In a recent column for Canada’s Globe & Mail, Norman Rothery says that using simple numerical stock-picking models can lead to strong returns — but that sticking to those strategies…
Author: Validea
Sonders: Valuations Could Cushion Market If Cliff Strikes
In her latest Market Snapshot, Charles Schwab Chief Investment Strategist Liz Ann Sonders says that even if the U.S. goes off the “fiscal cliff” — triggering a variety of tax…
A Guru-Inspired Portfolio That Quadruples The Market
In an interview on CNBC’s “Street Signs”, Validea CEO John Reese recently discussed his Validea Hot List portfolio, which is up more than 160% since its 2003 inception, vs. about…
Fisher: U.S. Doesn't Need More Jobs
While many have cited job growth as being key to the economy continuing to recover, Forbes’ Kenneth Fisher says that’s “rubbish”. “When I was born, in 1950, manufacturing jobs were…
Berkowitz's Top Stocks
In a recent Fortune article, top fund manager Bruce Berkowitz discusses his fund’s struggles in 2011 and its bounce-back in 2012, as well as some of his favorite stocks in…
"Cliff-Sensitive" Stocks with Upside
In his latest Nasdaq.com column, Validea CEO John Reese takes a look at stocks that might be getting hit too hard by “fiscal cliff” fears. “What if we don’t go…
Large-Caps in December, Small-Caps in January
MarketWatch’s Mark Hulbert says investors should think about focusing on large-cap stocks for the rest of the year, though it has nothing to do with the fiscal cliff or the…
Herro Looks to Japan, Tech Stocks
Top fund manager David Herro is keen on Japanese stocks and technology shares as 2013 approaches. “The year has the potential of being a very good year for stocks,” Herro…
Buffett on the Market's "Casino Game"
In an interview with The New York Times, Warren Buffett recently discussed why he doesn’t like shorting stocks, and how he thinks the stock market has, for many investors, become…
Slow Growth Here To Stay, Says Grantham
GMO’s Jeremy Grantham says those waiting for the U.S. to return to the 3%+ growth rates it has averaged over the past hundred years are going to be disappointed. “The…