In his latest article for Canada’s Globe and Mail, Validea CEO John Reese looks at some top picks in the tech sector — with one very notable and intentional omission.…
Herro: Don't Fear All European Banks
Top fund manager David Herro says the European debt crisis doesn’t mean investors should avoid European financials. In fact, he says the fear surrounding the crisis has created several bargains…
Doll Thinks Euro Debt Crisis Will Be Contained
Blackrock’s Bob Doll says he continues to believe the European debt crisis will be contained, and says the stock market’s recent troubles have made for some good buying opportunities. “There…
Mobius Turns to Africa
Templeton Asset Management’s Mark Mobius is finding a good deal of value in a place not known for great investments: Africa. Mobius tells Investors Chronicle that he’s high on telecoms,…
Shiller Worried More Housing Declines Ahead
Yale Economist Robert Shiller says the long decline in housing prices may not be over yet. “Home prices show a lot of momentum; they’re not like the stock market.…
The Lynch Strategy: Still Beating the Market Two Decades after Magellan
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 Peter Lynch-inspired strategy, which has averaged annual…
Herro: Great Time to Be a Bottom-Up Investor
While it seems that all of the investment world is fretting over Europe’s debt woes, top fund manager David Herro of Oakmark is seeing a big opportunity. “As we all…
Buffett-like Bargains North of the Border
Buy when others are fearful, Warren Buffett says, and lately, there’s been a lot of fear in markets, thanks to the resurgence of the European debt crisis. So in his…
Gross: U.S. Is "Cleanest Dirty Shirt"
PIMCO bond guru Bill Gross says that the U.S. is currently offering the best of several bad options for bond investors. “It’s what we call the cleanest dirty shirt, and…
All Downhill for U.S. Manufacturing? Not So Fast
Conventional wisdom has long held that the U.S. manufacturing sector is on the decline. But in a new research report, Kenneth Fisher’s firm offers a very different take. “The U.S.,…