Page 10 - Jonathan Heller News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Whether Active or Passive, These 2 Deep-Value Portfolios Are Shining Four months in, the 2020 Triple Net Active Versus Passive Portfolio experiment is proving to be a rewarding experience. Feb 22, 2021 | 10:30 AM EST Four months since inception, my 2020 Triple Net Active Versus Passive Portfolio experiment continues to provide fairly impressive early absolute results. The Active Portfolio, unveiled last Oct. 21 and Oct. 23, is up 31% but is still trailing the Passive Portfolio (up 35.2%). However, both enjoyed solid performance over the past month, rising about 6%. Those returns, whil...

Screening for quality defensive stock plays yields a woefully small much for value investor Jonathan Heller, who writes that the pickings are slim when it comes to stocks that can meet the stringent standards of a stock screen based on Benjamin Graham's principles....CMC

Cruise operator Carnival Corp. (CCL) still does not float the boat of value investor Jonathan Heller, who finds the company's voluminous and expanding debt and massive increase in shares outstanding unappealing.....CCL

Retail stocks have caught fire this year, but they could be too hot to handle for long, writes Jonathan Heller, who sees the retail sector as one to trade, not to buy and hold....KSS

Rising Small-Cap Tide Helps Lift This Value Portfolio The 2021 Double Net Value Portfolio has had a great first two months as small-cap stocks in general have been hot. Feb 08, 2021 | 11:00 AM EST Less than two months since inception, my 2021 Double Net Value Portfolio has enjoyed a nice run since the January update, rising 12.5%. Microcaps as measured by the Russell Microcap Index are up even more during that stretch (up 14.6%). Since inception, the portfolio is now up 22.9%, better than the Russell 2000 (up 16.7%), but underperforming the Russell Microcap (up 25.6%). Perhaps more im...