Despite the threat of rising inflation and a potentially more hawkish Fed stance, “some market strategists say the group could still see gains this year.” This according to a recent…
Tag: Value Stocks
Finding Quality Value Stocks With Joseph Piotroski's F Score Methodology
Research shows that value stocks can generate an excess return because the market tends to overestimate their problems, and value investors benefit when it realizes that. But despite that being…
Plenty of Fuel Still in the Tank for Value Stocks
Several forces are unfolding that indicate the rebound in value will continue, according to a recent article in Advisor Perspectives from Avi Lavi of AllianceBernstein. The article examines the drivers…
Value Stocks: Will 2021 Be Their Year?
Several signs point to an end of the long-term slump suffered by value stocks, according to a recent article in Kiplinger. Here are some key takeaways from the article: The…
Academic Research Spotlight: Migration by Eugene Fama and Kenneth French (Ep. 85)
This week, we look at some interesting research that took a unique approach to explaining the value and size premiums. We examine the paper “Migration” by Eugene Fama and Kenneth…
Where to Find the Next Leg of Gains if Value Starts Slowing Down
The recent comeback of value stocks has been bolstered by rising interest rates and inflation concerns, but growth could re-emerge as a dominant force “as the easy money in small-cap…
The Valuation Gap Between Growth and Value, and How to Play It
A recent article in Barron’s reports that downtrodden value stocks are “finally winning” and the “comeback seems for real.” The wide valuation spread between growth and value, along with the…
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.…
This Group Likes Accelerating Inflation
In a recent MarketWatch article, contributor Mark Hulbert asserts that while most investors don’t like rising inflation, value investors are an exception. Value investors, Hulbert argues, “are keenly aware that…
Value Investing is Back! Or is it?
By Jack Forehand (@PracticalQuant) — Those of us who run value strategies have had more reason to celebrate in the past 9 months than we had in the prior decade…