend Yield

June 27, 2023

Investors shouldn’t solely rely on dividend yield, and should also be paying attention to shareholder yield, contends an article in Barron’s. Shareholder yield includes things that increase a company’s value…

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AQR Spots Major Opportunity in Emerging Markets

June 27, 2023

…attractive as we’ve ever seen for emerging equities,” Villalon told Bloomberg, especially for active investors who lean more toward value. Stocks from developing countries have underperformed U.S. stocks for the…

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Value Could Outperform Growth Once Again

June 27, 2023

…value index has fallen 2% while the growth index has shot up 21%. Value stocks are now 19% under fair value while growth stocks are just 2% below fair value,…

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Rebalancing At Momentum ETF Offers Clues To Beat Market

June 27, 2023

…growth and value over the last couple of years. Before May’s rebalance, tech only accounted for 3% of the portfolio; after, it’s at 27%. Communication services jumped from 2% to…

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Buffett’s Japanese Bets Have Almost Tripled

June 27, 2023

When Warren Buffett disclosed 5% stakes in five Japanese trading houses three years ago, it took many by surprise. Now, those holdings have almost tripled in value to $17 billion,…

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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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Recent Original Research
October 22, 2025
Ten Top Peter Lynch Stocks – October 2025
Peter Lynch stands among the most celebrated fund managers in financial history, transforming Fidelity's Magellan Fund from a modest $18 million portfolio into a colossal $14 billion powerhouse during his tenure from 1977 to 1990. His extraordinary...
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The S&P 500 Dividend Aristocrats represent an exclusive collection of under 70 enterprises that have delivered rising dividend distributions for a minimum of 25 straight years spanning multiple industries. This unbroken record of dividend growth demonstrates strong...
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Warren Buffett's approach to investing centers on a lesson refined across many years: purchasing excellent companies at reasonable prices beats buying average ones at steep discounts. He seeks businesses with lasting competitive strengths—what he calls "economic moats"—capable...
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Ten Top Wide Moat Stocks – September 2025
In today's fast-changing and highly competitive business environment, companies with strong economic moats offer attractive prospects for long-term investment success. These firms possess enduring competitive advantages—including powerful network effects, high customer switching costs, operational excellence, or unique...
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