Debunking The Myths – Are Rising Interest Rates Bad For Stocks?

Jerome H. Powell and his colleagues at the Federal Reserve have been steadily raising the target for … [+] the Fed Funds rate. Getty Images The latest week saw stocks sell off as the yield on th...

Debunking The Myths – Did Stocks Really Go Nowhere From 1966

One should always look beyond the headlines. Getty Images Our investment newsletter, The Prudent Speculator, recently published a report showing that stocks historically have been indifferent to risin...

Home Is Where The Heart Is

HOMEBUILDING IS DOWN BUT NOT OUT The January reading for new-home sales is due next week, but the figure rose 2.3% in December. This was better than pessimistic projections, though the naysayers argue...

Quality Merchandise On Sale & Marked Down MegaCap Darlings

While the new year had been off to a terrific start, stocks have retreated in price of late with renewed concerns about the health of the U.S. economy giving investors pause. In addition to disappoint...

Value Stocks Having Some Time In The Sun

Elevated inflation and rising interest rates commanded much of the attention in 2022, with proclamations from Jerome H. Powell and his colleagues at the Federal Reserve often the catalyst for volatile...

Is Alphabet (GOOG/GOOGL) A Value Or Growth Stock?

EQUAL OPPORTUNITY BARGAIN HUNTING A stock often lumped in the Growth bucket is Alphabet (GOOG & GOOGL), formerly known as GoogleGOOG . The titan of search and the “G” in the FANG (Facebook/Meta Pl...

Is Microsoft A Value Or Growth Stock? An Update

While 2022 is marked with red ink for the majority of stocks, it’s been a good year for those of the Value persuasion, relatively speaking. Indeed, as of 11.17.22. the Russell 3000 Value index was dow...

The Prudent Speculator Likes ENS & HPE

As we suspect that many have limited exposure to small- and mid-cap stocks, we’ve updated our special report, Small Companies, Big Potential. Recent History – Small vs. Large Kovitz We also offe...

The Prudent Speculator Industrial Sector Small-Cap Value Bargains: MAN & HURC

We continue to find value in all market-cap strata, but smaller-cap stocks with reasonable price metrics and generous dividend yields have been largely left behind in recent years. That’s an anomaly f...

Long-Term Opportunities In GBX & WRK

Since the inaugural issue of The Prudent Speculator was published in March 1977, the Small-Cap Value subset of stocks (as determined by portfolios constructed by Professors Eugene F. Fama and Kenneth ...

3 Undervalued High Yielding Stocks

I understand that stocks historically have been far more volatile than bonds, so it makes sense that the financial press will focus on the losses with headlines like Dow Falls Sharply As Rate Worries ...

3 Companies Buffett Might Favor

Capital One Financial Getty Images Prominent stock pickers are often asked to name a few of their favorites, with most rattling off some of their best performing selections. After all, who doesn’t wan...

Sizzle Or Steak: GameStop Vs. Dick’s

Dick’s Sporting Goods (Photo by Scott Olson/Getty Images) Getty Images Having edited The Prudent Speculator for more than three decades, I am seldom surprised by gyrations in individual stock pr...