All posts tagged "value investing"
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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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David Winters, Value Investor Extraordinaire, Interviewed
Consuelo Mack interviewed the manager of the Wintergreen Fund, David Winters, recently. Winters was mentored by Michael Price of the Mutual Series of funds. Winters said there has been a shift of emphasis by institutional and individual...
- Posted October 11, 2012