In his latest article for Forbes.com, Validea CEO John Reese says the high levels of fear in the market are creating a variety of opportunities around the globe for disciplined value investors.
“A double-dip recession, tax hikes, a U.S. budget crisis, a European debt contagion — these are just a few of the fears now dogging investors, many of whom are still reeling from the 2008 financial crisis and market crash,” writes Reese. “But for good value investors — strategists like Warren Buffett, Benjamin Graham, and other greats upon whom I base my Guru Strategies — times of fear are also times of opportunity. And right now, thanks in part to overblown fears of oncoming disaster, my models are finding opportunities in U.S.-traded shares of companies from all around the globe.”
Reese takes a look at three Guru Strategy-approved picks, one each from China, India, and Europe. To read the full article, click here.