Why Value Investors Shouldn’t Ignore Momentum

“Don’t chase performance” is a lesson any good value investor should have learned. But in a piece for Canadian MoneySaver, Validea CEO John Reese looks at how keying on high-momentum, hot stocks can actually help boost returns in a value-oriented portfolio.

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Sonders Talks Inflection Points, and Zweig’s Greatness

In a wide-ranging interview with Barry Ritholtz on Bloomberg’s Masters In Business podcast, Charles Schwab’s Liz Ann Sonders offers her take on the bull market, and a look at her early years working for the great Martin Zweig.
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Tech Bubble Lessons For Today’s Investors

After 15 years, the Nasdaq Composite Index recently eclipsed its March 2000 record high. But The Wall Street Journal’s Jason Zweig says that before they get too excited, investors would be wise to remember the lessons of the Nasdaq’s decade-and-a-half of struggle to regain its high.
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Ben Graham, Index Fund Fan?

Would Benjamin Graham, the man known as “the father of value investing” and a pioneer in security analysis, have liked plain, generic index funds? In a recent column, Jason Zweig, who edited an updated edition of Graham’s classic book The Intelligent Investor, says yes.
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The Case for Dow 85,000

It may seem hard to believe that the Dow Jones Industrial Average could increase nearly five-fold over the next 15 years. But two top strategists have recently laid out a good case for the Dow hitting 85,000 by 2030.
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Where A Bond Guru Is Finding Value

Top bond fund manager Stephen Smith thinks that three key factors — oil’s decline, interest rate declines, and tumbling non-US currencies — will lead to better-than-expected global growth.

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Fisher On False Fears, And False Hopes

Top strategist Kenneth Fisher says that he is keen on European stocks because of “false fears” in the region, while he is down on Japanese stocks because of “false hopes” there.
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