If you’re like most investors, you gravitate toward popular, hot stocks. But John Buckingham of Al Frank Asset Management and The Prudent Speculator newsletter says you’re better off keying on…
Category: Historical Lessons
Blending Growth And Value With The O'Shaughnessy Approach
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 James O’Shaughnessy-inspired strategy, which has averaged…
AQR Takes On "Momentum Myths"
Momentum stocks have taken a hit recently, but those who say that indicates momentum investing is not a profitable long term approach are dead wrong, say the authors of a…
Gross: Bubbles? No. Lower Returns Ahead? Yes.
PIMCO bond guru Bill Gross says the Federal Reserve is confronted with a big challenge in trying to determine a “neutral” interest rate that will accomplish all its goals —…
Why Investors Underperform Their Own Funds, And The Market
Investors may not be as dumb as one often cited study suggests, according to Jason Zweig, but their hot-stock-chasing ways still keep most from faring well over the long haul.…
Nygren: Corrections Are Normal -- Don't Panic
There’s been a lot of concern about the market’s valuation after last year’s runup and this year’s volatility, but top fund manager Bill Nygren isn’t buying it. (more…)
Fama, French, Buffett & Value
In his latest column for Forbes.com, Validea CEO John Reese looks at the implications of new research from renowned finance professors Kenneth French and Eugene Fama that turns conventional thinking…
OSAM On How To Beat The Tax Man
Often times, investors overlook a key part of portfolio management when buying and selling stocks: tax impact. But in a recent research report, quantitative investing guru James O’Shaughnessy’s firm offers…
Study: Investors Continue To Lag Market -- By A Lot
Dalbar Inc.’s latest Quantitative Analysis of Investor Behavior (QAIB) is out, and –once again– the results show that most investors continue to shoot themselves in the foot. (more…)
The Fisher Approach: The Price/Sales Ratio -- and Beyond
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 Kenneth Fisher-inspired strategy, which has…