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Category: Gurus

10 years ago
Taking "Short-term Lumps" for Long-Term Value in Emerging Markets

The manager of the Oakmark International Fund, David Herro, believes it is a good time to invest in emerging markets. The fund had roughly one-quarter of its portfolio in emerging…

10 years ago
Taking "Short-term Lumps" for Long-Term Value in Emerging Markets

The manager of the Oakmark International Fund, David Herro, believes it is a good time to invest in emerging markets. The fund had roughly one-quarter of its portfolio in emerging…

10 years ago
Gains Ahead? The "Halloween Indicator" and Winter Gains

Analysis of data going back to the creation of the Dow in the late 19th century by Hulbert Financial Digest suggests that the stock market performs significantly better from Halloween…

10 years ago
Gains Ahead? The "Halloween Indicator" and Winter Gains

Analysis of data going back to the creation of the Dow in the late 19th century by Hulbert Financial Digest suggests that the stock market performs significantly better from Halloween…

10 years ago
What Yogi Berra, Pete Carroll, and Fantasy Football Can Teach Us About Investing

Can watching sports and playing fantasy football make you a better investor? Definitely, says Oakmark’s Howard Marks – if you take away the right lessons. In a piece for Barron’s,…

10 years ago
Buffett Stock Picks Having a Tough Year so far in 2015

Warren Buffet’s Berkshire Hathaway has had an amazing 50-year run, with its market value per share growing 1,826,163 percent. That’s a compounded annual gain of 21.6% over that period, compared…

10 years ago
Guru Stock Screen of the Week: Lynch Approved Stocks + Low Valuations + Long-Term Earnings Growth + Dividends

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…

10 years ago
Paulsen Predicts Lower Returns and Riskier Market Ahead for U.S. Investments

James Paulsen, chief investment strategist at Wells Capital Management, suggests that low unemployment is likely to precipitate decline in U.S. stocks and bonds.  “Post-war history suggests investors should prepare for…

10 years ago
The Advantages of an Active Value Management Approach

Pzena Investment Management’s Third Quarter 2015 Community Newsletter says that “Value investing is not a simplistic factor, but rather a philosophy that requires research to outperform over the long run.”…

10 years ago
Stocks Trading Near 12-Month High May Be a Good Investment

Morningstar data shows that, at least for Canadian stocks, buying equities at or near their 12-month high may be a better investment than buying companies trading near their 12-month low. …

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Recent Original Research
May 10, 2025
Ten Top Joel Greenblatt Magic Formula Stocks
The Magic Formula, outlined in "The Little Book That Beats the Market," distills complex stock selection into a straightforward two-factor approach. This method examines Return on Capital—measuring how efficiently a company converts assets into profits—and Earnings Yield,...
May 9, 2025
Ten Top S&P 500 Stocks
The S&P 500 index encompasses over 500 companies across numerous industries—many operating profitable, sustainable businesses with strong underlying fundamentals that deserve investor attention. This market dynamic creates potential opportunities for investors willing to conduct thorough research beyond...
May 8, 2025
Ten Fundamentally Sound High Insider Ownership Stocks
When leadership maintains significant ownership in their company, they create a meaningful alignment with investors. This alignment of interests naturally motivates executives and board members to focus on building long-term shareholder value rather than chasing quarterly targets....
May 6, 2025
Ten High G Score Growth Stocks – May...
In the ever-changing landscape of financial markets, sophisticated investors seek reliable methodologies to identify genuine growth opportunities. The G-Score framework, pioneered by Professor Partha Mohanram in 2005, offers a disciplined analytical approach for evaluating growth-oriented companies, functioning...
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