Hedge fund guru Joel Greenblatt is known for the “Magic Formula” approach that he laid out in his Little Book That Beats The Market. But more than two decades before…
Author: Validea
Warren Pieces: Growth IS Value
A periodic look through the archives of the greatest investor in history In Berkshire Hathaway’s 2000 Letter to Shareholders, Warren Buffett offered an unconventional take on the growth vs. value…
Reese: Skies Friendly Again for (Some) Airlines
While the airline industry has been fraught with bankruptcies throughout its history, Validea CEO John Reese says things have been looking up for some airlines stocks. (more…)
Paulsen Sees Correction Coming, Just Not Yet
Wells Capital’s James Paulsen thinks we’re going to see a stock market correction this year, but he doesn’t think one is imminent. (more…)
The Real Solution To The Fed's Bubble-Making Problem
While most strategists talk about risk as a static factor, emerging research indicates that people’s penchant for risk-taking is quite changeable from moment to moment — and that may have…
Yes, Even In This Market You Can Find Contrarian Picks
Many of history’s greatest investors have had a contrarian streak, and in a recent column Validea CEO John Reese took a look at how and why go-against-the-crowd gurus like Steven…
Looking For Imperfection In Stocks
If you’re like most investors, you gravitate toward popular, hot stocks. But John Buckingham of Al Frank Asset Management and The Prudent Speculator newsletter says you’re better off keying on…
Dreman Says The Bull Has Years Left
While many are worrying about a bear market, contrarian guru David Dreman thinks the bull has a long ways to run — though not without some bumps along the way.…
Siegel: Rates Won't Rise As Much As Feared
Over the past five years, stock returns have been well above their long term average. But over the last ten years, they remain below the average. So what does Wharton…
Sonders: Economy Looking Up
Charles Schwab’s Liz Ann Sonders thinks that the economy is improving following a weak first quarter, and thinks the bull market isn’t done. (more…)