Warren Buffett’s first investment foray into the insurance industry occurred with his purchase of National Indemnity Company in 1967, and his relationship with the sector has grown in spades over…
Channeling Buffett and Lynch for Top Stock Ideas
Successful long-term investing is less about finding the next big thing and more about finding well-run businesses with reliable returns and buying those stocks without overpaying, according to a recent…
Hulbert: A Balanced Portfolio is the Better Choice
An all-equity portfolio “barely produces better returns than a mix of stocks and bonds,” writes Mark Hulbert in last week’s MarketWatch. This isn’t a prophecy of an imminent bear market,…
Pricing Powered Picks from Buffettology-based Model
Even though inflation has been nearly non-existent, it’s important for investors to understand the potential impact it could have on an equity portfolio. In a recent article for TheStreet, Validea…
"Presidential Cycle" Stunted by the Fed says Grantham
The phenomenon of robust stock market gains during the third year of a president’s term—coined the “presidential cycle” by fund manager Jeremy Grantham—may have been “killed off” by the Fed,…
Fundamental analysis, model portfolios and stock screens based Buffett, Graham, Lynch and other Wall Street Legends. Check out the videos.
In these videos, Validea founder and CEO, John Reese, walks you though the research and tools available on Validea.com. On Validea, you can see how over 6,000 stocks stack up based on…
Fidelity's Contrafund: One Manager's Mission
Will Danoff, the manager of Fidelity’s $108 billion Contrafund– the biggest actively managed stock or bond mutual fund run by a single person—believes that “humans have fundamental investing advantages that…
Growth and Performance in Emerging Markets
Although it seems counterintuitive, evidence suggests that there is a negative correlation between economic growth (GDP) in emerging markets and stock market performance, says a recent Morningstar article. Alex Bryan,…
Markets Moving in Tandem is Unusual
Major markets are moving together more than usual which, given this period of high valuations, is raising concerns that even a slight pullback could cause significant, negative repercussions, according to…
Rekenthaler Report: It's Hard to Be Like Buffett
While every fund manager yearns for Buffett results, “most don’t mimic his investment approach” writes Morningstar’s John Rekenthaler in his September report. Concentrated, low-turnover portfolios are “not for everybody,” he…