Research.LeutholdGroup

Diversification has acquitted itself poorly in precisely the type of rough patch its proponents have been hoping for. So have some popular market-timing strategies, unless one has applied them across multiple asset classes.

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We take a look at how the market rewards different uses for cash and what drives management decisions about the use of cash over time. The focus here is on the three main cash applications: investment (Capex and R&D), return of cash (via buybacks and dividends), and M&A spending.

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