Bill Miller beat the market for a record 15 years before getting hit hard in the financial crisis. Since then he’s again been producing exceptional returns, and he recently offered…
Author: Validea
Why High Small-Cap P/Es Might Not Be So Bad
Small-cap valuations are quite high these days, but newsletter guru Jim Oberweis says there may be good reason for that: institutional investors being “desperate” to reach pension fund goals. (more…)
After 68% Gain in '13, Lynch Model Likes These 10 Stocks
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…
Fisher On How A Bull Dies
Top strategist Kenneth Fisher says there are two things that can stop a bull market — and he’s not seeing either at play right now. (more…)
Yacktman, Others On Sky High Small-Cap Valuations
Small-cap stock valuations are worrying some investors, including top fund manager Donald Yacktman. (more…)
Top Advisers Not Selling
Few stock newsletter writers have beaten the market in both the 2007-09 bear market and the current bull market — but those who have are saying this isn’t the time…
A "Magical" Turnaround For The Greenblatt Strategy
It may not be magic, but hedge fund guru Joel Greenblatt’s “Magic Formula” sure is a market-beater, Validea CEO John Reese writes in his latest Forbes.com column. (more…)
Rosenberg: Rate Hike Impact A Ways Away
Worried about the interest rate hikes that may be coming sooner than many had expected? Top economist David Rosenberg says to relax. (more…)
Ritholtz Gets Counterfactual About QE
Since the economy started to turn around in 2009, many pundits have contended that the weakness of the rebound is evidence that the Federal Reserve’s quantitative easing program has not…
OSAM: Value & Momentum A Winning Combo North Of The Border
The combination of value and momentum has been shown to be a winning formula in stock investing, and quantitative guru James O’Shaughnessy’s firm says the data shows it’s a recipe…