In his latest article for Canada’s Globe and Mail, Validea CEO John Reese says that the current U.S. recovery — while much-maligned in the media — isn’t all that different…
Author: Validea
Arnott Still Focused on Inflation, Not Deflation
While many investors and commentators have raised fears of deflation recently, Rob Arnott of PIMCO and Research Affiliates still has his eye on potential inflation — and the opportunities it…
Study: Biases -- Not Risk -- Are Behind Value's Outperformance
A new study shows that value investors who remain patient and rational tend to make out better in the market than those who buy up flashier stocks. According to Canada’s…
The Piotroski Strategy: How an Accountant 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…
After 20 Years of Beating Market, Danoff Talks Strategy
The Boston Globe has a feature today about Fidelity Contrafund manager William Danoff, who has compiled one of the best long-term track records in history and today reaches the 20-year…
Guru Strategy Rating Changes: Latin American Stocks on the Move
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…
Faber Likes Agriculture, Sees Trading Range
Marc Faber of the Gloom, Boom & Doom Report says he thinks global equities may be in a trading range in which stocks fall in October and November, before rising…
Buffett: No Double-Dip; Banks Ready to Up Lending
Warren Buffett says the U.S. economy will not slip into a “double-dip” recession. “I am a huge bull on this country,” Buffett told the Montana Economic Development Summit on Monday,…
Where Greenblatt Is Finding Value
Author and hedge fund guru Joel Greenblatt recently discussed his “Magic Formula” approach to investing on CNBC. Greenblatt talks about how his formula works because, ironically, it doesn’t always work,…
Top U.K. Manager Finding Value
Neil Woodford, one of the U.K.’s top fund managers, recently offered some of his tips on how to manage risk and find value in the market. Writing for London’s Telegraph,…