While many are predicting that the depth of the economy’s troubles will mean a “slow-burn” or muted recovery, James Grant writes in The Wall Street Journal that he’s expecting something…
Author: Validea
Target "Disruptive" Stocks, Oberweis Says
In his latest Forbes column, newsletter guru Jim Oberweis says that investors should own “disrupters” — firms whose new, innovative products are challenging more established companies in their industries. Some…
Top U.K. Manager High on Emerging Markets
Robin Geffen, one of the U.K.’s most successful fund managers, says that the balance of power is shifting in the global economy, and that emerging market nations offer opportunities for…
O'Shaughnessy: Rationality Making a Comeback
Last week, we highlighted James O’Shaughnessy’s take on why investors are making major asset allocation changes at just the wrong time. This week, O’Shaughnessy tells the Financial Post of Canada…
The Next Asset Bubble?
ISI Group’s Francois Trahan — Institutional Investor magazine’s top-ranked strategist — says we could be headed into a “fun phase” for the markets, but that the economic rescue plans are…
GARP, PEGS, and Peter Lynch
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 Peter Lynch-inspired P/E/Growth Investor strategy,…
Fisher Says We're Only 50% Through Rally -- at Most
Forbes columnist and money manager Kenneth Fisher says that we’re in the midst of a “V”-shaped recovery — one that will run for at least a year, meaning that we’re…
Buffett: Economy Has Leveled Off -- and I'm Buying Stocks
Warren Buffett has made several public appearances in the past day or two, including this one on CNBC in which he says that the economy has leveled out, but isn’t…
Guru Strategy Rating Changes: GE, Best Buy on the Move
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…
No Signs Market Rally Is Done, Ritholtz Says
Barry Ritholtz of Fusion IQ and The Big Picture blog — a longtime bear who presciently turned bullish in March — says the recent rally may only be two-thirds of…