Reese: Five Reasons for Optimism

In the week’s Validea Hot List newsletter, Validea CEO John Reese says that, despite the continuing troubles with the U.S. economy, he sees several clear reasons long-term investors should be high on stocks heading into 2009. “Good investors must have the ability to look past the near-term and see the forest for the trees,” Reese writes. “To me, the forest that is the stock market looks quite inviting right now.” Five reasons for his optimism:… Read More

Values Abound in Small-Caps

In this week’s Validea Hot List newsletter, John Reese says that his Guru Strategy computer models are finding an array of values among small-cap stocks, particularly among those that would be considered small-cap growth firms. Reese’s Hot List portfolio added eight new stocks on his regularly scheduled rebalancing, all but one of which are in the small-cap growth category — one of the market’s most beaten-down areas of late. For 2008, Reese notes, small-cap growth… Read More

A Growing Chorus of Bulls

In this week’s Validea Hot List newsletter, Validea CEO John Reese writes that “more and more of the world’s most successful investors — including many who correctly believed that the market was overvalued before its recent crash — are saying that stocks are now good values”. Among them are Jeremy Grantham, David Dreman, Jeremy Siegel, Bruce Berkowitz, Warren Buffett, and Marty Whitman. The fact that these gurus are seeing value in the market is a… Read More

Reese: Five Hot Stocks With Staying Power

In his latest column for Forbes.com, Validea CEO John Reese takes a look at what stocks have actually been among the biggest gainers while the market has plunged in the past couple months. These stocks can be awfully tempting for investors, who are trying to latch on to any sort of positive market vibes amid this difficult climate. But, Reese cautions, buyers should beware: “Blindly following hot stocks can get you in trouble,” he says,… Read More

Why Buy & Hold Isn’t Dead

Validea CEO John Reese today writes for MSN’s Strategy Lab that those proclaiming the death of buy-and-hold investing are premature in their claims — very premature. Buy-and-hold has a two-century-plus track record of success, Reese says; for market-timers to claim that the approach is “dead” after one very bad year or so just doesn’t make sense — especially now, before market-timers have faced their toughest challenge. “If the riskiest part of market-timing involves missing the… Read More