Value Investing

The Oakmark manager said it’s still a good time to find bargains, even in some growth stocks.

Microsoft, Oracle, and more make the list.

Bristol Myers Squibb trades at seven times earnings, with multiple growth drivers.

The sector is up almost 7% since the start of November, while the broader market is down more than 1%.

The recent pullback for big techs in the U.S. underscores the need for investors to focus more on international stocks and bonds.

Barron’s picked Schneider Electric in October 2024. Things haven’t worked out—yet.

While the S&P 500 is up 14% this year, lately investors have begun to question the health of the bull market.

Contingent value rights have become common in biotechnology deals. More than half of all transactions this year include them, according to a Jefferies report in October.

The AI rally has many investors wondering where to turn in anticipation of its end. The medical-device maker is one solid option.

If investors are overly optimistic about AI, the S&P 500 could suffer. It’s time to diversify into value, small-caps, and international stocks.

The catalysts from our bullish call remain in place.

Temperament and time have always been the value investor’s true edge. AI hasn’t changed that, Fritz and Phillip Hauser write in a guest commentary.

Investors have been infatuated with AI. But companies with strong earnings and healthy balance sheets should shine too.

Shares of Americold and Lineage, real estate investment trusts, have been beaten down. One looks like the better play.

Gilead looks attractive again. Its innovative edge and new crop of medications are performing well across multiple specialties.

Prepare your portfolio for the unexpected.

Our annual Healthcare Roundtable sizes up the risks and opportunities as public policy shifts. 16 stocks to buy now.

A recent pullback from all-time highs presents a buying opportunity.

Sara Naison-Tarajano wears numerous hats at Goldman Sachs, where she works with many of the richest families in the world.

Twilio is set up for sustained growth through further international expansion and a near-term increase in R&D spending.

A look into Morningstar’s database suggests portfolio managers willing to make unorthodox choices are top performers.

The stock market may no longer follow an old pattern of “reverting to the mean.” Blame it on index funds.

The market is looking frothy, making it a good time to consider stocks that tend to hold up in a selloff.

Even though Warren Buffett seems to think the value of UnitedHealth stock is about right, that doesn’t mean investors should ignore the long list of unresolved issues facing the company.

Shares have dropped 10% since the company’s annual meeting on May 3.