The debt problems in Europe and other nations are leading many governments to implement major initiatives to scale back their deficits. But two top financial minds say that stricter budgetary…
Category: Historical Lessons
Siegel: Don't Forget the Dividend
While flashy technology stocks tend to get a lot of attention, author and Wharton professor Jeremy Siegel says investors should focus on a less-glamorous — but more rewarding — area…
The Neff Approach: Low P/Es and Strong Yields Make for Big 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 John Neff-inspired strategy, which has…
Hussman: More Trouble Ahead
Top fund manager John Hussman is seeing more trouble on the horizon for stocks. Hussman tells Bloomberg that there has been “strong deterioration” in market internals, and that such deterioration…
Reese on Wall Street's Most Unheralded Guru
In the latest issue of Forbes Magazine, Validea CEO John Reese takes a look at one of investing history’s most unassuming stock market gurus, Joseph Piotroski. Piotroski, Reese writes, isn’t…
A Better Metric than P/E or P/B?
The stock investing world is filled with well-known valuation metrics — the price/earnings ratio, price/book ratio, free cash flow yield, price/sales ratio, and numerous other variables have been used by…
Winters: Short-Term Thinking Not the Way to Get Rich
David Winters, whose Wintergreen fund has significantly outpaced the market this year and over the past 1- and 3-year periods, offers his thoughts on the markets and investment strategy in…
O'Shaughnessy: Want Income? Look at Stocks, Not Bonds
Conventional wisdom is that investors looking for income (as opposed to capital gains) should focus on bonds. But in his latest market commentary on his firm’s web site, James O’Shaughnessy…
Zweig: Time to Sit Tight -- or Tip-Toe into Euro Stocks
While Europe is getting a lot of attention for its debt problems, Wall Street Journal columnist Jason Zweig says the U.S. may be in worse financial condition than many of…
Sonders Not Panicking
Liz Ann Sonders, chief investment strategist at Charles Schwab, says the Greek debt crisis is much different in nature than the subprime mortgage crisis that pummeled U.S. markets in 2008,…