In his first-quarter letter to shareholders, top fund manager Bill Nygren of Oakmark says that he’s keying on companies that are putting their cash to work. “Corporations today have unusually…
Author: Validea
Nobel Laureate: Debt/GDP Threshold Is "Nonsense"
Nobel Prize-winning Economist Joseph Stiglitz says the U.S. economy is currently operating in “trickle-up” fashion, with increases in wealth going to the wealthiest Americans and middle- and lower-income people struggling,…
Ritholtz Giving Bull The Benefit Of The Doubt
Barry Ritholtz of FusionIQ and The Big Picture blog says he thinks investors “have to give the bull market the benefit of the doubt”, and he remains bullish. Ritholtz tells The…
The Pros and Cons of Different P/Es
When it comes to valuation metrics, Charles Schwab Chief Investment Strategist Liz Ann Sonders says beauty is in the eye of the beholder, and in recent commentary she reviews how…
Tilson Talks Valuations, Profit Margins
Top manager Whitney Tilson says the environment has become tough for value investors, but adds that he’s still finding some bargains out there. “This is not an ideal environment for…
Lynch and O'Shaughnessy Style Energy Picks
In his latest Forbes.com column, Validea CEO John Reese says his Guru Strategies are finding some big bargains among big oil companies, many of which have lagged the market in…
El-Erian: Fed Using Cyclical Medicine To Treat Structural Problem
PIMCO’s Mohamed El-Erian says central banks are continuing down a path that has an incredibly bifurcated set of outcomes. “Rather than step back and ask why (the measures have not…
Why Has Value Lagged?
The Brandes Institute has done some extensive research showing how, over the long haul, value stocks have beaten flahsier “glamour stocks”. Here, the firm’s managing director of investments, Ken Little,…
Fisher: The "Sit-On-Your-Hands" Approach
Kenneth Fisher says that if investors really want to help themselves, they should buy stocks — and wait. “What is the most common investor mistake?” Fisher asks in his latest…
The Zweig Approach: Growth Investing With A Conservative Streak
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 Martin Zweig-inspired strategy, which has averaged annual…