The Financial Times recently interviewed several top strategists about the viability of “buy-and-hold” investing, and found that some are espousing more of a “buy-cheap-and-hold” approach. “In a challenge to the…
Author: Validea
Why Jeremy Grantham Is Bored with this Market
Just a few months after he said that equities were undervalued for the first time in two decades, Jeremy Grantham now says the broader market is again overvalued — though…
Pabrai on Buffett, and the Current Market
Fund manager and author Mohnish Pabrai — a Warren Buffett disciple who a couple years ago paid $650,000 in a charity auction for the right to have lunch with “The…
Dreman Strategy Making Big Comeback
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This week’s issue looks at the David Dreman-inspired Contrarian Investor strategy,…
Bouncing Back Strong, Miller Now High on Tech, Financials
Bill Miller — who beat the market for a remarkable 15 straight years before struggling the last three — is bouncing back strong this year, with his Legg Mason Value…
Top Timing Newsletter Back in Buy Mode
Earlier this month, we highlighted how Dan Sullivan, editor of The Chartist, had moved all of his model portfolios into cash. The move was notable because over the past three…
For Once, Rogers Isn't Shorting
Commodity guru Jim Rogers thinks America is becoming a socialist nation and isn’t happy with Federal Reserve Chairman Ben Bernanke, but he’s also not sounding too bearish on the market.…
Bernanke on the Exit Plan
There has been much speculation on what impact the government’s massive spending and lending programs will have on the economy and stock market, with fears of significant inflation at the…
Guru Rating Changes: Google Gets a Boost, Cisco Takes a Hit
Each week, I take a look at which stocks my Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some…
13 Stocks with Big Dividends -- and the Fundamentals to Boot
Earlier this month, The Wall Street Journal had an interesting piece on the challenges — and opportunities — facing income investors. Dividend payouts have dropped dramatically since the market made…