Tag Archives: Value Investing
Value vs growth investing – a distinction without a difference
The person most responsible for China’s extraordinary economic growth over the past 50 years is Deng Xiaoping, who led that…
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Why a do-nothing approach to investing is often the right way to go
Have you ever come across an article in the financial press recommending a do-nothing or “couch potato” stock portfolio? Typically,…
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Refining the search for growth, value
What are we looking for? Growing companies with a history of high returns on invested capital (ROIC) that are also…
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Predictable companies are long-term hits
Twitter Inc.’s recent IPO has many people talking about how its business will evolve in coming years. The one thing…
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In search of a competitive advantage
What are we looking for? Growing Canadian companies with a history of high returns on invested capital (ROIC) that are…
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If you want to beat the average, try what works on Wall Street: discipline
The Globe and Mail’s Strategy Lab, which pits growth, value and other stock-picking styles against one another, raises the essential…
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Lessons from the few who beat the market
Having trouble deciding whether you should worry more about the European banking crisis, the U.S. debt cliff or the slowdown…
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Book Recommendation: “The Little Book of Value Investing”
This book describes how a highly disciplined investor is virtually certain to beat the market over time if he or…
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Book Recommendation: “The Little Book of Common Sense Investing”
This book points out that, after fees, less than 10% of active investment managers can beat the relevant stock market…
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Book Recommendation: “The Intelligent Investor”
The timeless classic on value investing. Read especially the Introduction and Chapters 8 and 20. The Appendix includes Buffett’s famous…
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Book Recommendation: “The Essays of Warren Buffett, Lessons for Corporate America”
Selected, arranged, and introduced by the publisher, Lawrence A. Cunningham. A well thought out compilation of Warren Buffett’s letters to…
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