John Coumarianos
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Actively Managed Small-Cap Funds Have an Edge
… August 3. You can also find some great articles here that you might otherwise miss. For example, my colleague John Coumarianos wrote a Fund Spy article just last week titled "Funds Positioned to Take Advantage of Mr. Market" ; in it he discusses …
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The REIT sector - offering a yield of about 1.30% more than Treasurys - may look nominally attractive, but it's a sell, says John Coumarianos . The companies are trading at 22X Funds From Operations ...
… offering a yield of about 1.30% more than Treasurys - may look nominally attractive, but it's a sell , says John Coumarianos . The companies are trading at 22X Funds From Operations (FFO) - offering no margin of safety should rates turn …
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Deshpande on Current ValuationsJohn Coumarianos : I just wanted to finish up with a question about valuations overall. We've already mentioned that bond prices have come up …
John Coumarianos : I just wanted to finish up with a question about valuations overall. We've already mentioned that bond prices have come up -
First Eagle's Deshpande: High Yield Opportunities LimitedJohn Coumarianos : One of the other interesting things about your funds, we've mentioned the gold, we've mentioned the cash stake, but you …
John Coumarianos : One of the other interesting things about your funds, we've mentioned the gold, we've mentioned the cash stake, but you also -
First Eagle's Case for Holding GoldJohn Coumarianos : Another unique thing about all the First Eagle portfolios is that you will hold cash when you are not finding values the way some …
John Coumarianos : Another unique thing about all the First Eagle portfolios is that you will hold cash when you are not finding values the -
How First Eagle Plays JapanJohn Coumarianos : Your portfolios, the foreign ones, the global and the overseas funds have a significant amount of Japanese exposure, certainly …
John Coumarianos : Your portfolios, the foreign ones, the global and the overseas funds have a significant amount of Japanese exposure, certainly more than -
How First Eagle Mixes Moats with Cigar ButtsJohn Coumarianos : Hi. This is John Coumarianos , senior mutual fund analyst at Morningstar. And I am delighted today to have Abhay Deshpande with us. Abhay is a co-manager of three mutual funds, First Eagle Overseas, First Eagle U.S …
John Coumarianos : Hi. This is John Coumarianos , senior mutual fund analyst at Morningstar. And I am delighted today to have Abhay Deshpande with us. Abhay is a co-manager of -
Gensler: European Banks Still Too RiskyJohn Coumarianos : Last question, I wanted to talk financials a little bit with you. It looked like you recently added Bank of America, and I wanted …
John Coumarianos : Last question, I wanted to talk financials a little bit with you. It looked like you recently added Bank of America, -
Gensler: No Such Thing as a Hold Rating for StocksJohn Coumarianos : I want to ask you about your sell discipline a little bit, the fund's turnover has been, since you've taken over a little …
John Coumarianos : I want to ask you about your sell discipline a little bit, the fund's turnover has been, since you've taken over -
Go Active or Go Home
… be more vigilant, given the massive proliferation of index-hugging funds since 1980. In the end, if you're going to choose to pay up for active management, you may as well get it. John Coumarianos co-authored this article.