Every other issue of the Validea Hot List newsletter examines one the investing greats behind John P. Reese’s computerized Guru Strategies. This latest issue looks at the James O’Shaughnessy’s research…
Category: Sector Data
Nygren Uses Oil Plunge As Bargain-Hunting Opportunity
Bill Nygren, one of the top fund managers of the past decade, says he’s been bargain-hunting in the wake of oil’s big decline. (more…)
Tech Sector's Second Acts Offering Lots Of Value
The tech sector evolves quickly, and that can turn one-time stars into afterthoughts in the blink of an eye. But Validea CEO John Reese says it’s not yet time to…
Berkowitz Still Likes Those Unloved Financials
Bruce Berkowitz’s Fairholme fund got some bad news recently after a court ruling hit Fannie Mae and Freddie Mac hard. But over the long term, Berkowitz’s track record is impeccable,…
Five Guru-Inspired Transportation Picks
In his latest piece for Forbes.com, Validea CEO John Reese takes a look at some of the top stocks in the transportation sector. (more…)
Finding Dividends In An Unexpected Place
Looking for strong dividend stocks? Some top fund managers are finding them in an unlikely place: the tech sector. (more…)
Consider Making Staples A Staple Of Your Portfolio
Consumer staples have been struggling recently, but Validea CEO John Reese says that’s no reason for long term investors to avoid them. “In his most recent edition of What Works on…
Holiday Shopping With The Gurus
Many investors have been bearish on retail-related stocks, particularly after a mediocre start to the holiday shopping season. But Validea CEO John Reese says not to ignore what he thinks…
Sonders Still Bullish, But Wouldn't Mind a Pullback
Charles Schwab Chief Investment Strategist Liz Ann Sonders thinks we are still in the middle of a secular bull market that began in 2009. Sonders tells FOX Business Network that…
Sonders & Schwab: U.S. Competitive Position Strengthening
While America’s budget standoff is creating some short-term economic fears, Charles Schwab Chief Investment Strategist Liz Ann Sonders and her colleagues think the long-term prospects for the U.S. economy…