Value Is Not Dead – It Just Needs a New Definition
Since the U.S. stock market crash of 2008, growth stocks have outperformed value stocks by a wide margin. Figure 1 presents the performance of US Large Cap Growth and Value stocks as measured by the Russell 1000 style indexes and compares them to the performance of the S&P 500 Index. Figure 1. US Large Cap […]
Combination of Superb ‘GARP + Quality’ Grades and Surging Sentiment Makes Garmin (GRMN) our Favorite Holiday Stock
Garmin (NYSE: GRMN), a leader in GPS-enabled navigation, communication, and information devices has been one of our favorite stocks for years. Since MarketGrader started covering the company in February 2004, almost 25 years ago, we have given it a ‘Buy’ or ‘Hold’ rating—based on our 24-factor ‘GARP + Quality’ analysis—86.4% of the time, which amounts […]
Recent Fundamental Improvements Could Mark a Turning Point for Vimeo
The Stock’s Rising Sentiment Means Investors are Catching On Vimeo, Inc. (NASDAQ: VMEO), considered in the past a rival to Alphabet’s YouTube, has slowly transformed itself into a platform to produce, host and, most importantly, distribute high-quality video for professional creators and enterprises. The fundamental story, as reflected in MarketGrader’s analysis, speaks to an investment […]
Stock Rally Led by a Few Large Companies Raises Risk for Growth Investors
Market Imbalance Sets Up Fundamental Investing for Big Comeback Here’s our list of some of the most attractive opportunities in U.S. equities today The recent narrowing of market leadership to a few large growth stocks is offering compelling opportunities for investors willing to buck the trend and focus on company fundamentals. We see very attractive […]
U.S. Equities: Our Latest Views
Investors Continue to Underestimate the Impact Higher Interest Rates Are Having Across the Economy. Beware Expensive Large Cap Stocks.
The Barron’s 400, An Index for all Seasons
The Barron’s 400 index approach is focused on consistency rather than market timing. To use a baseball analogy, B400 focuses on consistently hitting singles and doubles to drive in runs, rather than swinging for the fences trying to hit home runs with each at-bat. This means that although B400 won’t always rank 1st in returns […]
The Barron’s 400 Index Makes Historic Sector Changes In its Latest Semi-Annual Reconstitution
The Barron’s 400 Index (B400) started the week with a newly reconstituted roster of constituents following its most recent rebalance, at the close of trading, on Friday September 16th. In its latest reshuffle, B400 replaced 166 of its constituents (three of these replacements occurred because of corporate actions), or 41.5% of its members, slightly below […]
Looking for the Market’s Bottom? Tread Carefully & Lean on GARP
Inflation Edition Bonus: 50 stocks that could thrive in this environment Last week’s dreadful inflation report finally disabused equity investors of the notion that the Fed is going to orchestrate a soft landing while tightening monetary policy. The market is now repricing risk assets in anticipation of a less forgiving economic environment, as the Fed […]
Are Stocks Cheap Enough Yet? It Depends Where You Look
While some parts of the U.S. market still look expensive, the recent selloff has created buying opportunities among overlooked names. As the Federal Reserve works to reestablish its inflation-fighting credentials, equity investors are rediscovering the impact that higher rates—and a higher cost of capital—has on company profits that are projected years, rather than months, into […]
