Zacks Value Investor Highlights: Aetna, AMN Healthcare and Disney – December 16, 2016


For Immediate Release

Chicago, IL – December 16, 2016 – Zacks Value Investor is a podcast hosted weekly by Zacks Stock Strategist Tracey Ryniec. Every week, Tracey will be joined by guests to discuss the hottest investing topics in stocks, bonds and ETFs and how it impacts your life. To listen to the podcast, click here: ( news/242432/the-value- investors-1-advantage ).

The Value Investor’s 1 Advantage

Welcome to Episode #21 of the Value Investor Podcast.

Every week, Zacks value stock strategist and the Editor of Zacks Value Investor portfolio service, Tracey Ryniec, talks about all things happening in the value stock universe, including her top stock picks.

Recently, she read an interesting article by John Huber, a portfolio manager at Saber Capital Management, which focuses on value investing, called: What is Your Edge.

It listed 3 ways investors can gain an advantage in stock investing. They are:

1. Informational Advantage

2. Analytical Advantage

3. Time-horizon Advantage

He believes that most investors only focus on the first advantage, information advantage, to their detriment. In the Internet age, where nearly everyone has access to information and data on companies, it’s nearly impossible to actually come up with “new” information that other investors don’t yet have. There are few unknowns.

Because of that, getting an advantage based on information is almost impossible to do.

But the #3 advantage, the time-horizon, is often overlooked by investors.

Most investors have no patience. Are you willing to hold for several quarters, as long as the fundamentals remain solid, even if the stock isn’t doing much? Not many are.

This is where value investors who have patience get their advantage.

3 Stocks Where Patience Is a Virtue

1. Aetna (NYSE: (AET Free Report) –Free Report ) traded in a narrow range for 16 months before finally moving higher after the election. It has a forward P/E of 15.9.

2. AMN Healthcare (NYSE: (AMN Free Report) –Free Report ) , the medical staffing company, hasn’t gone anywhere even though it has beat on earnings and is expected to grow EPS by 44% this year. It has a forward P/E of 16.5.

3. Disney (NYSE: (DIS Free Report) –Free Report ) was on a tear for several years but has traded between $90 and $105 for most of the last year. It has a forward P/E of 17.5.

Do you have the guts to stick it out with a company when the fundamentals still look solid? Professional managers usually can’t have patience. They have to produce a certain performance quarter after quarter, even if it involves “window dressing” where they buy certain positions just to make the portfolio look good.

But you don’t have these restrictions. You can have patience and hold for a longer time period. There are no end-of-the-quarter numbers to publish. The only person you have to impress is yourself.

There are so many traders, and computers, which are trading stocks that it is nearly impossible to get an advantage over them. But you don’t need to. Your advantage is if you actually don’t trade. You gain the edge by having a different time-horizon. Time is your friend.

Find out more of Tracey’s advice about the advantage of time on this week’s podcast.

Want more insights from Tracey?

Check out her weekly Value Investor service to receive more in-depth analysis on value companies and see which stocks she thinks are the best bargains now.

Click here to learn more.


About Zacks is a property of Zacks Investment Research, Inc., which was formed in 1978. The later formation of the Zacks Rank, a proprietary stock picking system; continues to outperform the market by nearly a 3 to 1 margin. The best way to unlock the profitable stock recommendations and market insights of Zacks Investment Research is through our free daily email newsletter; Profit from the Pros. In short, it’s your steady flow of Profitable ideas GUARANTEED to be worth your time! Click here for your free subscription to Profit from the Pros.

Get the full Report on AET – FREE

Get the full Report on AMN – FREE

Get the full Report on DIS – FREE

Follow us on Twitter:

Join us on Facebook:

Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates.

Media Contact

Zacks Investment Research

800-767-3771 ext. 9339

Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit for information about the performance numbers displayed in this press release.