According to a 51-page letter to investors penned by Leon Cooperman and Steve Einhorn of hedge fund Omega Advisors, “things are looking good for stock investors,” says a recent article…
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European Fund Manager Says Bonds May Rebound
The largest money manager in Europe believes that investors who have driven U.S. stock markets to record highs in anticipation of fiscal stimulus from the Trump administration “may be in…
Peter Lynch's Long-Term Game
The legendary manager of Fidelity’s Magellan fund (in the 1980s) was big on doing plenty of research before investing, writes Validea CEO John Reese in a recent issue of The…
Validea's Model Portfolios
At Validea, we’ve developed portfolios based on the investment strategies of history’s most successful stock pickers, including Peter Lynch, Warren Buffett, Benjamin Graham, Martin Zweig, Ken Fisher and Joel Greenblatt. Validea’s…
Does Passive Investing Resemble Marxism?
According to a team at Goldman Sachs, says an article in this month’s Bloomberg, the rise of passive investing has the effect of “rewarding corporate directors more equally than the…
Stop Losses are a Good Idea
While they may not enhance returns, stop losses enhance client well-being and may keep a client from selling what is otherwise a great long-term investment, writes Joachim Klement, CFA, in…
George Soros' Outlook Dim
At the World Economic Forum in Davos, Switzerland, George Soros wasn’t optimistic about the current state of affairs, according to a recent Bloomberg article. According to the article, the chairman…
Four Retail Stocks That Could Deliver
The retail industry has been under fire lately, grappling with a list of challenges including suffering sales, store closures, and an ever-increasing shift toward e-commerce. In this week’s Forbes, Validea…
Morningstar Compares Research Data to Real-World Investing
There is an abundance of research data regarding how investors can maximize returns, but it doesn’t necessarily translate into real-world results, according to a recent Morningstar article. Alex Bryan, Morningstar’s…
Market’s Valuation Could Hold Back Trump Bull
During the Trump years, it will be tougher for stocks to see the kind of gains that occurred during the Obama administration,” according to last week’s Wall Street Journal. This…