Growth vs value is a well-documented discussion in stock investing. It describes two fundamental approaches or styles to investing where in a basic sense, the growth approach seeks to invest in companies that exhibit strong growth characteristics (whether this be in the sales, earnings and/or cash flow of a company),... Show More
We continue to see signs that the global industrial cycle is turning and this appears to be reflected somewhat in equity market performance, with a more risk-on pattern emerging and the stellar run from defensive income trade/low volatility trade underperforming recently. Earnings expectations for cyclical companies are so low that... Show More
A lot of the blogs and links we post focus on the macroeconomic angle as, we're told, readers have the most interest in those stories. Yet the reality of our weekly life is that looking at stock stories and understanding why we should want to own those businesses account for... Show More