Not exact matches
United Parcel Service — UPS shares were upgraded to «buy» from «hold»
at Stifel, with analysts citing strength in package and general freight
markets, as well as an
attractive valuation.
And with public
markets at current
valuations, private strategies offering target returns of 15 percent to 20 percent have never been more
attractive.
This would alleviate pressure on emerging
market assets
at a time when their
valuations have become more
attractive on both a relative and absolute basis.
Seeks to generate strong relative returns over a long - term time horizon by investing in companies across the
market cap spectrum with strong and / or improving financial productivity
at attractive valuations.
Seeks to generate strong relative returns over a full
market cycle by investing in companies with strong and / or improving financial productivity
at attractive valuations.
«We believe that by investing in an actively managed and diversified portfolio of companies that benefit from long - term industrial, technological or general
market trends, and trading
at attractive valuations, are going to lead to superior growth of capital over time.
Nevertheless, there are many investors unwilling to invest in any common stocks simply because they believe the
market is too high, even though there may be many individual stocks available
at attractive valuations.
I'm still well over 50 % cash
at this point and plan to continue holding more or less this level of cash until
market valuations become more
attractive.
Said differently, the only way you can expect
attractive returns when paying a higher
valuation is to expect the
market to continue to value your company
at these high
valuations long into the future.
the European periphery is a bubble («The Euro crisis is not over... the European economies are not going to change for the better for years to come despite all the cheating and breaking of laws»), Value investors need to venture to Russia («when you look
at today's opportunity set, you're left with a set of assets where nothing looks
attractive from a
valuation point of view») or buy gold mining stocks -LRB-» The down cycle could be much bigger than anybody believes if the
market realizes that all the actions taken in recent years do not work.»)
History teaches us that
valuations typically become extremely
attractive at the end of Bear
markets.
By May of 2016 I had booked gains of 30 % and 20 % respectively in positions I didn't consider as core holdings, but I took advantage of
at attractive valuations after favourable
market conditions.
• Looking
at individual
markets again, we see that the most
attractive markets are generally the crisis - ridden European equity
markets and in particular Greece which currently has such low
valuations that real returns over the next five years could come close to 100 %.
Valuations for international stocks remain significantly more
attractive than U.S. stocks and we have been diligent in maintaining a portfolio that is dominated by dividend payers, diverse by region, and sector that, as shown, trades
at a discount to the broader
market.