Browsing Category
value investing
212 posts
Why Factor ETFs?
Listen to the article (2:29): According to Veronika Popova, Director of ETF Strategy at CI Global Asset…
Drilling for Oil on the NYSE
by William Smead, Smead Capital Management Dear fellow investors, As a young stockbroker in the 1980s, I was…
Growth vs. Value: What Does It Mean?
by Liz Ann Sonders, Chief Investment Strategist, and Kevin Gordon, Charles Schwab & Company Ltd. Performance underneath the…
Passive Value Investors are Not Value Investors
by Michael Lebowitz, 720 Global Research Investment management can be silly, just like the title of this article.…
Price-to-Fantasy Ratio: Self-Deception with Forward Operating Earnings
by Chris Brightman, and Robert Arnott, Research Affiliates A common error of earnings1 aggregation from stocks to the…
The Good News: Einhorn is Finkle
by Cole Smead, Smead Capital Management Dear fellow investors, In the 1994 comedy film, Ace Ventura: Pet Detective,…
Gold Has Reached the Stage We All Dream About
by Jared Dillian, The 10th Man Since starting The 10th Man in 2014, I’ve written about gold maybe…
Style Factor Check-in: Growth vs. Value
by Tom Shipp, CFA, Sr. Equity Analyst, LPL Financial As the focus for US equities continues to be…
Growth vs. Value: What Does It Mean?
by Liz Ann Sonders and Kevin Gordon, Charles Schwab & Company Ltd. Performance underneath the surface is sometimes…
The Mayor White Problem for Investors
by Cole Smead, Smead Capital Management Dear fellow investors, While reading Jeff Nussbaum’s new book Undelivered, I came…
Buffett, Jones and Hamm: An Oil Wisdom Trifecta
by William Smead, Smead Capital Management Dear fellow investors, Someone once said, “Better than being smart is knowing…
International outlook: What's old is new again
by Carl Kawaja, Robert Lind, and Steve Watson, Capital Group You can’t build the new economy without old…
As Rates stabilize, growth stocks may rebound
by Russ Koesterich, CFA, JD, Portfolio Manager, Blackrock Russ Koesterich, managing director and portfolio manager, of the Global…
FAANG Is Dead: A Timeless Lesson for Equity Investors
by James Tierney, Jr. CIO, Concentrated U.S. Equity & Michael Walker, PM, Research Analyst, Concentrated Growth, AllianceBernstein For…
Why recession chatter benefits GARP
by Russ Koesterich, CFA, Portfolio Manager, Blackrock Russ Koesterich, Managing Director and Portfolio Manager of the Global Allocation…
