Ned Davis Research provides some of the most interesting data and analysis you’ll find in the stock market, and in a recent interview with The Big Picture’s Barry Ritholtz, Ned…
Author: Validea
Ride The Rails And The Big Rigs With The Gurus
In his latest column for Seeking Alpha, Validea CEO John Reese says his Guru Strategies are high on a number of transportation stocks right now. “Given all of the economic…
Dreman: Stocks And Housing Are Places To Be
Contrarian guru David Dreman remains concerned about major inflation, and says investors should thus focus on stocks and the housing market. In a column for Forbes, Dreman says that economic…
Sonders: Market's Rise Justified
Charles Schwab Chief Investment Strategist Liz Ann Sonders’s thinks the big recent gains for the stock market have been justified. “I don’t think we’ve come too far too fast, nor…
Herro Buying On Fear
Oakmark’s David Herro has been one of the most successful fund managers in the world over the past two decades by keying on unloved stocks, and he is continuing to…
Faber: Big Buying Opportunity In Gold
While gold has tumbled in the past couple days, Marc Faber of the Gloom Boom & Doom Report says he thinks “the bull market in gold is not completed,” and…
A Rotation Is Happening -- But Not The One You Think
While many believe the start of a “Great Rotation” from fixed-income assets to stocks has been helping fuel the stock market’s gains, the reality may be that a different type…
Paulsen: Fed A Hindrance To Long-Term Gains
Wells Capital’s James Paulsen says that, with valuations low compared to historical standards, stocks could provide investors with double-digit annual returns over the next decade — if the Federal Reserve…
Going Beyond Earnings With The PSR
In his latest column for Canada’s Globe and Mail, Validea CEO John Reese looks at his top-performing Price/Sales Investor investment model, which is based on the research of Kenneth Fisher.…
Keeping Fears In Perspective
While many investors remain fearful of another stock market collapse, history indicates that their fears are likely overblown, according to Strategas Research Partners. Strategas’ research found that the S&P 500…