Value Disconnect: Why Are Cheaper Stocks Still Stuck?

Global value stocks have continued to underperform in 2019. But there’s a big disconnect between the weak returns of cheaper stocks and their underlying earnings profile. Q1 hedge fund letters, conference, scoops etc Investors in value stocks have continued to be disappointed this year. In the first four months of the [...]

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Unicorns And Growth: From Sales Stories To Profit Fantasies

Technology unicorns are in the spotlight, with Uber’s high-profile IPO expected this week. As scrutiny of their business models intensifies, we think investors should also ask tough questions about publicly traded companies with high sales growth but scant cash flows. Q1 hedge fund letters, conference, scoops etc Uber’s quest to raise [...]

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Investment-Grade Bonds Opportunity And Present Warning

US investment-grade corporate bonds look cheaper today than their lower-quality counterparts in the high-yield market. Is this the buying opportunity of a lifetime? Not exactly. A closer look reveals there’s actually method to the madness. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in [...]

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The Price Isn’t Right, Bob

Stocks: The Price Isn't Right Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues. [...]

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Debt Hangover Looms After US Borrowing Binge

US companies, lured by historically low interest rates, have taken on massive amounts of debt in recent years. As rates begin to rise, investors should beware of companies that might be vulnerable to increasing financing costs. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading [...]

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Safety Stocks: Mind The Debt

Rising rates are adding new risks to equity markets. Stocks of companies that are saddled with debt have underperformed recently. And leverage is especially high in sectors widely seen as safe havens. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it [...]

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Emerging Markets, Emerging Political Change

Everyone in 2018 is watching emerging markets for political risk because there are a number of elections on the calendar. We are obviously watching that very carefully. [REITs] See 2017 Hedge Fund Letters. geralt / Pixabay We’ve seen political change happening in countries such as Ukraine [and] in South Africa. So this is [...]

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Can Investors Make Money In A US-China Trade War?

President Trump’s plans for tariffs on about $60 billion of Chinese imports have rattled equity markets. Investors should begin to study which types of industries, countries and companies could win or lose if an all-out trade war erupts. See 2017 Hedge Fund Letters. Since his election campaign, President Trump has promised [...]

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Defaults Wont Rock High Income?

Worried about rising defaults? Here are two good reasons not to be. First, even in 2009’s high-default environment, when the default rate topped 10%, US high yield delivered an astonishing 59% rate of return. Second, for 2018, we expect the high-yield default rate to rise to just 2.5%. That’s [...]

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Inflation Could Destroy Munis

US inflationary pressures are developing that could be destructive. Investors need to seek protection quickly. But how? For municipal investors, some inflation strategies fall short, leaving portfolios at risk. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, [...]

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Rising Rates Aren’t A Disaster For Bonds?

Bond investors get anxious when rates rise suddenly, as Treasury yields have recently. But if your investment horizon is longer than a few months, rising rates are nothing to be afraid of. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it [...]

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Quality Control: Three Questions For Stocks In A Changing World

Finding high-quality companies is an essential component of many equity strategies. But with revolutionary forces sweeping through key industries, what really defines quality stocks? Investors must think proactively about how to identify quality in a changing world. [REITs] Check out our H2 hedge fund letters here. kulinetto / Pixabay Growth investors typically search [...]

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