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 Benjamin Graham-inspired strategy, which has averaged annual…
Author: Validea
Yacktman: Big Blue Chips As Cheap As He's Ever Seen
Top fund manager Donald Yacktman says that in his 40-plus-year investment career, he has “never seen so many large, profitable businesses selling on a relative basis to other things as…
Cohen: Stop Obsessing Over Short-Term Swings
Longtime fund manager Hersh Cohen says investors are far too myopic, and allow short-term market swings to drive decision-making in ways that often lead to underperformance. Cohen also tells WealthTrack’s Consuelo…
The Gurus Take a Ride On A Comeback Industry
In a recent article for Real Money, Validea CEO John Reese takes a look at a couple intriguing stocks in the long-maligned auto industry. “On its knees in 2008 and…
Doll: U.S. Economy "Doing Just Fine, Thank You"
Blackrock’s Bob Doll says the U.S. economy “is doing just fine, thank you”, and expects to see second-half growth come in around 2%. Doll also tells Bloomberg that he expects to…
Herro: "Real" Economy Doing Well
Oakmark’s David Herro — who last year was named one of Morningstar’s Fund Managers of the Decade — says that European debt fears and dire predictions about the global economy…
Top Fund Managers Looking to Bounce Back
Many fund managers with strong long-term track records have been hit hard during the market’s late summer/early fall tumble. But, according to Barron’s, that makes several of those funds attractive…
Arnott on The Simple, "Uncomfortable" Truisms
Rob Arnott of PIMCO and Research Affiliates says that he expects developed world growth to significantly lag emerging market growth in the coming years — and says investors should take…
Muhlenkamp: Cautious, But Sees Big Rewards on Horizon
Top value investor Ron Muhlenkamp says he’s holding more cash than he normally would in a recovery, because of concerns about European debt, the U.S.’s balance sheet, and China’s tightening.…
Tilson: Economy Hanging In; Market Cheap as It's Been Since '09 Bottom
Whitney Tilson, who has an exceptional long-term track record but has struggled of late, says several economic indicators — including Warren Buffett — are leading him to believe that the…