Earlier this month, we highlighted how Dan Sullivan, editor of The Chartist, had moved all of his model portfolios into cash. The move was notable because over the past three…
Author: Validea
For Once, Rogers Isn't Shorting
Commodity guru Jim Rogers thinks America is becoming a socialist nation and isn’t happy with Federal Reserve Chairman Ben Bernanke, but he’s also not sounding too bearish on the market.…
Bernanke on the Exit Plan
There has been much speculation on what impact the government’s massive spending and lending programs will have on the economy and stock market, with fears of significant inflation at the…
Guru Rating Changes: Google Gets a Boost, Cisco Takes a Hit
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…
13 Stocks with Big Dividends -- and the Fundamentals to Boot
Earlier this month, The Wall Street Journal had an interesting piece on the challenges — and opportunities — facing income investors. Dividend payouts have dropped dramatically since the market made…
Shorting Now Too Risky for Some Top Hedge Fund Managers
Some big-name hedge fund managers who made out shorting stocks last year now see major short positions as too risky, and are tilting their portfolios mostly — or completely —…
Zweig vs. Siegel on Long-Term Return Data
The Wall Street Journal’s Jason Zweig is taking Jeremy Siegel to task for the data Siegel uses in his Stocks for the Long Run, an often quoted resource for buy-and-hold…
Study: Young Investors Should Welcome the Bear
Given that the past decade has been one of the worst ever for stocks, a lot of young investors may be wary of getting involved in equities. Wait until things…
Rodriguez on What to Do Now -- and The Next Crisis
In a recent interview with WealthTrack’s Consuelo Mack, First Pacific Advisors’ Bob Rodriguez talks about his current market outlook and strategy, why he thinks the government is fundamentally broken, and…
Nygren's Three Reasons to Buy Stocks Now
In his recent mid-year market commentary, Oakmark Fund Portfolio Manager Bill Nygren says that he “continue[s] to believe that today’s long-term investors will increase their capital more by investing in…