by William Smead, Smead Capital Management What should long-duration common stock owners like us do with the news of the horrific flood in ...Read more Comments Off on We Didn’t Start the Fire
Wincy Wong, Portfolio Manager on the Mackenzie All Cap Value Team, says disruptions in the wider economy can create value opportunities for Canadian ...Read more Comments Off on Disruptions in the wider economy can create opportunities for Canadian Investors
An excerpt from an interview by Kate Welling of WellingonWallSt., originally published on March 3, 2017 Joel Tillinghast is the portfolio manager of ...Read more Comments Off on Tillinghast: Fidelity’s unassuming investment giant is sharing his wisdom
In a rare interview, great value investor Tom Russo, Gardner Russo Gardner, explains why the ability to say no and the capacity to ...Read more Comments Off on Great Value Investor & Global Brand Name Investment Specialist, Thomas Russo, Shares His Strategies
by Norman Boersma, Cindy Sweeting, Heather Arnold, and Tucker Scott, Franklin Templeton Investments Over the last 18 months we’ve seen the beginning of ...Read more Comments Off on Value Update: Where Is the Next Pocket of Opportunity?
by Nicolas Rabener, FactorResearch SUMMARY Using price-to-book (PB) or price-to-earnings (PE) results in similar Value factor performance Some sectors are perpetually expensive while ...Read more Comments Off on Value US Sectoral Analysis: What's Under the Hood?