The Zweig Strategy: A Conservative Growth Approach

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 returns of 10.8% since its July 2003 inception vs. 5.0% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from the Zweig-based investment strategy. Taken from the October 11, 2013 issue of The Validea Hot List Guru… Read More

Beating the Market with Growth … and Value

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 James O’Shaughnessy-inspired strategy, which has averaged annual returns of 9.8% since its July 2003 inception vs. 5.3% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from the O’Shaughnessy-based investment strategy. Taken from the September 13, 2013 issue of The Validea Hot List Guru… Read More

How John Neff Beat The Market For Three Decades

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 John Neff-inspired strategy. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from the Neff-based investment strategy. Taken from the April 26, 2013 issue of The Validea Hot List Guru Spotlight: John Neff Most investors wouldn’t give a fund described as “relatively prosaic, dull, conservative” a second glance.… Read More

The Zweig Approach: Growth Investing With A Conservative Streak

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 returns of 8.4% since its July 2003 inception vs. 4.7% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from the Zweig-based investment strategy. Taken from the March 29, 2013 issue of The Validea Hot List Guru… Read More

Hot List: Embrace The Fear

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 talks about some of the current fears in the market, and why they aren’t deterring him from buying stocks.    Excerpted from the Jan. 18, 2013 issue of the Validea Hot List newsletter Fear Factor The 2013 year has started off with a bang for investors, with the S&P 500 already up… Read More

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 stocks as 2013 approaches, even though many investors remain fearful of equities.    Excerpted from the Dec. 21, 2012 issue of the Validea Hot List newsletter Five Reasons for Optimism As 2012 winds down, the general mood surrounding the market and the economy remains one… Read More

A Guru-Inspired Portfolio That Quadruples The Market

In an interview on CNBC’s “Street Signs”, Validea CEO John Reese recently discussed his Validea Hot List portfolio, which is up more than 160% since its 2003 inception, vs. about 42% for the S&P 500. Reese talks about how his Guru Strategies — investment models based on the approaches of some of history’s greatest investors — have a contrarian bent. He also discusses several of the Hot List portfolio’s current holdings, including Main Street Capital… Read More

The Zweig Model: A Conservative Growth Strategy

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 returns of 7.0% since its July 2003 inception vs. 3.6% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from the Zweig-based investment strategy. Taken from the November 9, 2012 issue of The Validea Hot List Guru… Read More

Knowing When to Fold ’em

In his bi-weekly Hot List newsletter, Validea CEO John Reese offers his take on the markets and investing. In the latest issue, John looks at a key but often overlooked part of investment strategy: deciding when to sell.    Excerpted from the Oct. 26, 2012 issue of the Validea Hot List newsletter The Missing Piece: Determining When to Sell Over the past couple weeks, we’ve seen a few big sell-off days in the market. Those disappointing… Read More

Growth Or Value? How About Both

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 James O’Shaughnessy-inspired strategy, which has averaged annual returns of 10.3% since its July 2003 inception vs. 4.0% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from the O’Shaughnessy-based investment strategy. Taken from the October 12, 2012 issue of The Validea Hot List Guru… Read More