With the stock market bubbling to new highs, investors are right to be skittish. While corporate profits are still growing, so are corporate valuations, which have never been higher. That raises the obvious question of whether now is a good time to be investing in the market. When you invest in stocks, you’re investing in …
The Market May Be Bubbling, but You Can Still Find Cheap Stocks Read More »
For this post, I’ve included a video that has received more than twenty million views. While it doesn’t have anything to do with investing, it is one of the most illuminating and instructive videos an investor could see all year. Actually, it carries a crucial message that can impact anyone’s life. Of course, I choose …
(Beauty) Value is Everywhere. You Just Need to Know How to Look For It Read More »
In a year that has seen 40 percent swings in both directions, it’s hard not to be utterly transfixed by the stock market’s performance and many of the stocks that have been carrying it this year. Like any year in the market, it’s the investment performance of some stocks that seem to dominate the headlines …
Value investing is dead – long live value investing. That seems to be the conclusion drawn by the author of an article a colleague recently sent me. The article, titled “Robot Tried to Fix Value Investing and Ended Up Buying Amazon,” all but dismantles many of the long-held beliefs that have guided value investing for …
In the Search for Value, It’s Not Your Father’s Value Stock Anymore Read More »
In early January, we divested our portfolio of its remaining exposure to international stocks. It was actually a mutual fund with a diversified portfolio of international stocks. We sold it, and our exposure to international stocks is now zero. This raised eyebrows among our clients as well as outside observers who ascribe to the conventional …
When I was still in high school, John Rekenthaler began his career researching the mutual fund industry. I remember reading articles from him many years ago. His long resume brings with it a degree of credibility. Seminal Investing Concept Questioned So, it was with great interest that I read of his attempt in a recent article …