“We view this as the backdrop for incredible investment opportunities…The current market environment is poised to generate some of the best returns in a quarter century.” This is the assertion of quantitative equity and multi-asset manager QMA in light of the current market situation in which expensive stocks with weak prospects have been outperforming attractively-priced, higher-quality stocks – a situation that the firm expects to reverse sharply, generating significant returns for investors holding value stocks. For more, CLICK HERE.
Value stocks have now lagged growth for more than a decade – an excruciatingly long stretch for value investors. And while the value premium has disappeared for extended periods of time before only to ultimately reappear, there is talk now that this time it may be gone for good. Is this time truly different for value? The author of today’s article examines the theories suggesting its demise – and the prospects for its return. For more, CLICK HERE.
With the bull market in its 10th year, the stock market challenging all-time highs, and assorted economic and political concerns, investors may be considering rotating out of growth stocks and into value stocks – but the author of today’s article advises “value investors had better be very cautious about what sort of ‘value’ they are looking for”, noting that “they often ignore or overlook the signs that a value trap is just about to eat into their assets.” He proceeds to outline “11 specific areas that investors need to consider when it comes to value investing now that the stock market has again challenged new all-time highs.” For more, CLICK HERE.
When the stock market is viewed as a singular entity, rather than as a market made up of individual stocks, babies (quality stocks) can get thrown out with the bathwater (selling action) during periods of volatility – and this provides an opportunity for value investors. Today’s article highlights four such value prospects – stocks that the author notes had “fine earnings reports but sold off anyway. These companies are all trading at a significant discount to their long-term averages with forward-looking growth expectations in-line with historical performance, signaling an irrational gap in pricing.” For these four stocks, CLICK HERE.
With emerging market stocks appearing to be more attractively valued compared to domestic stocks, what might be the top emerging market stock to buy right now? The author of today’s article declares that “For a value investor, the answer might be surprising” – and he proceeds to identify his pick (which based on one valuation is trading at less than half its intrinsic value) and the rationale for it. For more, CLICK HERE.
While the S&P 500 has surged in the past year, some stocks have been left behind – and while some of those left in the dust may be there for good and valid reasons, others have been weighed down by temporary obstacles. The author of today’s article highlights three stocks that he believes fall into the latter category – and thus may be of interest to value investors. To find out what these three stocks are – a pharmacy benefit manager, an appliance manufacturer and a precious-metal miner – and why the factors behind their underperformance may be mere bumps in the road, CLICK HERE.