Section
value investing
244 posts
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…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
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…
Why value is still a value
by Russ Koesterich, Portfolio Manager, Blackrock The rally in value stocks may have stalled, but Russ discusses why…
Is there still value in value?
by Burt White, Chief Investment Strategist, LPL Financial KEY TAKEAWAYS · We recommend that investors generally maintain balance…
The Growth/Value Cycle: Is Value Leading Again?
by Eddy Elfenbein, Crossing Wall Street Every so often, I like to see where we are in the…
Beyond Face Value in European Equities
by Tawhid Ali, Nelson Yu, AllianceBernstein European value stocks have rallied recently. But identifying cheap stocks with recovery…
Presidential Investing: Sell Joy, Buy Misery
by William Smead, Smead Capital Management As an observer of ten presidential election cycles while working in the…
