by William Smead, Smead Capital Management Value investing is very similar to farming. A farmer needs fertile ground, well-planted seeds, unshakable patience, loads of sunshine, watering and weeding, ...Read more Comments Off on Bill Smead: Large Cap Value Farming
by Russ Koesterich, Portfolio Manager, Blackrock alue stocks have largely sat out the broader market rallies this year. Russ explains why, and what could spark a return to ...Read more Comments Off on Value: Dead or just slumbering?
by Norman Boersma, Cindy Sweeting, Heather Arnold, and Tucker Scott, Franklin Templeton Investments Over the last 18 months we’ve seen the beginning of a rally in value stocks, ...Read more Comments Off on Value Update: Where Is the Next Pocket of Opportunity?
by Frank Caruso, Chief Investment Officer—US Growth Equities, AllianceBernstein Investors are wary about US stock multiples. But elevated valuations of high-growth stocks may be deceiving. Growth overachievers that can ...Read more Comments Off on Equity Growth Stars: Bargains in Disguise
Cheap for a reason? Beware the value trap by Nick Kalivas, Senior Equity Product Strategist, Powershares (Invesco), via S&P Dow Jones Indices What is a value trap? While ...Read more Comments Off on Cheap for a reason? Beware the value trap
by Burt White, Chief Investment Strategist, LPL Financial KEY TAKEAWAYS · We recommend that investors generally maintain balance across value and growth stocks. · Improving economic and profit ...Read more Comments Off on Is there still value in value?
by Rick Friedman, GMO LLC, via Wells Fargo Asset Management Let’s imagine Plutus, the Greek god of wealth, was feeling so benevolent at the beginning of 2016 that ...Read more Comments Off on Emerging markets: Value trumps headlines
by Corey Hoffstein, Newfound Research This blog post is available as a PDF here. As an investment strategy, momentum focuses solely on prior returns. Being valuation agnostic, ...Read more Comments Off on Momentum: Letting the Cheap Get Cheaper?
by Bob Simpson, Synchronicity Performance Consultants gps_pro_rating_report.pdf File Size: 1137 kb File Type: pdf Download File This article originally appeared at the Synchronicity Performance Consultants' Blog ...Read more Comments Off on Worth a deeper look: Gap Inc. (GPS)
by Bob Simpson, Synchronicity Performance Consultants stx_pro_rating_report.pdf File Size:1212 kbFile Type:pdf Download File This article originally appeared at the Synchronicity Performance Consultants' Blog ...Read more Comments Off on Worth a deeper look: Seagate Technology (STX)