After a lengthy period of underperformance, value stocks have started to rebound. And in a recent piece for Proactive Advisor, Validea CEO John P. Reese says they are now poised…
Tag: Value Stocks
Murky Outlook Suggests Selecting Value Stocks Says Dreman
David Dreman of Dreman Value Management says, “the outlook for the market couldn’t be murkier” in a Forbes column. He notes that corporate revenues and profits for the S&P 500…
Blending Growth and Value Type Strategies Could be Best
Investment firm Gerstein Fisher suggests that “blending Growth and Value [approaches to investment] even in a simple 50/50 split generally offers more stable returns than either a 100% Growth or…
Positioning for 2016
Patrick O’Shaughnessy of O’Shaughnessy Asset Management says “if you look historically at what broad categories do well during period of rising rates . . . value stocks tend to…
Re-defining Value
The value premium may seem to have disappeared. Since 1926, cheaper stocks have outperformed expensive ones by 400% according to data from Normura (see graph below). Since February 2007, however,…
When It Comes To Growth Or Value, Have Your Cake And Eat It Too
It’s extremely common to hear investment commentators talk about “growth” and “value” as though they are polar opposites. But Validea CEO John Reese says not to buy that false notion.…
Don't Get Spooked By Value Stocks
Value stocks may have underperformed growth stocks for several years now, but Validea CEO John Reese says investors would be wise not to pronounce value investing dead anytime soon. “Given…
Goldman's Kostin: Think US-Focused Value Plays
Goldman Sachs Chief Equity Strategist David Kostin says an improving economy means investors should look to value stocks. (more…)
The Case For Small Caps
In his latest column for Seeking Alpha, Validea CEO John Reese lays out his case for not ditching small caps despite their weak recent performance. (more…)
Here, There, and Everywhere -- Value Wins
Think value is overrated? Think again. In a recently released Swiss Finance Institute Research Paper, Nilufer Caliskan and Thorsten Hens of the University of Zurich looked at value and growth…