Validea CEO John Reese says in his latest Nasdaq.com column that investors shouldn’t fall prey to the “tale of the tapped-out consumer”. “In the investing world, putting stories ahead of…
Top Strategist Sees Value in Cash
While stocks have been hitting all-time highs, top value fund manager Charles de Vaulx thinks there’s value in cash right now. De Vaulx’s IVA Worldwide Fund trimmed its stock holdings…
Rosenberg: U.S. Now On "Terra Firma"
Gluskin Sheff Chief Economist & Strategist David Rosenberg says that a “firmer floor” has developed under the U.S. economy, and he doesn’t see recession coming anytime soon. “I don’t see…
Ritholtz: Don't Be a Slave to the Story
Everyone loves a good story. But in the investing world, getting too caught up in a good story can lead to serious trouble, Barry Ritholtz notes. On The Big Picture…
Sonders: Private Sector Growth Solid While Deficit Shrinks
While the U.S.’s budget problems have been a subject of much worry in recent years, Charles Schwab Chief Investment Strategist Liz Ann Sonders says good news has developed on that…
Cooperman Sees Possible Correction, But Still Finding Values
Hedge fund guru Leon Cooperman thinks stocks may be headed sideways, or into a correction. But he’s still finding value in individual companies. “I wouldn’t be surprised personally if the…
Hulbert: Buy and Hold Still Wins
If you’ve spent time lately trying to figure out when the four-plus-year bull market will come to an end, Mark Hulbert has a message for you: Stop kidding yourself. “The…
Want Income? You Don't Have to Look Far
With fixed-income yields still exceptionally low, where should investors go to find income? The Wall Street Journal’s Jason Zweig says they may want to look no further than their own…
Nygren: Stocks Still Attractive
Have rising bond yields made stocks less attractive? No, says top fund manager Bill Nygren of Oakmark. In his second-quarter client letter, Nygren discusses the “Dividend Discount Model” his firm…
Fisher-Inspired "PSR" Strategy Still A Market-Beater
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 Kenneth Fisher-inspired strategy, which has averaged annual…