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Market Commentary: Earnings in the Long Run, and Short

Carson Wealth

There is a more cyclical element related to valuations, but over time the impact of valuations tends to average out to near flat. The most well-known valuation measure is the price-to-earnings ratio (P/E), which captures the amount investors are willing to pay for a dollar of current earnings as a kind of proxy for long-term earnings.

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Balancing Act | For Good Measure: How We Value Global Leaders

Brown Advisory

Balancing Act | For Good Measure: How We Value Global Leaders achen Wed, 04/18/2018 - 11:03 Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio.

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Balancing Act | For Good Measure: How We Value Global Leaders

Brown Advisory

Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio. This makes ratios like the P/E ratio dangerous as a valuation tool. Wed, 04/18/2018 - 11:03.

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Asset Allocation: Caution Toward High Dividend Yielding Stocks

Brown Advisory

While the factors above have buoyed dividend-rich stocks this year, such stocks now pose a rising risk in portfolios for several reasons: Their valuations have stretched beyond what is justified by the fundamentals in many cases. Cause for Caution: Why Dividend-Rich Stocks Pose A Greater Risk Stretched Valuations. Passive Inflows.

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Asset Allocation: Caution Toward High Dividend Yielding Stocks

Brown Advisory

While the factors above have buoyed dividend-rich stocks this year, such stocks now pose a rising risk in portfolios for several reasons: Their valuations have stretched beyond what is justified by the fundamentals in many cases. Stretched Valuations. billion, nearly double the $367.3 billion in assets they held in 2011. Conclusion.

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Balancing Act | Pulling the FANGs Apart

Brown Advisory

Today, we see this happening with the so-called “FANG” stocks—Facebook, Amazon, Netflix and Google (now Alphabet—for consistency we will refer to the company as Google throughout this piece). Investors also tend to naturally focus their valuation fears on big, rapidly growing stocks.

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Balancing Act | Pulling the FANGs Apart

Brown Advisory

Today, we see this happening with the so-called “FANG” stocks—Facebook, Amazon, Netflix and Google (now Alphabet—for consistency we will refer to the company as Google throughout this piece). Investors also tend to naturally focus their valuation fears on big, rapidly growing stocks. False Connections.