In a February interview with Bloomberg, Yale University professor Robert Shiller says, “I think the Trump effect is really important.” While Shiller, winner of the Nobel Prize in Economics, says…
Author: Validea
Buffett Can Bend His Own Rules
When Berkshire Hathaway buys pricey stocks of companies that pay hefty dividends and repurchase shares, it may appear to go against his mantra of “never lose money,” since a short-term…
The S&P 500 May Follow Its Own Path
Based on technical analysis of stock market movements, an 85-year trend for the S&P 500, “shows the equity benchmark could rise past 4,000 in the next eight years—an 81 percent…
Five Picks for the Common-Sense Investor
How should an investor address the ever-present question as to whether an exciting, media-saturated stock is actually a sound opportunity? In anticipation of Snapchat Inc.’s IPO, Validea CEO John Reese…
Stock-Picking Strategies from Barron's Veteran
Advocating a flexible approach to stock-picking, a recent article by Barron’s veteran Andrew Bary offers some guidance that incorporate the ever-successful strategies of Warren Buffett while emphasizing the importance of…
Francis Chou is a Patient Investor
Regarded as one of the savviest value investors in the world, says a recent article in Canadian Business, Francis Chou thinks the market is overpriced right now, but will come…
Warren Buffett's Strategy Based on Market Anomalies
Part of Warren Buffett’s fortune was made by “exploiting two market mistakes: the tendency for quality companies and low-risk stocks to outperform,” says last week’s Wall Street Journal. Referring to…
Six Tempting Picks for the 'Joe Six Pack' Investor
“Davos Man,” the hypothetical investor who gravitates toward global businesses and bonds has been ruling the roost for the past decade, but he might be passing the baton to “Joe…
Highlights from Berkshire Hathaway's 2016 Letter to Shareholders
On Saturday, February 25th, Berkshire Hathaway released its much-anticipated 2016 letter to shareholders in which Warren Buffett presents his company’s results for the year and shares his inimitable insights and…
Higher Earnings are Driving Stock Gains
The biggest U.S. companies have started a new growth streak and more good news is expected in the coming quarters, says an article in last week’s Wall Street Journal. Citing…