…latest Excess Returns podcast on dividends, as well as top research pieces including Rob Arnott’s piece on the opportunity in value stocks and why most investors should ignore those year-end…
Search Results for: value
Shopping for Funds: Is Cheaper Really Better?
…add value in excess of their costs.” So, what’s an investor to do? According to the article, if they are able to determine the skill level of an active, then…
Why Value Investing has a Brighter Future
…favorable for value investing.” The article outlines the following three scenarios that could favor the value investor: Post-coronavirus economic recovery as a driver to cyclical stock performance: As the country…
The Only 2021 Market Prediction You Should Not Ignore
…if forecasters were to extrapolate the events of recent months, they would predict “value stocks outperforming growth stocks, a weaker dollar and rising commodity prices.” While it is possible that…
The Basics of Momentum Investing
By Jack Forehand, CFA (@practicalquant) We often write about factor investing on our blog. We talk about factors like value, momentum, quality and low volatility and their practical use in the real…
Rob Arnott on Value Investing Outlook
…Arnott says, “I want to be a value investor.” He notes that at current price levels, investors will “deeply regret missing that [value] train once it has left the station.”…
Guru Investor Blog Weekly Highlights: 01/15/2021
Here are the articles we found the most interesting on the blog for the week of 01/15/2021. This week we highlight research and discuss whether intangible assets have broken value…
Bill Ackman’s Fund is Still Cheap Despite his Blockbuster Year
…2017 when Pershing’s net asset value reportedly dropped by about 30% and lagged the S&P 500 by approximately 60 percentage points. But the article notes that he’s “back in a…
Are Intangibles to Blame for Value’s Pain?
…much in Europe or Japan, the value factor has “performed just as terribly,” there. It notes, “If intangibles were really the culprit, the value factor should not have performed so…
Dogs of the Dow Strategy Could Work in 2021
…by the article as a “classic value-oriented, contrarian strategy” that in 2020 included the following names: Dow Inc. Exxon Mobil IBM Chevron Pfizer 3M Walgreens Boots Alliance Cisco Systems Coca-Cola…