Over the past few years, investors have poured into low-yielding Treasury bonds, perceiving them as the safest place to be during the global economic tumult. But, according to Warren Buffett,…
Author: Validea
Fisher: 2012 "To Be As Rewarding As 2011 Was Frustrating"
Kenneth Fisher, who correctly said 2011 would be a flattish year for the market with lots of volatility, sees a much better scenario developing in 2012. “Optimists are scarce, and…
Index Battle: S&P 500 vs ... S&P 500?
Investors have been waiting for more than four years now for the S&P 500 to eclipse its October 2007 high. But, according to SmartMoney’s Jack Hough, the index has already…
El-Erian Talks Jobs, Economy, Greece
PIMCO’s Mohamed El-Erian says it’s “too early to declare victory”, despite the strong recent jobs numbers. El-Erian does tell CNBC that the numbers are very encouraging, but adds that it…
Yacktman: Stocks Still Remarkably Attractive
Top fund manager Donald Yacktman says that he can’t remember another time in his 40-plus-year career when he has “seen so many high-quality, profitable businesses selling at prices relative to…
Sonders Sees Employment Gains Continuing
Charles Schwab Chief Investment Strategist Liz Ann Sonders says the recent unemployment data was “pretty close to great”, and sees job growth continuing to be strong in the coming months.…
Top U.K. Managers Look to U.S.
Some top U.K. fund managers are upping their allocations to U.S. stocks, seeing the American market as offering more safety than some cheaper-looking markets in other parts of the world.…
The Year-End Guru Report: Growth and Momentum Trump Value -- For Now
While 2011 was a tough year for the broader market and value-focused strategies, some growth and momentum approaches fared quite well, according to a new report from Validea.com and John…
Berkowitz Undeterred
Bruce Berkowitz, who was one of Morningstar’s Fund Managers of the Decade in the 2000s but saw his flagship portfolio hit very hard in 2011, is sticking to his guns.…
The Little-Known Guru Who Beats The Market
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 Joseph Piotroski-inspired strategy, which has averaged annual…