…its own part, HP stock gained 53% last year but dropped 7.3% so far in 2022. As an almost relic in tech stocks, a shift into value tech shares could…
Search Results for: value
Applying Machine Learning to Value Investing with Euclidean’s John Alberg
Value investing has produced some of the greatest investors of all time. Whether it be Benjamin Graham’s deep value approach or Warren Buffett’s quality at a reasonable price strategy, value…
Challenges for the 60/40 Balanced Investor in Today’s Market
…such as commodities, gold, and real estate, particularly during inflationary times, can help prop up returns. In addition, value stocks and non-U.S. stocks have higher return expectations when compared to…
Build Wealth With Stocks Instead of Houses
…about the value of homes in the long-run, Shiller and Thompson’s research found. When Professor Damodaran parsed their data, it showed that those who purchased homes at the peak of…
What’s Fueling the UK Value Renaissance
…that lean toward value-conscious. The article points to the market-cap level; small-cap value greatly outperformed small-cap growth in 2021—19.1% versus 9.4%, which could have fueled value funds with allocations to…
The S&P 500 Passed Stock-Pickers By in 2021
…last year since 2014, making it especially dismal. What’s the cause? The performance gap between growth and value stocks significantly narrowed last year, with only 5 of the highest-contributing companies…
Bill Miller’s March Market Perspective
Bill Miller shares his perspective on this month’s market on the Miller Value Partners website, noting how attention has shifted from how low can stocks go to how long can…
Four Ways Value Investors Can Use Momentum
…integrated multi-factor approach is probably the best way to use value and momentum together, many value investors will prefer something less aggressive that maintains a primary value approach and uses…
Cut Stocks As Stagflation Fears Grow says El-Erian
…El-Erian says, since cash is a no-go with inflation at 7.9% and bonds are still adjusting and therefore unsafe. But the relative value of stocks may not be stable as…
The Five Biggest Mistakes I Have Made in My Career Managing Quant Strategies
…on history to tell us which factors work, that history doesn’t ensure they will always work going forward. While I used to look at whether a factor like value will…