value stocks

Our take on the investing, financial, & economic themes of the day

What’s a Conservative Dividend Investor to Do?

1 December, 2015 by Matthew O'Brien, Ph.D. in Commentary
I recently helped a new institutional client rebalance its portfolio away from a heavy concentration in telecommunication, energy, and utility stocks.  This client has ongoing income needs, and the rationale for owning telecom, energy, and utilities is of course to meet these needs with ... read more...

Is the Market Shifting from Favoring Growth to Value?

4 April, 2014 by Matthew O'Brien, Ph.D. in Commentary
The story of the remarkable stock market gains in 2013 was the outperformance of lower-quality, speculative growth stocks.  Indeed, this is been the story for the duration of the current five-year bull market.  In the first quarter of 2014, however, this story changed, as higher-quality, slower ... read more...