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9 years ago
Comparing CAPE 10 with CAPE 5 or 6 -- Market May Not be as Expensive as it Looks

Writing on ETF.com, Larry Swedroe of the BAM Alliance explains that the market looks less overvalued if one uses a period shorter than the commonly used 10-year period in applying…

9 years ago
The Only Fed Voice that Matters – Listen to Yellen

James Grant of Grant’s Interest Rate Observer recently weighed in on Federal Monetary Policy in a Bloomberg Report video. Grant believes the Fed “conceives its principal work to be suppressing…

9 years ago
Diversification & Rock Bottom Valuations In the Third Pillar

Rob Arnott and Christopher Brightman of Research Affiliates recently discussed the allocation and performance of PIMCO All Asset Fund, which goes outside mainstream investments into what they describe as the…

9 years ago
Billionaire Sam Zell Sees Recession Next Year

Billionaire real estate investor Sam Zell, who profited from selling just before the 2008 crisis and buying just after, predicts that global forces will lead to a U.S. recession next…

9 years ago
How Will Increasing Passive Investment Affect Market Efficiency?

Writing for Bloomberg View, Stony Brook professor Noah Smith asks, “As passive [investing] takes over more and more of the asset-management universe, will the market become more efficient or less?”…

9 years ago
Is The Growth/Value Pendulum Swinging?

After a lengthy period of underperformance, value stocks have started to rebound. And in a recent piece for Proactive Advisor, Validea CEO John P. Reese says they are now poised…

9 years ago
IVA's Charles de Vaulx on Global Economy, Markets, and Value Investing

Barron’s recently reprinted the transcript of value investor Charles de Vaulx’s recent conference call with financial advisors. De Vaulx is chief investment officer of International Value Advisers (IVA). The call…

9 years ago
Value Manager Tim Hartch Focuses on High Quality Businesses

Advisor Perspectives highlights the record of value investor Tim Hartch, co-manager of several Brown Brothers Harriman & Co. funds. In the published interview, Hartch explains that his BBH Core Select…

9 years ago
Guru Stock Screen of the Week: Top Rated Guru-Approved Financials

This week, we bring you the Stock Screen of the week from Validea. On Validea.com, you can screen for stocks using the site’s Guru Stock Screener, which scores stocks based…

9 years ago
Validea’s Market Valuation Report: Large-Caps Looking Ultra-Pricey

One of the focuses of Validea’s Guru Investor Blog since its inception has been to summarize the opinions of leading market experts on the current market valuation and how that fits…

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Recent Original Research
July 3, 2025
Ten Top Dividend Aristocrats
The Dividend Aristocrats represent an elite group of S&P 500 companies that have raised their dividend payments for 25 straight years or more. This exclusive club includes under 70 companies spanning multiple economic sectors. Such sustained dividend...
July 1, 2025
Big Banks Are Returning Billions—But What Do the...
Last week’s Federal Reserve stress test results brought good news for investors in large U.S. banks. According to Barron’s, major financial institutions like JPMorgan Chase, Bank of America, Morgan Stanley, and Wells Fargo cleared the Fed’s annual...
July 1, 2025
Ten Top Warren Buffett Stocks – July 2025
Warren Buffett's investment philosophy centers on a fundamental principle refined over decades: it's better to acquire exceptional businesses at fair valuations than average companies at steep discounts. He seeks enterprises with durable competitive advantages—his famous "economic moats"—that...
June 30, 2025
Top Peter Lynch Stocks – June 2025
Validea builds its investment strategy around Peter Lynch's proven methods from his tenure at Fidelity's Magellan Fund, centering on Growth at a Reasonable Price (GARP) philosophy that seeks expanding companies with sensible valuations. The approach relies heavily...
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