Section
value investing
249 posts
Buying Value in a Good Ol’ Bull Market
by Smead Capital Management Many well-regarded experts have weighed in on the length and the pricing of common…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Energy and financials: The value within value
by Russ Koesterich, Chief Investment Strategist, Blackrock Investments Value stocks have started to show signs of life. Russ…
Value's Lazarus Moment
by William Smead, Smead Capital Management In the Bible, Jesus arrives to help his friend Lazarus a few…
Update on Growth and Value Stocks
by Burt White, Chief Investment Officer, LPL Financial KEY TAKEAWAYS Growth stock valuations appear rich; its run may…
Bill Smead: Large Cap Value Farming
by William Smead, Smead Capital Management Value investing is very similar to farming. A farmer needs fertile ground,…
We Didn’t Start the Fire
by William Smead, Smead Capital Management What should long-duration common stock owners like us do with the news…
Disruptions in the wider economy can create opportunities for Canadian Investors
Wincy Wong, Portfolio Manager on the Mackenzie All Cap Value Team, says disruptions in the wider economy can…
Value: Dead or just slumbering?
by Russ Koesterich, Portfolio Manager, Blackrock alue stocks have largely sat out the broader market rallies this year.…
Intense Bargain or Value Trap?
by William Smead, Smead Capital Management As value managers, we are often asked if a company whose stock…
Jeffrey Saut: Graham & Dodd vs. Edwards & Magee
by Jeffrey Saut, Chief Investment Strategist, Raymond James August 21, 2017 The development of a personal trading or…
Tillinghast: Fidelity’s unassuming investment giant is sharing his wisdom
An excerpt from an interview by Kate Welling of WellingonWallSt., originally published on March 3, 2017 Joel Tillinghast…
Great Value Investor & Global Brand Name Investment Specialist, Thomas Russo, Shares His Strategies
In a rare interview, great value investor Tom Russo, Gardner Russo Gardner, explains why the ability to say…
Value Update: Where Is the Next Pocket of Opportunity?
by Norman Boersma, Cindy Sweeting, Heather Arnold, and Tucker Scott, Franklin Templeton Investments Over the last 18 months…
Value US Sectoral Analysis: What's Under the Hood?
by Nicolas Rabener, FactorResearch SUMMARY Using price-to-book (PB) or price-to-earnings (PE) results in similar Value factor performance Some…
Cheap for a reason? Beware the value trap
Cheap for a reason? Beware the value trap by Nick Kalivas, Senior Equity Product Strategist, Powershares (Invesco), via…
