While small-cap stocks have had an excellent run, top value investor Jeremy Grantham and his firm aren’t too high on the little guys going forward. GMO, Grantham’s firm, has released…
Author: Validea
Greenblatt: Market Fairly Valued, Plenty of Opportunities
Author and hedge fund guru Joel Greenblatt says he thinks the market is in the range of fair value, and says he’s finding plenty of attractive stocks right now. Greenblatt…
El-Erian Talks Deficit Reduction, Interest Rates
PIMCO’s Mohamed El-Erian says he’s more optimistic than he was a few months ago about U.S. deficit reduction, though he says it’s a complex issue that won’t be easy to…
Guru Strategy Rating Changes: LLY, DTV, GD on the Rise
Each week, we take a look at which stocks John Reese’s Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at…
Reese Searches for "Dogs" North of the Border
In his latest article for Canada’s Globe and Mail, Validea CEO John Reese takes a look at the “Dogs of the TSX”. Noting the historical success of the well-known “Dogs…
Davis' Tips for How to Identify a Market Top
How do you identify times when the stock market is nearing a top? Ned Davis of Ned Davis Research uses several metrics, and, right now, on balance, they’re indicating the…
Bond Guru: "Moment of Truth" Coming
Top bond fund manager Jeffrey Gundlach says the “the moment of truth for this year’s investments” will come at the end of June, when the Federal Reserve’s second round of…
O'Shaughnessy on How Inflation Impacts Stocks, Bonds
Given the huge growth in monetary supply that the Federal Reserve has overseen in an effort to combat the financial crisis and Great Recession, many top strategists — including Warren…
Akre Cautious, But Finding Values
Top value investor Chuck Akre says he’s remaining cautious on the stock market, though he’s finding a number of picks that he says are low-risk, high-reward options. “The US is…
Paulson Sees Weak Housing Market
John Paulson says weakness in the housing market is posing a threat to the U.S. economic recovery. “In my eyes, the major risk for the American recovery is the stagnation…