The 2020 outlook for U.S. small caps has been turning up. Matt Wagner discusses the main reasons behind this bullish outlook and why a fundamental approach focused on quality could make a difference.
The 2020 outlook for U.S. small caps has been turning up. Matt Wagner discusses the main reasons behind this bullish outlook and why a fundamental approach focused on quality could make a difference.
Tripp Zimmerman discusses new research we’ve conducted on a composite risk scoring methodology, resulting in a new risk filter we’ve added to our high-dividend screening and weighting process.
The “There Is No Alternative (TINA)” mantra is a refrain that says stocks should be bought because bond yields are so paltry. Now that rates are rising, is the recent embrace of value stocks here to stay? Jeff Weniger discusses.
In-N-Out or Shake Shack? There are many ways to judge a burger; there are just as many ways to determine what makes up a good investment factor. Matt Wagner discusses.
Businesses with excess cash have a choice: move it off the balance sheet as a dividend, which is often a taxable event, or repurchase shares, where taxes can be more easily managed. The latter can make a ton of economic sense, which is why share buybacks have become the other dividend. Jeff Weniger discusses strategies that focus on buybacks and shareholder yield.