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Revisiting the Market Valuation in the Wake of This Year’s Decline

Validea

With the S&P 500 now close to 20% off its highs, I thought now might be a good time to look to our market valuation tool to see where things stand. But before I do that, I wanted to first cover two caveats I always put in articles about market valuation. With that all being said, let’s look at the current valuation data.

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Small Cap Value: Waiting for the Jumpstart

Validea

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — Over the past few weeks, I’ve seen a number of charts highlighting the opportunity in small-cap stocks given their absolute and relative valuations. As you can see, small/mid-cap value has rarely been so cheap (our data goes back to 2006). Only 12.4% Only 11.7% Only 33.4%

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Joel Greenblatt’s Magic Formula: Combining Value and Quality

Validea

Greenblatt’s investment prowess is exemplified by his fund’s remarkable annualized returns of over 40% from 1985 to 2006. The company’s consistent profitability and attractive valuation make it a top pick for the Greenblatt model. Michelle Wine Estates. AutoNation, Inc. (AN) J.Jill, Inc.

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Private Credit Outshines Many High-Valuation Stocks, Bonds

Brown Advisory

Private Credit Outshines Many High-Valuation Stocks, Bonds. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in diversification.

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Looking at the Rise of Money Losing Companies

Validea

Two weeks ago, I wrote an article where I looked at the valuation of the median stock and how it has changed over time. 12/29/2006 1.2% 12/29/2006 29.8% By Jack Forehand, CFA, CFP® ( @practicalquant ) —. Year End Date Negative Earner Percentage 12/30/2005 1.1% 12/31/2007 1.0% 12/31/2008 2.1% 12/31/2009 4.9% 12/31/2010 1.4%

CFP 59
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Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor

Brown Advisory

Explain the timing difference and cutoff on valuations. An auditor is often most concerned with point-in-time valuations and keenly focused on financial controls, especially the nuances of the accounting rules regarding liquidity (e.g. Define the type of investments involved, (e.g., bonds, stocks, mutual funds, limited partnerships).

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Markets pause as investors contemplate positioning into year-end

Nationwide Financial

Technology allocations are at the most underweight since 2006. However, this is actually a sustainable situation where market returns appear modest but are instead growing into their valuation. More than half of respondents expect lower interest rates in 12 months to a record high and more than half see a steepening yield curve.