This week, we bring you the Stock Screen of the week from Validea. On Validea.com, you can screen for stocks using the site’s Guru Stock Screener, which scores stocks based…
Validea’s Market Valuation Report: Large-Caps Looking Ultra-Pricey
One of the focuses of Validea’s Guru Investor Blog since its inception has been to summarize the opinions of leading market experts on the current market valuation and how that fits…
The Short Side of Activist Investing
A recent Bloomberg Gadfly piece observes that “investors who make bearish bets on stocks and then lay out their case publicly” have delivered a “performance as a whole [that] is…
Sell-in-May Effect Appears Real
Joachim Klement, a trustee of the CFA Institute Research Foundation, concludes in The Enterprising Investor that the “sell-in-May effect” (also known as the “Halloween indicator”) “seems real and persistent.” As…
Tetlock On What Makes A Good Forecaster
How often are supposedly “expert” forecasters’ predictions right? A lot less often than you might think, according to researcher Philip Tetlock. But in a recent interview on Barry Ritholtz’s Masters…
When Should You Rebalance?
Like many quantitative investors, Validea CEO John P. Reese uses a strict rebalancing approach to portfolio management. But just how often should you rebalance your portfolio? Reese says it may…
The Importance of Dividends for the Long Term Investor
Dividend producing stocks are attractive and offer investors compelling values (subscription required) according to this AAII Journal article by John Buckingham, director of research and chief portfolio manager of AFAM…
Mobius: Russian Stocks Offer Major Upside
Mark Mobius, executive chairman of Templeton Emerging Markets Group, says that the Russian stock market provides investors with a tremendous value right now. Russian stocks are down 36 percent since…
How Current and Future Expectations Influence Stock Prices
Company performance and stock price performance, or outcomes, don’t always go hand and hand. In a very good article, Morgan Housel, economics and finance columnist for The Motley Fool, points out…
Fisher: The “Fog” of Uncertainty Good for Stocks
Ken Fisher, Forbes Magazine columnist and successful investment manager, explains why the uncertainty that investors are fearful of will subside with time and why this is good for stocks. He…