Is Alphabet (Google) a Value Stock?

28 November 2022
A stock often lumped in the Growth bucket is Alphabet (GOOG & GOOGL), formerly known as Google. The titan of search and the “G” in the FANG (Facebook/Meta Platforms (META), Amazon (AMZN), Netflix (NFLX) and Google/Alphabet) gang. Alphabet boasts revenue growth characteristic of your typical growth stock and pushes the boundaries of the historically impossible ... READ MORE

Is Microsoft (Still) a Value Stock: An Update November 2022

18 November 2022
WHY VALUE? 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 down only 6.9% year-to-date vs. the 25.3% plunge for its growth counterpart, the Russell 3000 Growth Index. Proponents of Value investing have welcomed the ... READ MORE

TPS SPECIAL REPORT: 12 Stock Picks for the Festive Season

17 November 2022
Our 12 Stock Picks for the Festive Season Special Report is available in Adobe pdf format by clicking here. EVERYONE TELLING YOU BE OF GOOD CHEER No, it’s not the parties for hosting or the marshmallows for toasting or caroling out in the snow. With apologies to Andy Williams, it’s the most wonderful time of the year when the calendar rolls past Halloween, heralding ... READ MORE

Two High-Yielding Mid-Cap Spin-Offs On Sale (OGN & VTRS)

10 November 2022
Spin-offs A Rich Pond In Which To Fish Spin-offs often fall in the months after separating from their parents as folks either are surprised at the new name in their accounts or would rather avoid additional due diligence to support continued ownership, while most lack much or any institutional following. But such treatment has historically created an opportunity for ... READ MORE

Small-Cap Stocks on Sale: The Prudent Speculator Likes ENS & HPE

4 November 2022
READY TO POWER AHEAD EnerSys (ENS) is a major provider of energy storage solutions, billing itself as the global leader in batteries, chargers and accessories for motive (electric forklifts), reserve (uninterrupted power systems), aerospace (satellites) and defense applications. Over the past two decades, the industrial concern has completed more than a dozen ... READ MORE

TPS SPECIAL REPORT: Small Companies, Big Potential – An Update

4 November 2022
Our Small Companies, Big Potential - An Update Special Report is available in Adobe pdf format by clicking here. Four and a half decades ago in the first edition of our The Prudent Speculator newsletter, Al Frank (founder of Al Frank Asset Management, which was acquired by Kovitz in 2018), wrote, “Essentially, the PS method is to ‘buy low and sell high.’ Low ... READ MORE

Time For Small-Cap Value Stocks: Long-Term Opportunities In GBX & WRK

24 October 2022
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 R. French based on size and book-to-market) have trounced the comparable Growth indexes, even as the horse race between Large Value and Large Growth over the same period ... READ MORE

2 Prudent Speculator Small-Mid Cap Bargains – Acuity (AYI) & Hasbro (HAS)

14 October 2022
Market history dating back to 1927, per data from Professors Eugene F. Fama and Kenneth R. French, shows that Small-Company stocks have enjoyed terrific long-term returns of 11.8% per annum. Even better, the Professors show that inexpensively priced stocks (i.e. Value) have enjoyed a 13.1% annualized return over the same time span. And, the numbers show that ... READ MORE

A Return To The Golden Age Of Banking? Two Small-Cap Bargains

7 October 2022
In a bygone era, bankers operated by what was once known as the 3-6-3 Rule: collect deposits at 3 percent, lend them at 6 percent and be on the golf course by 3 PM. More than a decade of low interest rates following the Great Financial Crisis seemingly upended this dictum and heightened regulation of the industry contributed to a race to build scale. No doubt, said ... READ MORE

Everything but the Kitchen Sink: Foot Locker (FL), FedEx (FDX)

30 September 2022
In this post, we offer two value stock picks. No doubt, it has been a tough go of it for corporations, their stock prices this year and stock pickers. Higher interest rates and fears of recession have led folks to bail on stocks no matter their valuations. Market participants have decided that the proverbial glass is half empty, no matter if companies have met or exceeded ... READ MORE

2 Ports In The Storm: GILD And BMY Offer A Haven In A Turbulent Market

23 September 2022
Following another ugly market week, the average U.S. stock is now trading in Bear Market territory. Of course, such was also the case in 2020 and 2018 and 2016 and more than a few other periods throughout market history. Such is the hardship that must be endured to achieve significant long-term returns on equities. While I think that there are plenty of long-term ... READ MORE

3 Undervalued Bank Stocks To Buy Now

16 September 2022
Bank stocks have been surprisingly weak this year with the KBW Bank Index off as much as the S&P 500. I don’t think the punishment fits the crime and I believe the big selloff creates an intriguing buying opportunity. It was nice to see a prominent bank stock analyst echo what I have been stating for a while now. Wells Fargo’s Mike Mayo said this week, “The ... READ MORE
Couple Standing by River Surveying Landscape

3 Undervalued High Yielding Stocks – In Dividends We Trust

9 September 2022
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 Linger during the downturns. However, we are puzzled by upbeat language such as Yields Climb on Economic Hopes utilized by the media of late in discussing the carnage in ... READ MORE

3 Stocks That Could Benefit From Powell Channeling Volcker

2 September 2022
Mark Twain purportedly said, “History doesn’t always repeat, but it often rhymes,” so it would make sense to look at what transpired in the equity markets the last time inflation was rearing its supposedly ugly head as it is today. Indeed, Jerome H. Powell saw fit to invoke the name of Paul Volcker, Fed Chair from 1979 to 1986, in his speech last week from the ... READ MORE

TPS SPECIAL REPORT: Inflation 101B

19 August 2022
Our Inflation 101B Special Report is available in Adobe pdf format by clicking here. Although the increase in the Consumer Price Index in July was not as high as in June, inflation is front and center in the minds of economists, market watchers and everyday folks. U.S. inflation was ramping up towards the end of 2021 and soared subsequent to the onset of the ... READ MORE

TPS SPECIAL REPORT: 2022 Outlook Mid-Year Update

15 July 2022
Our 2022 Outlook Mid-Year Update Special Report is available in Adobe pdf format by clicking here. To say that 2022 has been a tough year in the financial markets would appear to be a major understatement. After all, the S&P 500 tumbled 8.4% in June, skidded 16.5% in Q2 and plunged 20.6% in Q1. Not surprisingly, the media was quick to trumpet that stocks posted ... READ MORE

TPS SPECIAL REPORT: 7 Stocks to Buy While Mr. Market is Depressed

29 June 2022
Our 7 Stocks to Buy While Mr. Market is Depressed Special Report is available in Adobe pdf format by clicking here. “The only thing we have to fear is fear itself!” The well-known quote from Franklin Delano Roosevelt seems apt to describe the state of affairs in the equity markets these days. After all, folks are about as pessimistic today as they have been at any ... READ MORE

TPS SPECIAL REPORT: Stay the Course

16 May 2022
Our Special Report, Stay The Course is available in Adobe pdf format by clicking clicking here. After gaining more than 120% between March 23, 2020 and January 3 of this year, the S&P 500 index, a benchmark of the 500 largest companies in the U.S., has fallen nearly 20% over the last four months. In addition to the War in Ukraine, a sharp uptick in inflation, which ... READ MORE

TPS SPECIAL REPORT: Small Companies, Big Potential

11 March 2022
Our Special Report on Small Companies, Big Potential is available in Adobe pdf format by clicking here.  Four and a half decades ago in the first edition of our The Prudent Speculator newsletter, Al Frank (founder of Al Frank Asset Management, which was aquired by Kovitz in 2018), wrote, “Essentially, the PS method is to ‘buy low and sell high.’ Low refers to ... READ MORE

TPS SPECIAL REPORT: Don’t Forget About Value

22 February 2022
Our Don't Forget About Value Special Report, a long-read on value stocks, is available in Adobe pdf format by clicking here. Value has always been top of mind for us. Despite the broad U.S. equity indexes posting negative returns in January, there was a renewed enthusiasm for stocks in the Value camp, especially those stocks that were left behind in the post-pandemic ... READ MORE