Every other issue of the Validea Hot List newsletter examines in detail one of John P. Reese’s computerized Guru Strategies. This latest issue looks at the Peter Lynch-inspired strategy, up 10.9% annualized since its mid-2003 inception vs. 6.6% 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.
In his latest column for Seeking Alpha, Validea CEO John P. Reese looks at Peter Lynch’s “buy-what-you-know” advice, and some other tips the mutual fund legend gave for finding good stock ideas.
Good investing advice is timeless, which is why this Wall Street Week with Louis Rukeyser interview with investing legends Peter Lynch and Sir John Templeton is well worth a listen more than two decades after it occurred.
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 cheat ever so slightly, taking a bit of a second page from Peter Lynch’s classic One Up on Wall Street. But trust us, it’s worth it to see Lynch compare stock market machinations to Mayan mythology.
“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