Hedge fund guru Joel Greenblatt says that, based on trailing free cash flow yields, stocks are trading at levels that put them in about the 95th percentile of cheapness when…
Category: Historical Lessons
Deflation Could Help Us, Trahan Says
Highly-rated strategist Francois Trahan says that “deflation” is not a dirty word, and that the Federal Reserve could help the economy by allowing deflation to stem commodity price inflation that…
J.P. Morgan Strategist: Ideal Buying Time May Be Near
J.P. Morgan U.S. equity strategist Thomas Lee says we may be near an ideal buying opportunity for stocks. According to Lee, 53% of stocks are trading for less than 12…
Ritholtz: "Austerians" Have It All Wrong
Barry Ritholtz of FusionIQ and The Big Picture blog says that the Federal Reserve has done just about all it can do it fix the economy, and that changes to…
Shiller Talks Housing, Bubbles
Yale Economist and housing guru Robert Shiller says the government still isn’t doing enough to help the housing market. Shiller, who called the bursting of both the tech stock and…
Berkowitz: For Banks, Focus on Today's Data -- Not Unfounded Future Fears
Bruce Berkowitz, who in 2010 was named one of Morningstar’s Fund Managers of the Decade but has been hit hard in the past year, says he continues to be high…
Fisher: Ignore "Chittering Chimpanzee" Pundits
Kenneth Fisher says investors’ short memories are causing them to fall prey to overblown fears about the economy and stock market, and says he thinks stocks will make some nice…
Herro: This Isn't 2008; Values Abound In Quality Stocks
Morningstar Fund Manager of the Decade David Herro says the market is littered with cheap quality stocks right now, as investors erroneously compare the current financial situation to the crisis…
Arnott on Why the Valuation Picture Is Troubling
Interest rates and inflation have a much greater role in stock market valuations than you might think, and that means the stock market is on a “very dangerous” path, according…
The Lynch Approach: GARP, PEGs, and Profits
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 Peter Lynch-inspired strategy, which has averaged annual…