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Category: Gurus

16 years ago
The Two-Pronged O'Shaughnessy Attack

In every other issue of my investment newsletter, The Validea Hot List, I look in detail at one of the computerized guru models I run on Validea.com. In this week’s…

16 years ago
Glassman: Choose History Over Hunches

In his latest Kiplinger’s column, former Under Secretary of State James K. Glassman says that — in spite of all of the troubling developments that have hit the economy and…

16 years ago
Oberweis on the Bullish Turn, Small Caps and ... Han Solo?

Newsletter guru and money manager Jim Oberweis writes for Forbes.com that, although the economy will continue to struggle, he’s bullish — and that profitable growth stocks will be “ideally positioned”…

16 years ago
Dreman: Yes, It's a Depression -- So Buy

One of the investing world’s pre-eminent contrarians, David Dreman, writes in Forbes that the U.S. is indeed in a depression — not a recession — but says it’s also a…

16 years ago
Farrell Calls a Bottom (and Rips "Dr. Doom")

In his latest MarketWatch column, Paul Farrell takes Nouriel “Dr. Doom” Roubini to task — and gives six reasons why he thinks the stock market has bottomed. Roubini, the New…

16 years ago
Whitman Finding Bargains through Graham & Dodd, with a Twist

The Financial Post of Canada takes an interesting look today at the Benjamin-Graham-esque approach that longtime market-beater Marty Whitman uses to pick value stocks. According to The Post’s Levi Folk,…

16 years ago
Gross: Investing "Revolution" Is On

In his April market commentary on PIMCO’s web site, bond guru Bill Gross says that we’ve entered a new world of economics and investing, one in which “there should be…

16 years ago
Stocks for The Long Run -- Riskier than Stocks for The Short Run?

In his latest column for The New York Times, Mark Hulbert highlights an interesting new study that examines the concept of long-term risk in the stock market. The study, performed…

16 years ago
Tilson Turns Bullish on a Few Financials

Whitney Tilson, whose calls about the housing bust, financial crisis, and huge government bailout have proved prescient over the past year, tells CNBC that after making a bundle shorting financial…

16 years ago
Top Timing Newsletter Turning Bullish

The Cabot Market Letter — one of the top-performing newsletters of the past decade — is moving back into stocks, seeing the odds as “increasingly good” that the market has…

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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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