Warren Buffett and Berkshire Hathaway have more than $55 billion in cash on hand, and in his latest for Forbes.com Validea CEO John Reese looks at some companies that might…
Category: Historical Lessons
The Buffett Model: Patience and Thoroughness
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 Warren Buffett-inspired strategy, which has averaged annual…
Dreman: Don't Let The Fed Keep You Down
Contrarian guru David Dreman says the Federal Reserve has been playing a dangerous, unsuccessful game by keeping interest rates so low for so long. But he says there are ways…
O'Shaughnessy: Keep It Simple With Shareholder Yield
You don’t need complicated strategies to beat the market. That’s what James O’Shaughnessy says in a recent column discussing shareholder yield (dividend yield plus buyback yield). (more…)
Reese on Dreman's Market-Beating Contrarian Approach
In an interview with Steven Halpern for MoneyShow.com, Validea CEO John Reese recently talked about the Guru Strategy he bases on noted contrarian investor David Dreman. (more…)
Warren Pieces: Buffett, Burgers, and Buybacks
A periodic look through the archives of the greatest investor in history In Berkshire Hathaway’s 1997 Letter to Shareholders, Warren Buffett talked about why market fluctuations are good for buy-and-hold…
Siegel Still Keen On The Bull
Does the recent market turmoil mean the bull market is ending? Jeremy Siegel doesn’t think so, even if the Federal Reserve starts raising interest rates sooner than previously expected. (more…)
What Do Former World Series Hero Joe Carter And Warren Buffett Have In Common?
In his latest for Forbes.com, Validea CEO John Reese turns to an unlikely source of investment wisdom: Former Major League outfielder and World Series hero Joe Carter. (more…)
Fisher: Bet On An Un-Average Second Half
Stocks are on track for a pretty average year. But Kenneth Fisher says to expect a well above average second half. (more…)
Nygren: This Is Why Investors (Mistakenly) Think Valuations Are Dangerous
Top fund manager Bill Nygren says that valuations don’t look bad in the stock market, and in his second-quarter letter he offers a few reasons why investors are mistakenly viewing…