One tenet of behavioral finance is the “disposition effect” — the tendency for investors to sell winners rather than losers in their portfolio. And a common reason cited for why…
Author: Validea
Investor Fears Have Rogers Sounding Bullish
Top fund manager John W. Rogers, Jr. says that the combination of lingering fear among investors and improving economic and corporate conditions are signaling a time to buy stocks. “Housing…
Gardners See Plenty of Opportunities
While a number of recent financial scandals have led many investors to grow weary of the stock market, Motley Fool co-creators Tom and David Gardner say investors shouldn’t lose faith…
Value & Momentum: The Best of Both Worlds
In his latest column for Canada’s Globe and Mail, Validea CEO John Reese looks at stocks that have both value and momentum on their side. “Don’t chase hot stocks. If…
Nygren: Volatility Isn't Risk
For years, volatility and risk have been synonymous in stock market discussions. But in recent commentary, top performing fund manager Bill Nygren says otherwise. In a piece posted on Oakmark’s…
Small, Value, Dividends: The "Triple Threat"
John Buckingham of Al Frank Asset Management says investors should focus on a “triple threat” combination: small-cap value stocks that pay good dividends. “In investing I would argue that the…
El-Erian: Risk/Reward of QE3 Getting "Less Favorable"
PIMCO’s Mohamed El-Erian says the Federal Reserve shouldn’t do anything that would disturb the bottoming of the housing market, and says the risk/reward outlook of another round of quantitative easing…
Top Strategist: Value Doesn't Matter
While many investors don’t consider a stock without looking at its price/earnings ratio or some other valuation metric, Michael Cintolo of the top-performing Cabot Market Letter says he doesn’t look…
Ritholtz: September Is "Make or Break" for Cyclical Bull
Barry Ritholtz of FusionIQ and The Big Picture blog says September will be a “make or break” month for the cyclical bull market. Ritholtz tells Bloomberg’s “Surveillance” that he is…
Hussman Talks "Extreme Strains", and Momentum Investing
Fund manager John Hussman says he sees “extreme strains” ahead that many investors are underestimating. In an excerpt from his most recent market commentary posted on Seeking Alpha, Hussman talks…