ValueWalk Contributor
The author of this article is a contributor to ValueWalk.com. ValueWalk is your everyday source of breaking and evergreen news on everything hedge funds and value investing.
ValueWalk Contributor's Latest Posts
The Third Time Is The Charm
It’s been ten years since the housing and mortgage bubble began to unravel. While the exact date is debatable, I remember July 2007 as a very important month. It was when Bear Stearns announced two of its funds holding subprime mortgages lost most of their value. Shortly after, the marginal buyer or borrower, discovered it would become […]
5 Water ETFs To Invest In
Water is one of the most plentiful compounds on Earth and it is essential for life. However, fresh water isn’t nearly as common as salt water and it is under pressure. As climate change rapidly shifts the weather pattern, fresh water is drying up. At the same time, pollution, garbage and industrial waste are destroying existing […]
Small-Cap: Healthy Rotation Or Rally At Risk?
Co-CIO Francis Gannon looks at recent small-cap results and sees a consolidating asset class setting the stage for its next move up. 2Q17: Is Small-Cap Ready to Change Leadership? 2017’s First Half Almost Reversed 2016’s Reversals The leadership shifts that arrived in 1Q17 remained in place for most of 2Q17—with large-caps, growth, healthcare, and non-U.S. equities all […]
Why The World’s Billionaire Investors Buy Precious Metals
There are always lessons that can be learned from the “smart money”. Unlike regular investors, billionaire money managers like Ray Dalio and Stan Druckenmiller are professional investors. They have entire institutional teams at their disposal, dive deep into the nuances and complexities of the market, and spend every waking moment of their lives thinking about […]
Thirty Dividend Champions To Consider
I have written about my dividend investing journey for almost a decade now. One of the most common question I get asks how I identify companies for further research. In today’s post, I will discuss the simple steps I use to obtain a manageable list of companies for further research. These are all used for […]
Five Reasons Not To Sell In May
Key Takeaways “Sell in May and go away” has become cliché, but the data are tough to ignore. Market strength heading into this seasonally weak period and broad participation in the global bull market help reduce the chances of a major sell-off. Additionally, low odds of a recession, improving earnings, and historically strong gains after […]
This South Africa Gold Miner Just Launched A Never-Seen Strategy
Small-scale mining is a growing issue across Africa. With regulators in Ghana this week making their first moves to shut down artisanal operations — part of an emerging campaign against environmental damage. And in Africa’s top gold-producing nation, South Africa, things are getting even more serious. With one of the country’s top miners unveiling a […]