Top fund manager David Herro says he’s bullish on companies with exposure to emerging markets growth. (more…)
Shiller Talks Valuation, ECB, And College Costs
In a recent interview in Forbes, Nobel laureate Robert Shiller says that the stock market is not as overvalued today as it was in 2007 — but it’s getting darn…
Which Value Metric Is Best?
Which valuation metric is best? In his latest for Canada’s Globe and Mail, Validea CEO John Reese looks at just that question, weighing the pros and cons of several popular…
Warren Pieces: "Frequently Efficient" Doesn't Mean "Always Efficient"
A periodic look through the archives of the greatest investor in history In Berkshire Hathaway’s 1988 Letter to Shareholders, Warren Buffett offered his thoughts on the Efficient Market Theory. Below…
Fisher On A Bullish Political Factor
While 2014 has been a mediocre year for stocks, Kenneth Fisher says he expects things to heat up later in the year thanks in part to the Presidential Election Cycle.…
How To Buy Growth Stocks Like Martin Zweig Did
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Martin Zweig-inspired strategy, which has averaged annual…
The Case For Contrarian Investing
Going against the crowd can be incredibly hard. But as Michael Brush notes in a recent Brush Up On Stocks piece, it can also be incredibly rewarding. (more…)
How An Unknown Accountant Proved Quality And Value Are A Perfect Pair
Stock investing is often thought of as a glamorous endeavor. “It’s supposed to be well-coiffed men in finely tailored suits — guys who know what the next big thing will…
What Should Your US Allocation Really Be?
Do you have too much of your portfolio invested US stocks? In a recent piece for Advisor Perspectives, Meb Faber says that if you’re like most American investors, you probably…
What To Do With All Those Competing Stock Picks?
Turn on the TV or your computer and you’ll find a myriad of stock recommendations from a myriad of commentators any day of the week. But in a recent MarketWatch…