When it comes to valuation metrics, Charles Schwab Chief Investment Strategist Liz Ann Sonders says beauty is in the eye of the beholder, and in recent commentary she reviews how…
Category: Gurus
Tilson Talks Valuations, Profit Margins
Top manager Whitney Tilson says the environment has become tough for value investors, but adds that he’s still finding some bargains out there. “This is not an ideal environment for…
Lynch and O'Shaughnessy Style Energy Picks
In his latest Forbes.com column, Validea CEO John Reese says his Guru Strategies are finding some big bargains among big oil companies, many of which have lagged the market in…
El-Erian: Fed Using Cyclical Medicine To Treat Structural Problem
PIMCO’s Mohamed El-Erian says central banks are continuing down a path that has an incredibly bifurcated set of outcomes. “Rather than step back and ask why (the measures have not…
Why Has Value Lagged?
The Brandes Institute has done some extensive research showing how, over the long haul, value stocks have beaten flahsier “glamour stocks”. Here, the firm’s managing director of investments, Ken Little,…
Fisher: The "Sit-On-Your-Hands" Approach
Kenneth Fisher says that if investors really want to help themselves, they should buy stocks — and wait. “What is the most common investor mistake?” Fisher asks in his latest…
The Zweig Approach: Growth Investing With A Conservative Streak
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Martin Zweig-inspired strategy, which has averaged annual…
Gabelli: "Extraordinarily Exciting Year" for Stock-Pickers
Top value investor Mario Gabelli says he is finding “great ideas” in the stock market right now. “This is going to be an extraordinarily exciting year to find stocks and…
Lynch And Buffett Form Winning Team North Of Border
Warren Buffett and Peter Lynch are two of history’s most successful investors. And in a Number Cruncher column for Canada’s Globe and Mail, John Heinzl says combining their strategies has…
The Perils of Frequent Trading
In a recent column discussing a proposal to reward shareholders who invest in stocks for longer periods of time, The Wall Street Journal’s Jason Zweig highlights some interesting data on…