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Search Results for: value

How To Find Quality Growth Stocks

January 13, 2023

Finding profits from growth stocks has gotten harder and harder, especially as interest rates have risen. Investors have flocked to value stocks instead, with a 30% drop in the Russell…

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The Magic of Multi-Factor Investing

January 12, 2023

…for stocks with elements of both value and momentum. For example, I might rank all stocks in my database using value and then rank them using momentum and include the…

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Bill Miller Retires From Fund Management

January 9, 2023

…Value Trust (now known as the ClearBridge Value fund), where he recorded a 16.44% annualized return, compared to the 11.52% return from the S&P 500. While big tech was a…

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Why Aren’t We All Value Investors?

January 9, 2023

…less appealing. Interest rates are generally used to determine a present-day value for a company’s earnings and cash flows in the future. Lower rates make current values of future earnings…

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Blackstone’s Heavy Concession Is A Warning

January 6, 2023

…and Sunbelt housing, generating even stronger returns than the UC investment promises. However, the fund’s value decreased last fall, and rents would likely be impacted by a recession. But the…

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Value Investing’s Revival Will Benefit Japanese Shares

January 6, 2023

…value investors, said Seiji Nakata, CEO of Daiwa Securities Group Inc, in an interview cited in an article in Investing. Nakata bolstered his claim by highlighting recent investments in several…

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Fed’s 2% Inflation Goal Is Not “Credible,” Says Ackman

January 4, 2023

…wrote in the tweets, which were cited in an article in Bloomberg. Quick Links Validea Special Discount Offer Top Value Stocks in Today’s Market Choose from 20+ Actionable Model Portfolios…

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Another Year Down – Learning from Quant Models

January 4, 2023

…on value stock selection. In his academic paper (“Value Investing: The Use of Historical Financial Statement Information to Separate Winners from Losers“), Piotroski outlined and tested a strategy that takes…

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A Reckoning Over Junk Bonds Is Coming

December 30, 2022

…become even starker in 2023, contends an article in Bloomberg. Quick Links Validea Special Discount Offer Top Value Stocks in Today’s Market Choose from 20+ Actionable Model Portfolios – View…

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Hedge Funds Have Their “Hedge” Back

December 30, 2022

…Quick Links Validea Special Discount Offer Top Value Stocks in Today’s Market Choose from 20+ Actionable Model Portfolios – View Portfolios Citadel is looking at its most profitable year in…

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Recent Original Research
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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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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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