After a decade of struggle, the past six months have finally given value investors reasons for optimism. Although the recent outperformance pales in comparison to the underperformance over the course…
Tag: Value Stocks
Why Value Investing has a Brighter Future
While the dominance of growth stocks has intensified during the coronavirus pandemic, an article in ETF Trends argues that the “dynamics are changing and the environment is now looking more…
Are Intangibles to Blame for Value’s Pain?
A recent CFA Institute article debates the notion that the value factor’s long stretch of poor performance is due primarily to the increase in the percentage of intangible assets as…
The Recent Rally for Value Might Not Last
Value stocks have outperformed as the economy has emerged from recession, but the question remains whether the performance “has legs.” This according to a recent article in Barron’s. The strong…
The Best Time to Invest in Value
A recent study found that the value premium emerges only after the overall market becomes either highly overvalued or deeply undervalued. This according to a recent article in Institutional Investor.…
The Case Against Value Stocks – Part II
By Jack Forehand, CFA (@practicalquant) It would be an understatement to say that the last decade has been a challenging one for value investors. The problems were initially isolated to…
The Importance of Expectations in Investing (Ep. 63)
There is a common misconception that a good company is always a good investment. But that sometimes isn’t the case. The reason for that comes down to the role that…
Value Bulls Were Hoping for Democratic Sweep
Value stock bulls argue that a blue wave would lead to “a massive stimulus package to rev up the economy and spur inflation,” setting the stage for a rally in…
Value Stocks and Why You’re Not Getting a Premium
A recent MarketWatch article outlines some reasons why investors are abandoning value investing, and offers insights on why they shouldn’t. “The long-term case for value stocks is easy to make,”…
Value Stocks and Why You’re Not Getting a Premium
A recent MarketWatch article outlines some reasons why investors are abandoning value investing, and offers insights on why they shouldn’t. “The long-term case for value stocks is easy to make,”…