T. Rowe Price’s Tom Huber, whose Dividend Growth fund is in the top 13% of funds in its category over the past five years, according to Morningstar, says that tax…
Author: Validea
Contrarian Indicators Flashing Buy Signals
John Buckingham of Al Frank Asset Management and The Prudent Speculator newsletter says that, as a contrarian, he’s been seeing a number of encouraging signs recently. “Our market outlook as…
How Ben Graham Is Still Beating the Market Today
While Benjamin Graham’s classic The Intelligent Investor was written over six decades ago, the Defensive Investor strategy he laid out in it remains a winner, Validea CEO John Reese writes…
Small, Illiquid, and Cheap: A Winning Combo
In a column for Canada’s Globe and Mail, Norman Rothery says that, while many investors focus on popular, frequently traded stocks, the real profits lie in smaller, illiquid shares. “While…
Five Reasons for Optimism
In his bi-weekly Hot List newsletter, Validea CEO John Reese offers his take on the markets and investment strategy. In the latest issue, John looks at five reasons he’s optimistic about…
Shilling: Bond Prices to Rise in 2013
Economist Gary Shilling is betting on bonds over stocks in 2013. “I think you play it with a ‘risk-off’ kind of approach,” he tells Yahoo! Finance’s The Daily Ticker. “And…
Favorite Charts from Bogle, Wien, and Others
Business Insider recently asked a number of strategists to discuss their “favorite charts of 2012,” and some of the gurus participating offered some very interesting data. Byron Wien of Blackstone…
Sonders: Correlations to Fall in 2013
Charles Schwab Chief Investment Strategist Liz Ann Sonders says a key theme of 2013 will be the continuing decline of correlations. Sonders tells USA Today that she thinks correlations will…
Could Wage Inflation Rebound Soon?
Wells Capital Management’s Jim Paulsen says that declining wage inflation — which has allowed the Federal Reserve to continue its “crisis-like” loose monetary policy — may be coming to an…
Shiller Still Not Sure Housing Has Bottomed
Yale Economist and housing guru Robert Shiller says he thinks housing prices will continue to rise for a few months, but he’s not sure the upswing will continue after that…