In March 2009, Barron’s began a series of articles on long term stock performance, with one of the main conclusions being that when stocks have below average returns over a…
Why Buffett Is Not The World's Best Value Investor
Warren Buffett is often called the greatest value investor in the world. But in his latest column for Forbes.com, Validea CEO John Reese takes issue with the notion. “My issue…
Winters Finding Values Up North
Top fund manager David Winters says he’s high on Canadian stocks, particularly those of oil and gas companies. Winters tells Advisor.ca that while many energy companies operate in areas where…
Is Buffett The Greatest? Study Says Yes
Warren Buffett has often been called the world’s best investor. And according to a new study, the data backs up the claim. “Looking at all U.S. stocks from 1926 to…
The Gurus Find Value In An Overlooked Industry
In a recent piece for Seeking Alpha, Validea CEO John Reese says to forget the “bubble” talk — he says values remain in the stock market, and he highlights one…
Greenblatt's Winning Formula: More Discipline than Magic
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 Joel Greenblatt-inspired strategy, which has averaged annual…
Wien On Why Stocks Can Keep Moving Higher in 2014
Top strategist Byron Wien, who has a good long-term track record but was bearish in what was a great 2013 for stocks, is sounding bullish. Wien says the Federal Reserve’s loose…
Faber: "Nothing Is Safe"
Marc Faber of the Gloom, Boom, & Doom Report says the current market conditions remind him of those that preceded the 1987 crash. “I’m afraid that nothing is safe anymore,”…
Fisher: QE Can't End Soon Enough
One of the common themes in the media regarding the stock market in recent years has been that investors are fearful of the Federal Reserve cutting back on its quantitative…
Ritholtz on the "Most Hated" Rally
Barry Ritholtz says that too many investors are underinvested in stocks, saying that the market rally has been “hated” by many. Ritholtz tells Bloomberg that pullbacks are a part of…