All articles tagged with #value investing
Originally Published 11 days ago — by Yahoo Finance
Despite a 14% rise in the Dow Jones in 2025, five stocks—Home Depot, Procter & Gamble, Nike, Salesforce, and UnitedHealth—fell over 10%, making them attractive contrarian buys for 2026 due to their strong fundamentals and long-term growth potential, especially as economic conditions improve.
Originally Published 11 days ago — by The Motley Fool
Despite a 14% gain in the Dow Jones in 2025, five stocks—Home Depot, Procter & Gamble, Nike, Salesforce, and UnitedHealth—fell over 10%, making them attractive contrarian buys for 2026 due to their strong fundamentals and growth potential. These companies are out of favor due to sector-specific challenges but are positioned for recovery and long-term value appreciation.
Originally Published 15 days ago — by The Motley Fool
The article suggests that Coca-Cola and PepsiCo, both Dividend Kings in the consumer staples sector, are attractive investment opportunities due to their strong brands, dividend history, and current undervaluation caused by sector-wide concerns. Coca-Cola is performing well and offers a more conservative buy, while PepsiCo, despite recent struggles, presents a potentially higher reward for risk-tolerant investors, making them appealing options for long-term investors looking for value.
Originally Published 22 days ago — by The Motley Fool
The Schwab U.S. Dividend Equity ETF (SCHD) is highlighted as a top high-yield ETF for income investors, offering a low expense ratio, diversified holdings in large-cap, high-yield sectors like energy, healthcare, and consumer staples, and a yield close to the risk-free rate, making it an attractive option for balanced income and growth.
Originally Published 2 months ago — by The Motley Fool
The article highlights three undervalued growth stocks—AbbVie, Lockheed Martin, and PayPal—that offer a combination of low valuation, growth potential, and dividends, making them attractive options for a $5,000 long-term investment.
Originally Published 5 months ago — by MarketWatch
Despite high valuations and record highs in the S&P 500, investors are encouraged to look beyond the largest stocks and consider undervalued, out-of-favor sectors like healthcare and energy, which historically offer better returns with less volatility, especially when the broader market is expensive.
Originally Published 5 months ago — by CNBC
A strategist discusses the challenge of balancing high stock valuations with value investing, highlighting how some investors are finding hidden gems in an expensive market, especially in sectors like retail and technology.
Originally Published 5 months ago — by CNBC
Value investor Bill Nygren discusses his approach to finding undervalued stocks in a high-priced market, emphasizing the importance of identifying hidden gems despite market challenges.
Originally Published 5 months ago — by Yahoo Finance
Value investing has generally performed better outside the US, particularly in Europe, emerging markets, and Japan, driven by sectors like financial services and energy, while US growth stocks, led by the Magnificent Seven, have outperformed domestically due to macroeconomic factors and sector-specific growth, especially in technology and AI.
Originally Published 6 months ago — by The Motley Fool
Warren Buffett has been cautious with his investments, holding a large cash reserve and reducing positions in stocks like Apple and Bank of America, but he has recently increased his stake in Pool Corp., indicating he sees long-term potential despite current economic uncertainties. His approach suggests he anticipates positive developments ahead, especially in companies with strong moats like Pool.
Originally Published 1 year ago — by CNBC
David Einhorn of Greenlight Capital argues that the stock market is "broken" due to the rise of passive investing, which he believes undermines value investing by prioritizing growth stocks. He criticizes passive investors for not considering stock value, leading to inflated valuations. Despite the market's high valuations, Einhorn is not bearish, acknowledging that an overvalued market doesn't necessarily predict a downturn. The shift to passive investing is seen as logical due to lower costs and the underperformance of active managers, but it challenges traditional value investment strategies.
Originally Published 1 year ago — by Fortune
Hetty Green, known as the "Witch of Wall Street," was a pioneering investor in the late 1800s and early 1900s, whose principles closely resemble those of Warren Buffett's value investing philosophy. She emphasized the importance of differentiating between speculation and investment, seeking value and quality in companies, and the necessity of saving to prepare for investing. Despite being remembered for her eccentricities, her disciplined and common-sense approach to both life and investing left a lasting legacy that resonates with investors like Warren Buffett.
Originally Published 1 year ago — by The Motley Fool
A Fool.com contributor highlights a stock in Warren Buffett's Berkshire Hathaway portfolio that has dropped 89% and is considered a great long-term investment opportunity, emphasizing its potential for significant returns in the future.
Originally Published 1 year ago — by Seeking Alpha
The author presents eight undervalued stocks for February 2024, emphasizing the benefits of concentrated investing over diversification, inspired by the philosophies of Joel Greenblatt and Charlie Munger. The stocks include Occidental Petroleum, Unit Corporation, Albemarle, PayPal, Rolls-Royce, Hershey, Disney, and Albertsons, with detailed analyses and reasons for their potential value. The author discloses their beneficial long positions in these stocks and emphasizes the importance of considering individual risk tolerance when adopting a concentrated portfolio strategy.
Originally Published 1 year ago — by MarketWatch
Hedge-fund manager David Einhorn argues that passive investing has fundamentally broken the markets, as it disregards value and focuses solely on price. This shift has led to the annihilation of the value industry, creating a vicious cycle where value stocks fall further due to redemptions. Einhorn explains that the rise of passive investing has led to a market structure where overvalued assets receive disproportionate attention, making it challenging for active managers to thrive. As a result, Greenlight Capital has made significant changes to adapt to this shift, focusing on companies with low valuations and unlevered balance sheets.