One of the many impacts of last year’s market meltdown was the huge shakeup to stocks’ style box classifications. With most stocks losing a quarter to half of their value…
Author: Validea
Forester Trims Back, But Optimistic on Q3 Earnings
Tom Forester, whose Forester Value Fund was the lone diversified stock fund to make money in 2008, is taking profits on some of his 2009 winners, but thinks third-quarter earnings…
Mobius on "Frontier" Markets
Mark Mobius, manager of Templeton Emerging Markets Investment Trust says that emerging markets have a lot of room left to run, and that “frontier markets” — those in the very…
Doll: "New Normal" Could Look Like an Older Normal
In an interview with MarketWatch’s Chuck Jaffe, Blackrock Global Chief Investment Officer of Equities Bob Doll gives his take on what to expect from the economy and the markets as…
Guru Strategy Rating Changes: Google Falls, UTX Rises
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…
Faber: Big Trouble Coming for U.S., but Buy Stocks Now
Marc Faber of the Gloom, Boom & Doom Report says that the U.S. is headed for major trouble in the long term because of the impending implosion of the dollar…
Bad Recession, 'Zippy' Recovery? History Says 'Yes'
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…
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…