In the tech sector, new companies with exciting stories often get the bulk of the attention — and the bulk of investors’ dollars. But in a recent interview with Canada’s Business News Network, Validea CEO John Reese says he’s finding more opportunities in older, less glamorous tech plays.
In the tech sector, new companies with exciting stories often get the bulk of the attention — and the bulk of investors’ dollars. But in a recent interview with Canada’s Business News Network, Validea CEO John Reese says he’s finding more opportunities in older, less glamorous tech plays.
Investors who missed out on buying Microsoft or Apple stock back when the tech powerhouses were just starting out missed out on huge profits. But in the latest issue of Forbes Magazine, Validea CEO John Reese looks at a more important issue: How do the two stocks stack up now. Reese examines both stocks using his Guru Strategy computer models, and finds that both are still worth a long look. “While you shouldn’t expect these… Read More
While many investors are piling into areas of the market where economic growth has been concentrated and valuations are high, value investor Whitney Tilson says he’s keying on unloved blue chips. “There are a lot of big-cap blue-chip companies that are trading at moderate prices,” Tilson tells Reuters. “At a time when everyone is getting enamored with high-growth darlings and commodities, that is precisely the time when we look to play defense and own boring… Read More