• Jeff Saut Says Market is Bottoming
• Charles Nenner Sees Bear Market in Oil For 2019
• Jeff Gundlach: “The Situation has Changed”
• Mary Ann Bartels Explains The Thesis of the Secular Bull
• Jeffrey Gundlach: Commodities Are Cheap

All posts tagged "value investing"

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  Imperial Brands PLC (IMBBY) Increased in the SMA Portfolio

  The position in Imperial Brands PLC (IMBBY) was increased in the SMA Portfolio on Friday, May 31st, from a 1.8% weighting to 2.5% with cash available.

  • Posted June 2, 2019
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  Imperial Brands Added to the SMA Portfolio

  Imperial Brands PLC (IMBBY) was added to the SMA Portfolio this week at a price of $42.25. The allocation to IMBBY is 2.6% of the portfolio. Imperial Brands is a large British tobacco company trading near its...

  • Posted October 13, 2017
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  Royce Value Trust to be Added

  Concerns following Great Britain's decision to exit the EU have created opportunities to purchase equities significantly lower than a few days ago.

  • Posted June 27, 2016
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  Closed-end Fund Adams Natural Resources to be Added to the SMA Portfolio

  There are occasions when a Closed-End Fund (CEF) is preferable to holding a comparable ETF due to the positive effect a high discount has on expected return.

  • Posted July 1, 2015
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  A Value Investor’s Potential Opportunity in Country ETFs

  A couple of weeks ago financial writer Brett Arends wrote an article featured at Marketwatch highlighting what he referred to as "the 8 cheapest stock markets in the world."

  • Posted February 25, 2014
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  Total Stock Market Capitalization Relative to GDP Indicates Equities Pricey

  One metric that value investors look at to determine the overall attractiveness of equity prices is the ratio of stock market capitalization relative to Gross Domestic Product (GDP).

  • Posted January 14, 2014
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  Value Investor Scott Black Makes the Case for Investing in Oracle

  Noted value investor and Barron's Roundtable regular Scott Black, president of Delphi Management was on Fox Business News extolling the virtues of Oracle (ORCL).

  • Posted October 18, 2013
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  David Winters: Having the Right Investments Will Make You Rich

  Consuelo Mack of Wealthtrack recently interviewed the portfolio manager of the Wintergreen fund, David Winters.

  • Posted July 23, 2013
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  Rob Arnott Still Has Faith Emerging Markets Will Deliver For Investors

  Emerging markets have generated dismal returns year-to-date; especially relative to U. S. equities. Investor sentiment towards the developing world is at a low ebb; typical for an underperforming asset class.

  • Posted July 22, 2013
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  David Herro Finds Value in Europe and Japan

  David Herro, chief investment officer of Harris Associates, was interviewed as part of Barron’s eighth annual Art of Successful Investing conference. The conference was host to several noteworthy investors including Felix Zulauf, Daniel Fuss, Scott Black, Fred...

  • Posted November 1, 2012
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