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Tag: growth investing

If You Want Growth, Avoid Dividends

If You Want Growth, Avoid Dividends

In my experience, there is one big difference between the equity markets of the UK and the US: dividends. For example, in the UK it’s pretty easy to find a large-cap stock with a dividend yield of more than 5%. A quick screen for companies with a market cap. in excess of £5bn that yield of 5% or more returns 12 results in a universe of 2733 stocks. More than half of these are FTSE 100 constituents. The FTSE 100’s average…

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Steven Kiel Of Arquitos Capital On Looking For Prospective Investments

Steven Kiel Of Arquitos Capital On Looking For Prospective Investments

This is an excerpt from an interview I did with Steven Kiel of Arquitos Capital for ValueWalk back in September. Arquitos is modeled on the partnerships managed by Warren Buffett from 1956-1969. The fund uses a bottom-up, company-specific approach, identifying situations where significant mispricing exists. And this approach has, so far, yielded some highly impressive results. Arquitos Capital’s annualized return since launching on April 10, 2012 to the end of June was 33.2%. To the end of June, Arquitos Capital was up 2.5% for 2015….

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Value Vs. Glamour Stock Returns

Value Vs. Glamour Stock Returns

First published at ValueWalk.com “What happens when value and glamour stocks miss earnings expectation targets? Although, as expected, prices for glamour stocks have historically fallen, prices for value stocks have gone up — even when business fundamentals deteriorated, based on results found in this study of global equities. These results suggest the superior returns delivered by value stocks may not be a result of positive developments relative to expectations, but instead are more likely due to a gradual and corrective reversal…

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Credit Suisse: Family Run Firms Generally Outperform Over Time

Credit Suisse: Family Run Firms Generally Outperform Over Time

First published at ValueWalk.com Public family controlled firms are always a grey area for investors. In many cases, the minority shareholders have little control over management’s decisions. However, there is evidence to suggest that a controlling family can be a good thing, after all, their fortunes are tied to the success of the company. On the other hand, there have recently been a number of high-profile family-owned corporate collapses and management control concerns have led minority investors to question whether the…

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