“Buy what you know” — the great Peter Lynch said investors could succeed by taking that approach. But in a column for Seeking Alpha, Validea CEO John Reese says not to forget the warning Lynch issued in discussing buy-what-you-know.
In his latest column for Forbes.com, Validea CEO John Reese invokes mutual fund legend Peter Lynch in discussing the importance of staying disciplined when the market gets rough.
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 10.0% since its July 2003 inception vs. 6.0% 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 March 28, 2014 issue of The Validea Hot List Guru… Read More
In his latest column for Amazon.com’s Money & Markets blog, Validea CEO John Reese looks at how investors can use the wisdom of mutual fund legend Peter Lynch to beat the market. “Lynch is known for his ‘buy-what-you-know’ advice — the idea that average investors can get turned on to new stock ideas by looking out for companies whose products they have used and liked,” Reese writes. “But that part of his approach was only… Read More
In his latest column for Forbes.com, Validea CEO John Reese says that, despite the pounding Apple’s shares have taken in recent months, investors shouldn’t give up on the tech titan. “Slowing sales growth, two straight quarters of declining earnings, and questions about the company’s post-Steve Jobs leadership have all sent investors heading for the hills, thinking that Apple’s best days are behind it,” Reese writes. “I think they’re probably right — and I’m still bullish… Read More
Warren Buffett and Peter Lynch are two of history’s most successful investors. And in a Number Cruncher column for Canada’s Globe and Mail, John Heinzl says combining their strategies has led to some big returns. Using data from Validea Canada, Globe and Mail last year set up a portfolio of stocks that met both Validea’s Lynch-inspired investment model’s criteria and its Buffett-based model’s criteria. “From the portfolio’s inception date on Jan. 18, 2012, through March… Read More
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 6.6% since its July 2003 inception vs. 4.1% for the S&P 500 (through Jan. 3). Below is an excerpt from the newsletter, along with several top-scoring stock ideas from the Lynch-based investment strategy. Taken from the January 4, 2013 issue of The Validea… Read More
In his latest RealMoney column, Validea CEO John Reese looks at a trio of large-cap stocks that look attractive as 2012 winds down. “Year to date, we’ve seen a robust 13% rise in the large-cap index S&P 500,” Reese writes. “I am not a soothsayer, and I do not profess to know how well large-caps will do in the coming year, but at this point I see no signs of a slowdown anytime soon.” Reese… Read More
This year hasn’t been a great one for Canadian stocks, but Peter Lynch and Warren Buffett have been having quite a bit of success north of the border — at least, their strategies have. In his Number Cruncher column, John Heinzl of Canada’s Globe and Mail has been tracking a 9-stock portfolio of stocks that got high marks from Validea Canada CEO John Reese’s Buffett- and Lynch-based models, and the result has been some strong… Read More
If you are looking for places to invest as the current bull market ages, try turnaround stocks, says The Wall Street Journal’s Jack Hough. Hough says that several turnaround firms — those that have had big problems and are now trading on the cheap — have had big years in 2012. Among them are several homebuilders, as well as Gap and Sprint Nextel. Hough says that turnarounds are attractive not only because they can produce… Read More