Whitney Tilson, one of the few who saw the housing crash coming, says the housing market now stands “on a precipice”, and says he’s shorting homebuilders. Tilson says it’s unclear…
Author: Validea
Reese on Wall Street's Most Unheralded Guru
In the latest issue of Forbes Magazine, Validea CEO John Reese takes a look at one of investing history’s most unassuming stock market gurus, Joseph Piotroski. Piotroski, Reese writes, isn’t…
A Better Metric than P/E or P/B?
The stock investing world is filled with well-known valuation metrics — the price/earnings ratio, price/book ratio, free cash flow yield, price/sales ratio, and numerous other variables have been used by…
Doll Still Believes in the Bull Run
Blackrock’s Bob Doll says that the current downturn is a correction, not an end to the cyclical bull market that he thinks will eventually resume. Doll tells Bloomberg that it…
Hulbert: Bearish Sentiment May Be a Bullish Signal
Hulbert Financial Digest’s Mark Hulbert says he’s seeing extreme pessimism among newsletter editors he tracks — and that may bode well for the market. ”I’ve seen perhaps one of the…
Hussman: These Dips Don't Offer Much Opportunity
Despite the market’s recent struggles, John Hussman — whose funds have some solid long-term track records — isn’t seeing a great opportunity to “buy on the dip”. “My impression is…
Mobius: Emerging Markets Offer Less Risk than Developed Markets
Templeton Asset Management’s Mark Mobius says emerging markets are offering less risk and better returns than other more developed markets. Mobius tells Bloomberg that many emerging markets have lower debt…
Berkowitz, Paulson Upped Stakes in Several Financials in Q1
While Warren Buffett trimmed some of his financial stock holdings in the first quarter, two other top strategists — hedge fund guru John Paulson and Morningstar fund manager of the…
Guru Strategy Rating Changes: Sanofi, Goldman on 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…
Grantham Bullish on Timber -- and Little Else
Jeremy Grantham has been sounding bearish lately, but at least one type of investment is piquing his interest: timber. Crain’s New York Business reports that Grantham, speaking at the CFA…