Money has been flowing out of mutual funds at an incredible rate in the past year, but three well-known fund managers see opportunity in the flight from stocks, BusinessWeek’s Tara…
Author: Validea
Looking Back at Benjamin Graham's Lectures - 1946 & 1947
Diehard value investors will appreciate the transcripts of lectures featured in “The Rediscovered Benjamin Graham: Selected Writings of the Wall Street Legend,” by Janet Lowe. Posted on John Wiley &…
Fisher: Better To Be A Little Early Than A Little Late
Ken Fisher, CEO of Fisher Investments and Forbes columnist, says “it’s better to be a little early than a little late getting back into stocks.” Fisher explains that the stock…
Buffett's "Timeless" Predictions
CNBC.com outlines eight timeless predictions by Warren Buffett on its Warren Buffett Watch blog. While CNBC labels these as predictions, we tend to think of these more like lessons that…
Looking at Berkshire's Holdings by ROE, ROA & ROI
We know that following Warren Buffett’s investments, even after they are publicly disclosed, can produce stellar long-term returns for investors. Knowing this, we decided to take 30 of Berkshire’s Q3…
O’Shaughnessy: History Tells Us Now Is The Time to Buy
Jim O’Shaughnessy, Chairman and CEO of O’Shaughnessy Asset Management, believes that equity valuations “present buying opportunities akin to 1974 and 1982.” He writes that investors need to ignore short-term volatility…
Hulbert: Current Crisis is "Textbook Illustration" of Liquidity Shock
In his regular New York Times column, Mark Hulbert looks at the stock market’s behavior since the credit crisis began and references a 2001 academic study to glean some insight…
Cash-to-Stock Market Ratio has Leuthold Group Bullish on Stocks
The amount of cash, bank deposits, and money-market funds ($8.85 trillion) is equal to 74 percent of the market value of U.S. companies, according to this Bloomberg article. The cash-to-stock…
Gross: More Gloom -- and "Enormous" Opportunities
Pimco founder Bill Gross lays out some ugly economic predictions in the latest issue of Forbes, but also offers a tip for how investors can profit from the U.S. financial…
Values Abound in Small-Caps
In this week’s Validea Hot List newsletter, John Reese says that his Guru Strategy computer models are finding an array of values among small-cap stocks, particularly among those that would…
