Posts By: Aaron M. Cooper

Stalking a corporate earnings surprise

Successfully predicting big earnings surprises — and avoiding the largest negative-surprise stocks — can carry big potential rewards. Two researchers at PanAgora Asset Management demonstrate how. Breaking down the broad stock market (as measured by the Russell 3000 Index) into … Continue reading »

Putnam’s approach to fundamental equity research

It is often declared that a good time to buy a stock is when it’s on sale. But at Putnam, we believe that valuation — the relationship between price and earnings, or between price and free cash flow, to take … Continue reading »

Housing sector an unexpected strength

Active fundamental research indicates the housing sector, along with areas of the energy and health-care industries, offer attractive opportunities for investors today.

A contrarian case for U.S. housing

Although housing has been on its back for several years, real estate trends and company fundamentals suggest a contrarian case for housing stocks.