Roger Mortimer, senior vice-president of CI Investments in Toronto, predicts that market sentiment will begin to favor value stocks once the Fed raises rates. He notes historical data suggesting that…
Tag: Value Investing
O’Shaughnessy Emphasizes the Value of "High-conviction" Buybacks Over the Long Term
Jim O’Shaughnessy, O’Shaughnessy Asset Management, says a long-term investor should be buying now, and compares “low-conviction buybacks” (defined as 5% or less) and “high-conviction buybacks” (over 5%) in identifying attractive…
O’Shaughnessy Emphasizes the Value of "High-conviction" Buybacks Over the Long Term
Jim O’Shaughnessy, O’Shaughnessy Asset Management, says a long-term investor should be buying now, and compares “low-conviction buybacks” (defined as 5% or less) and “high-conviction buybacks” (over 5%) in identifying attractive…
Al Frank CIO Buckingham: “It’s a great time to be a value investor”
John Buckingham, CIO of Al Frank Asset Management, says he is concerned over the short-term but optimistic long-term. “We are in for turbulence and volatility,” he said, noting that the…
Contrasting Buffett’s New & Old Value Investing Styles -- Cigar Butt vs. High Quality.
Warren Buffet’s strategy has changed over the years because the funds he manages have grown, according to Professor George Athanassakos article in Canada’s Globe & Mail. Both the old and…
Contrasting Buffett’s New & Old Value Investing Styles -- Cigar Butt vs. High Quality.
Warren Buffet’s strategy has changed over the years because the funds he manages have grown, according to Professor George Athanassakos article in Canada’s Globe & Mail. Both the old and…
Value Investing Advice: Take Time Out for “Calm Contemplation”
Value investor and author Guy Spier discusses his philosophy on investing, which includes taking a long term perspective, not reacting to news and pundit predictions and keeping an arm’s length…
Is it Time for Value Stocks to Shine?
The relative underperformance of value stocks (low P/E, low P/B) stocks could come to an end soon according to this Barron’s piece. While growth stocks typically outperform value in periods…
Bill Nygren on Value Investing, the Attractiveness of Financials, and Learnings from Different Perspectives
Noted mutual fund manager Bill Nygren of the Oakmark Select fund thinks that long term equity investors can “expect a mid- to upper-single digit minimum return in the market” looking ahead,…
3 Rules Successful Long Term Investors Should Follow
Brett Arends over at MarketWatch gives equity investors’ fretting over the latest market volatility some timeless advice in his latest ROI column — “Buy early. Buy often. And buy cheap.”…