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MarketWatch

Opinion: The new rules of investing look a lot like the old rules

Media, Press

[vc_row][vc_column][vc_column_text] Opinion: The new rules of investing look a lot like the old rules Companies must have quality profits, attractive valuations and competitive advantages   Unprofitable growth companies keep grinding lower in 2022. This brutal bear market for once-high-flying stocks is a painful dose of cognitive dissonance for those who are used to easy gains

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June 2022 – Yesterday’s War

Finance, Insight, Passive, Retirement, US Equities

[vc_row][vc_column][vc_column_text] Hoping for unprofitable growth companies to lead again is fighting yesterday’s war Unprofitable growth companies continue to grind lower in 2022. This brutal bear market for the once high-flying issues is a painful dose of cogitative dissonance to those used to easy gains on exciting companies. Rather than cutting edge technologies like artificial intelligence

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Barron's

Under Armour Stock Could Climb 50% From Here

Media, Press

[vc_row css=”.vc_custom_1655497862601{padding-top: 40px !important;padding-right: 60px !important;padding-left: 60px !important;}”][vc_column][vc_column_text] Investors are so accustomed to problems at Under Armour that most haven’t noticed the changes now under way. In sports, there’s nothing like a good underdog story. The same might be true of investing. Under Armour checks both boxes. For years, investors had good reason to avoid

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MarketWatch

Opinion: The energy independence of the U.S. and its allies is an enduring tailwind for oil and gas stocks

Media, Press

[vc_row][vc_column][vc_column_text] Opinion: The energy independence of the U.S. and its allies is an enduring tailwind for oil and gas stocks Energy stocks are cheaply valued despite a big runup this year Russia’s war campaign has jarred the Western world into the realization that energy independence is necessary. By taking advantage of German dependence on Russian natural

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Value investing by Frank Capital Partners LLC

April 2022 – First Quarter Update

Energy, Finance, Insight, Passive, US Equities

[vc_row][vc_column][vc_column_text] There is a two-ton anvil of reality dropping on unprofitable companies. The first quarter of 2022 continued trends from late 2021 as well as establishing great new shifts in the investment world. All of Frank Capital’s separate account strategies had positive returns in Q1 22, far outpacing riskier, growth-at-any-price strategies, as well as the

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Value investing by Frank Capital Partners LLC

Q1 22

Insight, Uncategorized

[vc_row css=”.vc_custom_1607512817633{padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column][vc_tweetmeme share_via=”frankfunds” share_recommend=”bfrankvalue”][/vc_column][/vc_row][vc_row css=”.vc_custom_1607580862530{padding-top: 30px !important;padding-bottom: 30px !important;}”][vc_column][vc_column_text] First Quarter 2022 The Frank Value Fund Institutional Class returned 5.92% in Q1 2022 compared to a loss of -4.60% for the S&P 500 TR Index and -1.82% for the Russell Midcap Value Index. Please see the end of this letter for

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March 2022 – Energy Independence

Commodities, Energy, Finance, Insight, Passive, US Equities

[vc_row css=”.vc_custom_1655337147898{padding-top: 15px !important;padding-right: 50px !important;padding-left: 50px !important;}”][vc_column][vc_column_text] Russia using energy as a weapon has changed the paradigm. War in Ukraine and subsequent sanctions have jarred the world into the realization that energy independence is necessary. In early March, the United States announced a ban on all Russian oil imports. Should the rest of the

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