Top fund manager Donald Yacktman is continuing to focus on high-quality stocks, instead of the lower-quality issues that led the market’s big rally last year. “It’s been a shift away…
Author: Validea
Gross Sees Stocks Beating Bonds in Near Term
PIMCO’s Bill Gross is known as the “bond king”, but he tells CNBC that he expects stocks will fare better than bonds in the next few months. “I think stocks,”…
Miller High on Healthcare, Tech, Financials
Bill Miller, whose Legg Mason Capital Management Value Trust is continuing its strong rebound this year, says the new healthcare legislation will mean good times ahead for attractively priced stocks…
Biggs: It's Never Different
While some say we’ve entered an economic and investing world in which things are “different this time”, hedge fund guru Barton Biggs tells Bloomberg that “the world is never different”,…
Guru Strategy Rating Changes: Commodity, Financial Stocks 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…
Consumers Show Resilience, and the Gurus Reap the Benefits
Throughout the Great Recession and the ensuing turnaround that began in mid-2009, many analysts and pundits have said not to expect the economy to get much help from the U.S.…
What to Expect in a Bull's Second Year
With the bull market having recently hit its one-year anniversary, MarketWatch’s Jonathan Burton says investors might want to look to history for clues about what to expect in what will,…
How to Buy Like Buffett & The Gurus
In a new piece for Barron’s, Mike Hogan details how investors can learn to invest like Warren Buffett, Benjamin Graham, and other investing greats through Validea.com’s guru-based research system. “If…
The 10-Year P/E & Portfolio Strategy
In a recent piece for Advisor Perspectives, Keith C. Goddard, CFA, presents some intriguing data on how investors might use the 10-year “Shiller” P/E ratio to adjust their exposure to…
Tilson & Heins on How the Mighty Fall
At the heart of good stocks are good companies, and in their latest Kiplinger’s column Whitney Tilson and John Heins offer their perspective on what causes some companies to falter.…