Small-cap stocks have taken a pounding in recent months, but Francis Gannon of Royce Funds recently offered some intriguing data indicating that fundamental-focused investors would be wise not to quit…
Author: Validea
Buffett-Inspired Bargains In The Great White North
In a recent piece for Canada’s Globe and Mail, John Heinzl used Validea’s Warren Buffett inspired strategy to look for market bargains in Canada. (more…)
Warren Pieces: Why Buffett Wants His Stocks To Fall
A periodic look through the archives of the greatest investor in history In Berkshire Hathaway’s 2011 Letter to Shareholders, Warren Buffett offered his thoughts on why he sometimes hopes that his…
Trahan On Why Small Caps Have Lagged -- And Why They're Going To Take Off
Top-rated economist Francois Trahan is sounding very bullish on stocks — particularly small stocks — and the big reason is the US’s positioning relative to the rest of the world.…
Herro Talks EMs, Interest Rates, and What Worries Him
Top fund manager David Herro thinks emerging-market stocks remain overpriced, but he thinks there is a way for investors to benefit from emerging market growth. (more…)
Do IPOs Signal Trouble? Hardly, Says Fisher
Some have been wondering whether the amount of initial public offerings recently is a sign of euphoric sentiment in the market. But Kenneth Fisher says it’s not the number of…
Buffett, Berkshire Dumping Retailer's Shares
After saying that he made a “huge mistake” by investing in the firm, Warren Buffett is now decreasing Berkshire Hathaway’s stake in grocery giant Tesco. (more…)
Top Bond Manager Sees Rates Going Lower ... and Lower
Hoisington Investment Management has been successfully betting on Treasury bonds since the late 1990s, helping put its Wasatch-Hoisington US Treasury fund in the top 1% of funds in its class…
The Case For Small Caps
In his latest column for Seeking Alpha, Validea CEO John Reese lays out his case for not ditching small caps despite their weak recent performance. (more…)
Fisher: Buyback Bashing Is Bunk
While many bears have said that a boom in share buybacks has been a drag on growth and a way of masking weak earnings and revenues, top strategist Kenneth Fisher…