Water & Wells

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8/14/18
Heartland Advisors value investing Portfolio Manager Will Nasgovitz

Tripped up by a Low Hurdle

How low interest rates have led to a surge of money losing companies, and what that may mean as interest rates move higher.

7/19/2018
Heartland Advisors Value Investing Portfolio Manager Bradford A. Evans

Climbing a Wall of Perfection

Why piling into companies with margins at historic peaks could set the stage for disappointment.

Archive

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5/7/18

Addition Through Subtraction: Do Fewer Analysts Create Opportunity?

The shrinking number of sell-side analysts could be a boon for active small-cap investors.

2/6/18

Normal is Dead, Long Live Normal!

The return of volatility could provide opportunities for active investors going forward.

1/23/18

Value—it’s the Real Thing

Why the value versus growth debate is about more than the investment flavor of the day.

10/24/17

When the Unicorn Eats Your Earnings

Extraordinary items are making an all-too-common appearance in earnings reports.

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