value investing

Insight Markets Outlook Strategy US Stocks value investing

Value Stocks Show Signs of Awakening

Value stocks have underperformed for years. But things may be changing. Cheaper stocks have shown signs of awakening recently, and several market forces could tip the scales in ...
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active investing Insight Markets Outlook Strategy US Stocks value investing

Road Not Taken

by Tony Scherrer, Smead Capital Management “Two roads diverged in a wood, and I— I took the one less traveled by, And that has made all the difference.” ...
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Insight Markets Outlook Stocks US Stocks value investing

Disciplined Opportunism: Templeton and Price Revisited

by Cole Smead, Smead Capital Management A few weeks ago, Barron’s magazine mentioned a book that doesn’t get much play these days titled The Money Masters, authored by ...
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active investing Insight Markets Outlook Stocks Strategy US Stocks value investing

Is it Time for Value Stocks to Shine?

by Franklin Templeton Investments Since 2008, US growth stocks (particularly in faster-growing sectors such as technology) have tended to perform better than US value stocks, as the chart ...
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Insight Markets Outlook Strategy US Stocks value investing

The Temperature of Market Leadership

by William Smead, Smead Capital Management At Smead Capital Management, we want to avoid excitement and expense in the marketplace. When a sector of the stock market gets ...
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active investing Insight Markets Outlook Strategy US Stocks value investing

Smoked in 1999 or Vaped in 2018: What You Pay Buying Shares Matters

by William Smead, Smead Capital Management “Have the purchase price be so attractive that even a mediocre sale gives good results.” – Warren Buffett It is no secret ...
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Value Investors Long Drought

by Craig Basinger, Chris Kerlow, Derek Benedet, Shane Obata, RichardsonGMP, Connected Wealth At what point during multi-year droughts do farmers begin to wonder if the rain simply won’t ...
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Insight Markets Outlook Strategy US Stocks value investing

The Encore (... don't wait for it)

by Tony Scherrer, Smead Capital Management “Nothing is more dangerous than an idea when it is the only one we have.” – Alain, 1868-1951, French philosopher The word ...
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Insight Markets Outlook Strategy US Stocks value investing

Time for Value to Shine?

by John Lynch, Chief Investment Strategist, LPL Financial KEY TAKEAWAYS After the longest run of outperformance of growth stocks ever, we think value may be poised for a ...
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active investing ETFs Global Investing Insight Markets Outlook Stocks Strategy US Stocks value investing

Is It Time For Value Investing to Return to the Limelight?

In recent years, value investing has played second fiddle to growth investing. But now could the stage be set for its return to the limelight? Franklin Mutual Series ...
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active investing Insight Markets Outlook Strategy US Stocks value investing

Mr. Market Grasps the Esoteric

by William Smead, Smead Capital Management We are reminded of Ben Graham’s Mr. Market analogy. In his analogy, the stock market is like having a business partner (Mr. ...
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active investing Insight Markets Outlook Strategy US Stocks value investing

Bill Smead: The Good Shepherd Investor

by Smead Capital Management David was the King of Israel and the writer of many of the Psalms. He spent his formative years as a shepherd and framed ...
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Insight Markets Outlook Strategy US Stocks value investing

Is Good Health Worth the Cost?

by William Smead, Smead Capital Management “The future is never clear, and you pay a very high price in the stock market for a cheery consensus. Uncertainty is ...
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Insight Markets Outlook Strategy US Stocks value investing

Betting Against the Flows

by Tony Scherrer, Smead Capital Management Know what you own, and know why you own it.” – Peter Lynch Money flowed into passive investment vehicles at an ever-increasing ...
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active investing Insight Markets Outlook Strategy US Stocks value investing

Bill Smead: Minority Report

by William Smead, Smead Capital Management “Investing is the only sphere of life where victory, security and success goes to the minority and never to the majority.” —John ...
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