by Dylan Ball, Executive VP, Franklin Templeton Global Equity Group European value investing is a strategy that many investors have tended to overlook in recent years. But in ...Read more Comments Off on Why Europe’s Earnings Rebound Could Offer a Fillip for Active Value Investors
by William Smead, Smead Capital Management In the Bible, Jesus arrives to help his friend Lazarus a few days after he had already died. His friends Mary and ...Read more Comments Off on Value's Lazarus Moment
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 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?
The Equity Valuation Paradox by William Smead, Smead Capital Management “You May Be Right—I May Be Crazy” You May Be Right by Billy Joel Long time stock market ...Read more Comments Off on The Equity Valuation Paradox
Rob Arnott’s tips for good value hunting Trading against the most extreme bets into cheap inflation protection is rewarded, though it can take time by Rob Arnott, Founder ...Read more Comments Off on Rob Arnott's tips for good value hunting
by Eddy Elfenbein, Crossing Wall Street It’s a well-known fact that value stocks have, over the long-term, outperformed the overall stock market. But how long is long-term? As ...Read more Comments Off on The Lost Decade for Value
Berkshire Hathaway Stock Will Make a Comeback, Says Bill Smead April 30, 2016 – Value investing will return into favor and Berkshire Hathaway stock will make a comeback, ...Read more Comments Off on Berkshire Hathaway Stock Will Make a Comeback, Says Bill Smead