jh

1,095 Flips | 1 Magazine | 6 Following | 17 Followers | @johnhugg | Keep up with jh on Flipboard, a place to see the stories, photos, and updates that matter to you. Flipboard creates a personalized magazine full of everything, from world news to life’s great moments. Download Flipboard for free and search for “jh”

Small-Cap Value Stays Strong

<b>Small-Cap Value Stays Strong by Chuck Royce and Francis Gannon, The Royce Funds</b><p>Chairman Chuck Royce and Co-CIO Francis Gannon explain why they …

Stop Lying to Yourself About Value Investing

Value investing has been in the doghouse for a decade. That’s right, growth stocks have trounced value stocks for a DECADE.<p>Some investors are betting …

portfolio theory Is Wrong And Value Investing Works

Why portfolio theory is wrong<p><b>[Editor’s note: This letter was penned by Tim Price, London-based wealth manager and author of Price Value</b> …

Value investing: myth and reality

Value investing: myth and reality<p>Recently, I came across an interview of Berkshire Hathway’s vice-chairman Charles Munger (A Fireside Chat with …

Value Investing in Spring: 3 Stocks to Put on Your Radar in May

Image source: Emerson Electric.<p>As the month of May hits the ground running, many investors will inevitably begin to mull the old investing adage, "Sell in May and go away." But regardless of what mathematical gymnastics proponents of "sell in May" might be able to come up with to justify the …

Invested Capital Yields Insight Into True Value Of Assets

Invested capital equals the sum of all cash that has been invested in a company over its life with no regard to financing form or accounting name. It’s the total investment in the business from which operating profit is derived.<p>As the denominator in our return on invested capital (ROIC) …

These two stocks demonstrate two different approaches to value investing

Not all value investors are the same. Those who follow the Ben Graham (or early Warren Buffett) approach tend to be opportunistic – they buy and sell all the time. Those who follow the (contemporary) Buffett approach tend to be long-term investors – they buy and hold.<p>Irrespective, however, of which …

Benjamin Graham's Long Lost Formula For Valuing Growth Stocks

<b>Benjamin Graham’s Long Lost Formula For Valuing Growth Stocks by Ankur Shah, Value Investing India Report</b><p>Get The Full Seth Klarman Series in PDF<p>Get …

How Safe Is Time Warner Cable Inc. Stock?

After more than two years of regulatory review, <b>Time Warner Cable</b> appears to be close to winning approval of its proposed merger with <b>Charter Communications</b> . Reflecting that optimism, shares recently passed $200 to set a new all-time high.<p>Anything can still happen, of course, including more delays …

Better Buy: Facebook Inc. vs. Alphabet Inc.

Will Google come out on top in a face-to-face matchup with Facebook. Image source: Pixabay.?<p>When it comes to "high conviction" stocks, there are no two companies higher on my list than <b>Facebook</b> and <b>Alphabet</b> -- better known as Google. Both founder-led companies are incredibly successful, with milewide …

A Dozen Things I’ve Learned from Dr. Michael Burry about Investing

<b></b> Dr. Michael Burry is the founder of Scion Capital. He was recently made famous with the general public as a character in the movie adaptation of …

Investing

A Case Study On Large-Cap Value Investing

<b>Net Cash Stocks And</b> <b>Large-Cap Value Investing</b><p>In my previous article titled "How Benjamin Graham Will Possibly Invest In A World Without Net-Nets," I …

Ben Graham on Interpreting Financial Statements | Investopedia

“The Interpretation of Financial Statements” is the classic book by Benjamin Graham. Widely regarded as the founder of value investing, Benjamin …

Value Investing: The Importance Of Studying History

<b>Value Investing: The Importance Of Studying History by John Chew, CSInvesting</b><p>Many outstanding investors have been fanatical students of history …

Mining stocks are soaring -- Fortescue up 12%

Photo: Shutterstock.<p>Shares in mining companies soared in early trade today on the back of rising commodity prices.<p>Mining stocks as a group were up almost 3%. Those with an exposure to iron ore rose fast.<p>Fortescue Metals was up more than 12% to $2.79, Atlas Iron surged 20% to $0.018 and BC Iron 32% …

Stock Markets

Better Buy: Freeport-McMoRan Inc. vs. Alcoa Inc.

The outlook for commodities has changed significantly over the past couple of years. A once robust outlook has been upended by slowing growth in China, which sapped that country's growing appetite for natural resources. This caused a significant plunge in commodity prices, leading to a pummeling of …

Better Turnaround Bet: Macy's or Nordstrom?

Last year was a bad one for most department store chains. <b>Macy's</b> and <b>Nordstrom</b> were no exception. At Macy's, adjusted earnings per share slid 14% to $3.77 in fiscal 2015, down from $4.40 a year earlier. The decline would have been even steeper but for some real estate gains that Macy's recorded last …

4 Dividend Stocks Hedge Funds Love - And You Should Too

One of my favorite ways to find new investment ideas is by keeping an eye on what the smartest players in the game are up to. That’s hardly a novel concept. After all, it’s always wise to study the greats—in investing or anything else.<p>But investors can do more than just watch the smart money; we …

Oil Rig Count Drops by 8, Hedge Funds Keep Dumping Short Positions

In the week ended March 4, the number of rigs drilling for oil in the United States totaled 392, compared with 400 in the prior week and 922 a year …

Oil

Step 9: Invest Like the Masters

Growth, value, international. Which style is right for you? If you're a Fool, you happily blend together all three! Join us, though, as we walk through three distinct yet Foolish styles of investing, and see if you can figure out which way you tilt.<p>Growth guru Peter Lynch is a legend around the …

Starboard to Push for Control of Board in Upcoming Yahoo Talks

Starboard Value, the activist hedge fund leading an investor revolt against Yahoo management team, will push for control of the company’s board in …

Redefining Risk And Return In Common Stock Investment From A Value Investing Perspective

<b>Redefining Risk And Return In Common Stock Investment From A Value Investing Perspective: Some Tenable Propositions Eben Otuteye and Mohammad</b> …

Oil Hits Two-Month High on Talk of Output Agreement

Major players speak of ‘critical mass’ agreeing to freeze oil production<p>NEW YORK—Oil markets rose to a two-month high Tuesday as traders focused on the possibility of an output agreement among large producers.<p>Russia’s energy minister said Tuesday that a “critical mass” of oil-producing countries …

Better Buy: Cisco Systems, Inc. or IBM?

Image source: Cisco.<p><b>IBM</b> has been a tech giant since the 19th century. <b>Cisco Systems</b> built its fortunes -- and the networking foundations of the Internet itself -- in the 1990s.<p>Both stocks have produced plenty of millionaires over the years. But both are also facing brand new challenges in the …

To Really Understand Shareholder Value, Look At Return On Invested Capital

Return on invested capital (ROIC) does a better job of explaining changes in shareholder value than any other metric, so why do investors, executives, and the financial media focus on reported earnings and other metrics such as EBITDA that ignore the balance sheet? Why aren’t executives around the …

Hedge funds are getting ready for Armageddon

Hedge fund investors are battening down the hatches.<p>"Hedge fund positions bear all the imprints of significant risk aversion already," Societe Generale strategists said Wednesday in a note. "The volatile start of 2016 forced hedge funds to adopt a very cautious stance."<p>As the chart below shows, …

Stock Markets

These are the 25 stocks hedge funds have been shorting like crazy

Those are some of the short positions highlighted in new research from Goldman Sachs, which put together a "Very Important Short Position List."<p>Goldman analyzed 860 hedge-fund portfolios with $1.8 trillion of gross equity positions ($1.2 trillion long and $650 billion short).<p>We've included the top …

Investing

Macy's Tops Estimates, Hints at Real Estate Deals

Macy's said profit slid in its latest quarter, dragged by a disappointing holiday shopping season, but the retailer beat expectations and hinted it has moved closer to potential real-estate transactions.<p>Shares in the company, down 36% over the past 12 months, climbed 5.7% in premarket trading.<p>The …

Yes, Time Inc. Buying Yahoo Actually Makes Some Sense. Here's Why

Let’s face it, the jokes pretty much write themselves. According to one report, Time Inc.—the company that owns <i>Fortune</i>, among other things, and pays …

Advertising