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Top 5 Value Companies To Watch For 2016

AQR Capital Management’s Cliff Asness has launched a healthy discussion about the trials and tribulations of factor timing with a new essay (“The Siren Song of Factor Timing”). He’s recommends that investors steer clear, which is good advice because the crowd’s record, in the aggregate, to successfully engage in market-timing activities generally is overwhelmingly poor. […]

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Best Low Price Companies To Own For 2016

Guggenheim’s John Heinbockel and team explain why shares of Costco Wholesale (COST) are getting hammered today–and why they’re optimistic enough to start looking for “a compelling entry point”: Customers at Costco Wholesale Luke Sharrett/Bloomberg News Investors concerned about uncharacteristically choppy U.S. comps will not take much solace from March results. Ex-gas U.S. comps rose just […]

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Hot Defense Companies To Buy For 2016

Shares of Bank of America (BAC), Citigroup (C) and JPMorgan Chase (JPM) are rising today, but not Wells Fargo (WFC) despite beating earnings forecasts this morning. Why? Evercore ISI’s John Pancari and team single out Wells Fargo’s exposure to energy: Patrick T. Fallon/Bloomberg News Wells Fargo reported 1Q16 EPS of $0.99. Ex gain on sale […]

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