Last week’s post on analyzing US equity value and momentum risk premia ended with a question: How much, if any, improvement should we expect by adding a dynamic system for managing exposure to these risk factors vs. a buy-and-hold strategy? What follows is a preliminary effort in searching for an answer. As a preview, the results are mixed, but this may be an artifact of a) focusing on value....More>>>
Investors have plenty to be concerned about these days. Global stocks around the world have surged in 2017, sending frothy valuations even higher. The Federal Reserve is raising interest rates, and several central banks around the world have signaled expectations for tightening monetary policy going forward.
Source: Steve Buissinne via Stock Snap
With yields remaining near record....More>>>
Top executives at United Parcel Service Inc. (NYSE: UPS) took home outrageously high compensation last year, even though the parcel carrier missed many of its performance targets, like revenue growth and total shareholder returns.
In fact, UPS said in its March filings with the U.S. Securities and Exchange Commission (SEC) its three-year performance missed targets for revenue growth,....More>>>
Women’s March 2017, Image via StockSnap
Today (March 8) is International Women’s Day. It is also the day women across the country will not go to work, avoid shopping, and wear red, to give a small display of what the country would be like if women had fewer rights and were unable to contribute to our society. This is a continuation of the Women’s March that happened on....More>>>
Asset Managers Struggle With Outflows, Fee Compression
Buffetts 8 Nuggets of Investing Advice: Berkshire Shareholder Letter 2017
Ron Rhoades: DOL Fiduciary Rule Is as Good as Dead (for Now)
The Senate Banking Committee will consider the nomination of Sullivan and Cromwell partner Jay Clayton to head the Securities and Exchange Commission on March 23.
The committee also....More>>>
Over the past year, the performance of T. Rowe Price Blue Chip Growth (TRBCX has underscored why it pays to sit tight when a fund with a superior long-term record hits a speed bump. In 2016, as investors turned away from shares of the fast-growing, large-capitalization stocks that Blue Chip targets in favor of more-undervalued fare, the fund lagged the stock market dramatically. Stocks that had....More>>>
Heres a roundup of everything we covered on Barrons Stocks to Watch today:
Andy Newman/Associated Press
It was a big day for specialty pharmaceutical companies. We dug into Valeant Pharmaceutical International’s (VRX) 25% surge following its guidance and thebeginning of its asset sales, and Endo International’s (ENDP) 22% rise following its own earnings.
William Patalon III
No question, the IPO market has made a true resurgence.
True, we saw a bleak first quarter and a very quiet summer.
And the performance of newly public companies has been downright lousy: 70% of the companies that went public last year are now trading below their initial public offering price.
The buyer fatigue was palpable.
This is premium....More>>>