…of four industry groups; internet content, software infrastructure, consumer electronics and internet retailers, which account for more than $8 trillion in market value—almost a quarter of the total U.S. stock…
Search Results for: value
Why You Should Give Value a Chance
A recent article in Forbes encourages value investors not to give up: “In fact,” it says, “this might be a really good time to reexamine your portfolio and add some…
Are Hedge Fund Activists Really Just Good Stock Pickers?
A new study found that hedge fund activists like Bill Ackman and Carl Icahn are better at stock picking than at adding long-term value to companies. This according to a…
In A World of Bad Options, Stocks are the Default Choice
…dismiss diminished payouts as a major worry for stock investors since the present value loss from the missing dividends was less than 3% of stock market value.” In the more…
Is the Growth-Over-Value Edge Finally Nearing an End?
…is peaking.” Conversely, the article notes, the ratio of the Russell 1000 Value/Russell 1000 index is “cratering to new lows,” which may suggest that value is bottoming. It concludes with…
Dalio Warns that ‘Capital War’ Between U.S. and China Would Hit Dollar
…owes payments on in China as having potentially “big implications, such as for the value of the dollar.” According to Dalio, the U.S. has endangered the dollar’s stability by becoming…
Excess Returns, Ep. 36: Have the Fed, Narratives and Passive Flows Broken Fundamental Investing?
…of value and growth Why narratives can sometimes be more important than fundamentals Whether passive fund flows are distorting the market We hope you enjoy the discussion. Watch on YouTube…
Goldman Sachs: American Investors ‘Open’ but Skeptical about Buying European Stocks
…in our view should continue to encourage asset allocators to search for growth and value in equities.” Bell adds that equities also provide a hedge to the medium-term risk of…
What Peter Lynch, the Granddaddy of Stock Picking, Might Say To 3 Million New Robinhood Investors
…these great performers experience mind-bending drawdowns. At one point, the stock of Amazon was down more than 90%, and there are plenty of other examples of companies losing significant value…
WealthTrack Interview: Bill Miller Shares Reasons to be Bullish
In a recent episode of WealthTrack, host Consuelo Mack talked with Miller Value Partners’ founder and CIO Bill Miller about the state of the market today and his outlook going…