While North Americans have had plenty to worry about in recent years, they’ve still been finding ways to amuse themselves. And the strong performance of many entertainment companies has made…
Author: Validea
Gabelli Talks Buffett, Value
Top value strategist Mario Gabelli says that if he were Warren Buffett, he would be looking to purchase companies with some very specific characteristics. Gabelli tells Bloomberg that he’d target…
Buffett: U.S. Economy Still Improving
Warren Buffett says he is still seeing improvement in the U.S. economy, albeit at a slow pace. “The economy is improving,” Buffett told CNBC. ” I want to emphasize that.…
Fisher: It's About Global Growth
Top strategist Kenneth Fisher says that investors shouldn’t get overly concerned with economic conditions in their home market, because what really will drive stocks is overall global growth — which…
El-Erian: Markets Front-Running BOJ
PIMCO’s Mohamed El-Erian says that all assets are trading at “very artificial” levels due to central bank policies. El-Erian tells Yahoo! Finance’s Daily Ticker that central banks’ flooding of the…
Romick: "We Focus On Where The Bad News Is"
Steven Romick’s FPA Crescent fund is in the top 3% of funds in its class over the past 15 years, according to Morningstar, and in a recent interview with Forbes’…
Why Apple Isn't Rotting
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. …
Is The U.S. The Next "Emerging Market"
What will the next big emerging market be? Africa? Southeast Asia? Nope, says the man who created the “emerging market” moniker. He says the next big “EM” will be the…
How John Neff Beat The Market For Three Decades
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 John Neff-inspired strategy. Below is an excerpt…
Why Hussman Remains Bearish
Fund manager John Hussman has remained one of the staunchest bears in the stock market. And in a recent presentation (a tip of the hat to Business Insider for posting…