Investing Principles Part III: Buying Stocks Where the Insiders Are Buying

In a continuation of our discussion around the Tweedy Browne publication What Has Worked In Investing we’re going to address the approach related to investing with the “inner circle” and buying stocks where insiders are buying as well. Results of several different studies were included, one of which was conducted in 1976 by Validea “Conservative Growth Investor” Martin Zweig. This guru believed that those who work for a company know it best and if several… Read More

Guru Martin Zweig: Earnings-Focused Stock Hunter

Since the age of 13, Martin Zweig was determined to become a successful investor. He succeeded in a big way, and his stock recommendation newsletter (the Zweig Forecast) was ranked number one by Hulbert Financial Digest for 15 years. In a profile on Zweig for Forbes, Validea CEO John Reese describes this guru’s complex, largely earnings-based investment strategy. Zweig believed there were two different approaches to choosing stocks: the “shotgun” approach and the “rifle” approach.… Read More

Great Pages: Zweig's "Shotgun" Approach

Can a single page of a book change your investment life? We believe it can. Periodically, we highlight some of the Great Pages that have had a great impact on our investment philosophy. Today, we look at p. 194 from Martin Zweig’s “Winning on Wall Street”, in which Zweig first discusses stock-picking using a “rifle” approach (deeply analyzing a small number of companies), and then talks about the “shotgun” approach (screening thousands of stocks against pre-set criteria). 

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 returns of 10.2% since its July 2003 inception vs. 6.3% 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.

Examining a Growth Strategy Up 60%+ this Year

In his latest column for Nasdaq.com, Validea CEO John Reese says that at this stage in the bull market, high-quality growth stocks look attractive. “When you get deeper into a bull market, the low-hanging, beaten-down value plays have rebounded, and investors tend to look more at fundamentals and quality,” Reese writes. “It’s no surprise then that, with the bull market now more than four years old, my Martin Zweig-based Guru Strategy — which runs a… Read More

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

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

Sonders on “Rational Exuberance”

Retail investors have, at long last, been coming back to stocks in the first month or so of 2013, and Charles Schwab Chief Investment Strategist Liz Ann Sonders says it’s a rational move for them. In her latest market commentary, Sonders looks at how negative sentiment and mutual fund flows have gone over the past few years. She even cites one Franklin Templeton survey showing that the majority of investors weren’t even aware that the… 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