Water & Wells

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5/23/17
Heartland Advisors Value Investing Portfolio Manager and CEO Will Nasgovitz

No More Earnings on the Cheap?

Why companies may no longer be able to rely on reduced capital expenditures to boost profit margins.

4/25/17
Heartland Advisors International Value Investing Portfolio Manager Michael Jolin

Emerging Markets: Hard to Overlook

A look at how Emerging Markets earnings may finally quiet the skeptics.

Archive

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2/7/17

Corporate America’s Doping Problem

History has been unforgiving for companies that bulk up on debt.

1/24/17

Value: No Translation Needed

A look at what normalized price-to-earnings ratios are telling us about valuations overseas.

12/14/16

Will High-Yielding Companies Get Lost on the Hike?

A look at how the latest Fed rate hike may play out for dividend paying stocks.

11/22/16

London Calling: Borrowers Feeling the LIBOR Pinch

A look at why many companies are feeling the pain of higher rates even before the Fed acts.

8/23/16

Debt Funded Buybacks: An Old Dog and Old Trick

A look at how companies are relying on an old trick to boost results.

8/16/16

Japan: Far From Perfect

Economically sensitive stocks in Japan seem priced for a meltdown, but is the pessimism warranted?

6/27/2016

Will the Russell Midcap® Value Index Strike the Right Balance?

Portfolio Manager Colin McWey shares thoughts on the impacts of the annual Russell Midcap® Value Index rebalancing.

6/27/16 - 2:16

A Bottom-Up Take on the Russell 3000® Value Rebalance

Portfolio Manager Will Nasgovitz sees room for debate and areas of opportunity from the Russell rebalance.

6/27/16

Russell 2000® Value Rebalance: Creating an Expensive House in a Value Neighborhood

A look at how the Russell 2000® Value reconstitution may force value investors into expensive areas.

6/27/16

An Active Approach to Finding Value

Should investors look to the Russell 2000® Value rebalance for insights into compelling opportunities? Portfolio Manager Bill Nasgovitz doesn’t think so.

6/14/16

Unwinding a Broken Clock

Recent strong performance by the Russell 2000® Value Index is an encouraging sign, but debt-fueled distortions remain.

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Past performance does not guarantee future results.

The statements and opinions expressed in the articles or appearances are those of the presenter. Any discussion of investments and investment strategies represents the presenters' views as of the date created and are subject to change without notice. The opinions expressed are for general information only and are not intended to provide specific advice or recommendations for any individual. Any forecasts may not prove to be true.

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