Market price/earnings ratios have been rising and profit margins remain at levels that some say are unsustainable. But Validea CEO John Reese says investors who are growing distrustful of earnings-based…
Author: Validea
Forester: More than Meets the Eye in Housing
Fund manager Tom Forester, who was the only equity fund manager to make money in 2008 when the housing and financial crises rocked markets, says issues still lurk beneath the…
Nygren Talks Value
Bill Nygren, whose Oakmark Select fund is in the top 2% of its peers over the past 5 and 15 years, recently talked with CNBC about his approach and some…
Herro Keying on Developed Market Blue Chips
Top fund manager David Herro is continuing to find value in developed markets like America, and little opportunity in developing areas. Herro tells Bloomberg Surveillance that overall global stocks look…
How Greenwald Values Stocks
In a wide-ranging interview, value investing guru and Columbia Professor Bruce Greenwald recently talked with the Motley Fool about a variety of issues, including the current state of the market…
An Oil Refiner for Graham, Fisher & Greenblatt
In his latest article for Seeking Alpha, Validea CEO John Reese takes a look at a much-maligned oil refiner that his Guru Strategies think is big-time bargain. Reese notes that…
Romick Keen on "Old-School Tech"
Top fund manager Steven Romick says he’s not finding much value in many categories of bonds these days, and is finding stocks to be offering better relative value. Romick tells…
Tepper on the Taper
Hedge fund guru David Tepper says low interest rates should continue to push stocks higher. Tepper tells CNBC that he thinks interest rates will be lower in the future than…
Shiller: U.S. Stocks Not That Overpriced
While many bears have pointed to the 10-year cyclically adjusted price/earnings (CAPE) ratio as a reason to avoid U.S. equities, Yale Economist and recent Nobel laureate Robert Shiller — who…
Why Gross Profits May Be More Important than Earnings
Earnings often dominate the investing headlines, but according to a growing body of research, a better indicator of future stock returns may be gross profitability. The research focuses on gross…