How To Succeed Where Fund Managers Fail

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 why so many mutual fund managers fail to beat the market over the long haul — and how individual investors can succeed where they fail.     Excerpted from the Sept. 28, 2012 issue of the Validea Hot List newsletter Why Fund Managers Fail — And How To Succeed We… Read More

The Dreman Approach: Thinking Contrarian to Beat the Market

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 David Dreman-inspired strategy, which has averaged annual returns of 6.9% 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 Dreman-based investment strategy. Taken from the September 14, 2012 issue of The Validea Hot List Guru… Read More

Reese on the Valuation/Risk Relationship

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 the issues of valuation and risk, and how they are intertwined.    Excerpted from the Aug. 31, 2012 issue of the Validea Hot List newsletter Valuation Update In general, the valuation picture isn’t too different from what it was four months ago. Several metrics are showing market to be fairly… Read More

The Fisher Strategy: Capitalizing on “The Glitch”

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 returns of 11.7% since its July 2003 inception vs. 3.9% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from the Fisher-based investment strategy. Taken from the August 17, 2012 issue of The Validea Hot List Guru… Read More

Hot List Still Well Ahead of Market After Nine Years

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 some lessons that can be taken from his Hot List portfolio, which just hit its nine-year mark.    Excerpted from the Aug. 3, 2012 issue of the Validea Hot List newsletter An Anniversary Last month, our flagship Hot List portfolio hit its nine-year birthday, and since its July 2003 inception… Read More

Boring Stocks, Big Returns

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 new research that shows “boring” stocks tend to produce the best long-term returns .  Excerpted from the July 6, 2012 issue of the Validea Hot List newsletter Boring Is Beautiful When you see the phrase “elite investment strategist”, or “star stock investor”, what sort of person comes to mind? I’d… Read More

Keeping Perspective Amid the Euro Hype

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 the European debt crisis and its impact on long-term strategy.  Excerpted from the June 8, 2012 issue of the Validea Hot List newsletter Keeping Perspective For the past several weeks, investors — who already had Europe’s debt woes on their minds — have become fixated on the continent. The headlines… Read More

The Lynch Strategy: Still Beating the Market Two Decades after Magellan

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 Peter Lynch-inspired strategy, which has averaged annual returns of 5.3% since its July 2003 inception vs. 3.1% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from the Lynch-based investment strategy. Taken from the May 25, 2012 issue of The Validea Hot List Guru… Read More

Diversification: How Many Stocks Is Enough?

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 the issue of diversification and the performance of different-sized portfolios that he runs on Validea.com. Excerpted from the May 11, 2012 issue of the Validea Hot List newsletter No one — not Warren Buffett or Peter Lynch or David Tepper — is right on every single stock pick. And… Read More

The Buffett Approach: Invest Like The Oracle

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 Warren Buffett-inspired strategy, which has averaged annual returns of 6.3% since its December 2003 inception vs. 3.4% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from the Buffett-based investment strategy. Taken from the April 27, 2012 issue of The Validea Hot List Guru… Read More