Warren Buffett is legendary for his ability to pick great stocks, and many investors have tried to replicate his success. Of course, if it was so easy, everyone would be…
Tag: Stock Picking
Alpha Boils Down To One Thing In Active Management
Picking the right stocks is the single most important thing to generate alpha, contends an article in Institutional Investor. According to a recent study from Inalytics that is cited in…
Bill Miller’s Favorite Cheap Stocks Include Alibaba
Bill Miller aired his latest picks for value stocks on CNBC, and an article in Chief Investment Officer has the lowdown. Miller, a value investing icon for years, has a…
Goldman Says Picking Stocks is Harder, But Tesla and Twitter Show Promise
Earlier this month, analysts at Goldman Sachs identified a few stocks they say have “potential to offer significant upside for investors based on the new dynamics of the market.” This…
What Peter Lynch, the Granddaddy of Stock Picking, Might Say To 3 Million New Robinhood Investors
Over 3 million new accounts were opened at Robinhood in the first quarter of this year – a resurgence in individual stock picking in the heart of the COVID-19 shutdown…
Peter Lynch: You Can’t Beat the Market if You Only Index
Barron’s recently profiled legendary investor Peter Lynch with a lengthy retrospective on his humble beginnings, his successful career at Fidelity and highlights from a December interview. Here are some key…
Warren Buffett: Investors Should Stop Picking Stocks
Warren Buffett claims that owning the S&P 500 index through a low-cost index fund will deliver about the same results as if he chose the stocks, “and maybe slightly better.”…
Vinik is Getting Back into Stock Picking
In an interview with CNBC earlier this year, former Fidelity Magellan fund manager Jeffrey Vinik said he’s resurrecting the hedge fund he closed in 2013, but not just to compete…
Is the Art of Stock Picking Making a Comeback?
A recent article in the Financial Times reports that, since the fourth quarter of 2018, “value has outperformed growth by more than 2 percentage points” which may be signaling a…
How to Find Value in a Complicated Market Environment
An article in Morningstar outlines a discussion with global equity manager Peter Wilmshurst regarding how his team chooses strong value stocks within an increasingly expensive global environment. Wilmshurst says, “I…