By Jack Forehand, CFA, CFP® (@practicalquant) — There has always been an interesting dichotomy with the quality factor. On one hand, individual investors typically consider it the most sensible factor and it is…
Tag: High Quality Stocks
Quality Stocks at Cheapest Point in 20 Years
In a recent research note, BlackRock CIO Tony DeSpirito wrote that higher quality stocks are trading at their largest valuation discount to the broader market since the dot-com bubble of…
Robert Hagstrom on Warren Buffett’s Money Mind, Successful Investing & Finding Quality Companies
There have been so many books written about Warren Buffett that it can be hard to keep track of them. But before all of that could happen, someone had to…
What Has Really Driven the Rebound in Value Stocks? (Ep. 77)
There is a popular narrative out there that value investing is back. And it makes sense given the huge run that many value funds have had off the market bottom.…
Is Quality on Sale?
By Jack Forehand (@PracticalQuant) — Value investing is far from an exact science. Not only is there significant debate about the proper metrics to use to define value, but there is…
A Detailed Look at the Quality Factor
By Jack Forehand, CFA There is probably no investing factor that makes more sense to your average investor than quality. We all want to own great companies – think Apple, Microsoft,…
High-Quality Stocks Won in a Tricky Year for Factor Investing
Although 2019 marked a year-long rally for the stock market, a recent Barron’s article notes that, “underneath the broad optimism,” various factor groups moved in and out of favor along…
Follow Buffett’s Lead and Focus on Value + Quality
Investors might be surprised to know that Warren Buffett, perhaps the greatest investor of all time, is a big fan of indexing. For instance, “He has already declared that 90…
Investing in Small Caps – Beware of Style Drift & Avoid Junk
If you are investing in small cap stocks, it is important not to make these two big mistakes writes Mark Hulbert for Barrron’s, because after few years of lackluster relative…