When Warren Buffett purchased his first shares of GEICO back in 1951, there were no funny commercials or talking lizard mascots to entice him. It was Buffett’s limitless curiosity about…
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Underperforming Canadian Stocks with Solid Potential
As major benchmarks continue their “seemingly unstoppable march upward,” writes Validea CEO John Reese in a recent article for The Globe and Mail, “it’s hard for investors to avoid being…
Max Drawdown a Good Indicator of Fund Volatility
When evaluating an equity fund’s volatility, more attention should be paid to “max drawdown”—the maximum decline a fund has experienced from peak to trough over a given period—than to standard…
Politics Shouldn't Impact Investing Decisions
“In a period of otherwise extended market calm, ” says a New York Times article published in May, “geopolitics have been driving periodic bouts of volatility.” Citing such events as…
Smart Beta Investing May Not Be So Smart
A new study has raised questions as to whether smart beta mutual funds, which are on course to reach $1 trillion in assets by the end of 2017, are as…
Behavioral Finance is Alive and Well
An article in last month’s MorningstarAdvisor provides a “brief tour through the history of behavioral finance” and offers some insights as to what might lie ahead. “Behavioral finance as a…
Stocks that Could Appeal to the Value Investor
In a recent article for The Globe and Mail, Validea CEO John Reese discusses the hefty divergence between growth and value stock performance so far this year and offers insights…
Gundlach: Bond Market Trouble Ahead
DoubleLine Capital CEO Jeffrey Gundlach believes the recent bond sell-off is a “sign of more pain to come for Treasury bulls,” according to a Bloomberg article from earlier this month.…
Study Reveals New Predictive Factors for Stock Performance
A recent study by finance professors at the University of Missouri and Renmin University of China set out to analyze the predictive power of more than 18,000 factors with respect…
Ben Graham-Inspired Value Stock Picks
While recent attention has been directed toward growth stocks (primarily FANG), the temptation to abandon a value strategy is “exactly the type of thinking that trips up investors,” writes Validea…