David Herro, whose Oakmark International I fund has beaten 99% of its peers over the past 10 years and 98% of its peers over the past year, says the recent…
Author: Validea
Dreman: Large-Cap Value Still a Good Place to Be
Add another top strategist to the list of those targeting large-cap stocks. In his latest Forbes article, contrarian guru David Dreman says large-caps have been lagging their smaller peers for…
Rogers: This is the Long Overdue Correction
Commodities guru Jim Rogers says the market’s recent stumble is part of an overdue but normal correction. “It’s time for a sell-off, and we’re having it,” he tells Bloomberg. He…
Reese and the Gurus Finding Value in Large-Caps
In his latest column for NASDAQ.com, Validea CEO John Reese takes a look at some of the best large-cap stocks in the market. Noting that several top managers — including…
El-Erian on How the Greece Crisis Helps -- and Hurts -- the U.S.
In an interview with CNBC, PIMCO CEO Mohamed El-Erian says the Greek debt contagion will cause investors will divert a good deal of money away from Europe and into the…
Data Points to 8%-9% Yearly Stock Returns in Next Decade, Economist Says
While some are proposing that we’ll see a “new normal” in stock returns going forward, economist Richard DeKaser says investors can expect 8% to 9% annualized returns over the next…
Leuthold Dumping Bonds, Keying on Dividend Stocks
Steven Leuthold, the longtime bear who made a successful bullish call back in the winter of 2008/2009, is cutting back on junk bonds that have offered big returns over the…
ECRI Chief: "Double-Dippers" Will Be Wrong -- Again
The Economic Cycle Research Institute (ECRI) has a great track record of calling the beginnings and ends of recessions and expansions. And now, its leading indicators are signaling that, while…
Getting Contrarian with the Dreman Strategy
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 David Dreman-inspired contrarian strategy, which…
Buffett: "Real Strength" in Economy
In an interview on CNBC’s Squawk Box, Warren Buffett says he’s seen “real strength” in the economy over the past couple months. “The economy has picked up, I think, a…