Not exact matches
Potenza has been finding
opportunities in short - duration corporate bonds issued by relatively resilient, well - run companies with
strong balance sheets, improving credit profiles, and fair
valuations.
As usual, we expect the
strongest opportunities to emerge when a material retreat in
valuations is joined by an early improvement in market action.
Emerging markets in particular may benefit from
stronger potential growth and attractive
valuations, making them a compelling long - term investment
opportunity.
With the
strong fundamentals, a cheap
valuation, and growth
opportunities from the Affordable Care Act and an aging population, we made CI one of our two stocks to own in 2015.
It also suggested that relative
valuations and a
strong dollar would tend to present greater
opportunities for companies to help expand their footprint in new overseas markets.
As a
strong saver still in the accumulation phase, I would be delighted to have the
opportunity to buy in the market at lower
valuations.
Kinnaras is a
strong advocate of mean reversion and has found that pessimistic
valuations, and thus attractive investment
opportunities, often manifest when the broader investment community disregards mean reversion and impounds overly pessimistic expectations into security prices.
Despite the
strong run for international stocks,
valuations remain compelling, and, as shown, provide significant
opportunities for fundamental investors.