…And because it is what I actually believe. So here is my case for value stocks. [1] Value Stocks Are As Cheap As They Have Ever Been It sounds a…
Search Results for: value
Market Is Not Overvalued, Says Bill Miller
Miller Value Partners founder Bill Miller does not see the market as overvalued, according to a recent CNBC article. “If you look at the overall market,” Miller said, “we’re trading…
The Pandemic Impact on Berkshire Hathaway
…clarity on the impact the pandemic is likely to have on different aspects of the business…we expect to be updating our assumptions and perhaps might update our fair value estimate.”…
Excess Returns, Ep. 24: The Pros and Cons of Factor Timing
…investors can use to time factors. We discuss: Why most investors should avoid attempting to time factors The common factor timing approaches, including value, momentum, macroeconomic and dispersion Why the…
Respected Model Flashes Bullish Stock Outlook
…name Value Line Median Appreciation Potential (VLMAP), represents the median level of projections made by Value Line analysts for the 1,700 stocks they monitor. Hulbert notes that the model’s projections…
Small Caps’ Collapse and What’s Behind It
…Fama and French back in 1992. “Much has been written lately about growth versus value and what may, or may not, have changed,” the article says, outlining what it describes…
Ray Dalio Explains Changing World Order
…currency has no intrinsic value, does not represent wealth, and typically ends up getting devalued and destroyed by the actions of central banks. He notes, “The Federal Reserve is now…
The Misuse of Market Valuation
…to make predictions using valuation data, the fact of the matter is that there is very little you can reliably predict. Valuations have little or no value when trying to…
Excess Returns, Ep. 23: The Challenges of Multi-Factor Investing
The basic theory of multi-factor investing is pretty simple. It has been widely proven that factors like value and momentum can outperform the market over long periods of time. But…
Bonds Versus Stocks: Question Everything You Know
…cyclically adjusted price-earnings ratio (CAPE); (2) the notion that central bank intervention is a boon for stocks; (3) and the idea that value investing is dead. The article concludes that…