July 9, 2019 - They say that May showers bring June flowers and with value’s underperformance in May, investors were hoping that June would bring a subsequent turnaround in value performance. (more…)
Mike KessleringJuly 9, 2019
June 18, 2019 - “Own only high quality stocks” is an oft-repeated investment mantra. (more…)
JulianJune 18, 2019
June 12, 2019 - Stock market returns in May were volatile, with the S&P 500 down -6.4% and the S&P / TSX Composite down -3.1%. (more…)
JulianJune 12, 2019
May 23, 2019 - One hundred and ten years ago, a successful laboratory experiment run by chemist Fritz Haber revolutionized the agricultural industry worldwide. (more…)
Mike KessleringMay 23, 2019
May 8, 2019 - We had previously warned investors not to invest in stocks based on their dividend yields in a recent piece entitled “Whatever You Do, Don’t Invest Based On Dividend Yield”. (more…)
JulianMay 8, 2019
April 23, 2019 - Fundraising for the private equity industry has been knocking it out of the park over the past number of years, with $3 trillion raised from investors since 2012. As one private equity firm remains on track to raise the largest leveraged…
JulianApril 23, 2019
April 18, 2019 - The classic thinking that many amateur investors, and even some professionals, have is that if you buy a stock with a high dividend yield, you should do well in the markets. Certainly, there is no shortage of dividend-investing hype and catch…
JulianApril 18, 2019
April 9, 2019 - The story goes that Joe Kennedy, near the peak of the market in 1929, started to receive unsolicited stock tips from his shoeshine boy. Kennedy’s thinking was that if the shoeshine boy was long of stocks, who else was there to…
JulianApril 9, 2019
April 3, 2019 - Value investing’s obituary has been written numerous times over the past decade. The reason attributed to its death is poor performance. Is this reality or is it fake news? The Found Art of Value Investing Value investing, the practice of buying…
JulianApril 3, 2019