value stocks Archives - Sheaff Briefs

crossroads in the woods, value stocks, growth stocks

20 Jan

Value Stocks Could Hit the Comeback Trail

“Already, some small cap value stocks are outperforming the broader category of small caps,” observes Sheaff Brock Managing Partner Dave Gilreath. There are various indications, Gilreath adds, that the long period in which growth stocks dominated the stock market may be moving towards an end. Growth vs. value With both growth and value stocks, there is an expectation that, over time, they will outperform the overall market, but the two types of stock don't tend to do that at the same [...]

By Sheaff Briefs Editor Perspectives, Possibilities
bull run market, Delta variant of COVID-19, dividends, growth stocks, higher returns, Investopedia.com, outperform the market, price of commodities, reverse globalization, rising interest rates, Sheaff Brock Managing Partner Dave Gilreath, small-cap value stocks, tech stocks, trading below worth, value stocks Read more...

slice of pecan pie, Sheaff Brock performance, Sheaff Brock money managers, asset allocation

24 Sep

Re-Sectioning the Pie Chart

The whole idea behind asset allocation is to prevent extremes. Experience has taught us that the three main categories of investment assets—equities (stocks), fixed-income (bonds), and cash equivalents—each behave differently in reaction to any given set of circumstances. The term for this difference is “negative correlation.” Investor.gov, the website of the U.S. Securities and Exchange Commission, explains asset allocation by comparing it to street vendors who sell both umbrellas and sunglasses, two items consumers are unlikely to purchase at the [...]

By Sheaff Briefs Editor Perspectives, Possibilities
60/40 portfolio allocation, asset allocation, cash equivalents, dividends, equities, financial advisor, fixed income, fixed-income investments, investment asset allocation, midcap value stocks, negative correlation, positive correlation, retirement portfolio, Sheaff Brock leadership team, Sheaff Brock Managing Director Dave Gilreath, Sheaff Brock money management, Sheaff Brock performance, small-cap value stocks, stocks and bonds, U.S. Securities and Exchange Commission, value stocks, yield Read more...

Sheaff Brock Money Managers, Investment Survival Tactics, and Dixie-Cups Style for Investment Growth

21 Jul

Investment and Estate Planning Survival Tactics Dixie-Cup Style

Before the Spanish flu hit, the company behind Dixie Cups was just another scrappy startup, Kevin Leland points out in fastcompany.com. Once the pandemic hit, because it was hoped disposable cups would help stop the spread of the disease, Dixie used survival tactics to eventually become a household name. The moral of this story, Leland believes, is this: Timing is one of the crucial stars that must align for any start-up to succeed. But what if the timing isn’t right [...]