In his latest column for Canada’s Globe and Mail, Validea CEO John Reese looks at companies with high free cash flow yields. “Cash: It’s the lifeblood of any business,” Reese…
Why Bad News Can Be Good News
Many investors run from a stock when it makes short-term negative headlines. But in this recent interview with Bloomberg about News Corp., one of his biggest holdings, top fund manager…
Guru Strategy Rating Changes: Oracle on The Move
Each week, we take a look at which stocks John Reese’s Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some of…
Forester Sees a Return to High Quality
Top value fund manager Tom Forester says the market has begun shifting away from junk-type stocks and back toward quality, and he thinks the end of the Federal Reserve’s quantitative…
Ritholtz: Markets Don't Care about Deficits
Barry Ritholtz of FusionIQ and The Big Picture blog says that markets don’t “really care at all about deficits”, something that is a “great misunderstanding”. Ritholtz tells Bloomberg that while…
Don't Forget The Dividends -- And Inflation
Investors may spend a lot of time fretting over whether their portfolios are going up or down. But, despite all of the advances in stock market data availability, many may…
Sonders on "The Story No One Is Telling"
Charles Schwab Chief Investment Strategist Liz Ann Sonders says that many investors are allowing macroeconomic concerns to overshadow positive microeconomic news — and she says the macro picture is actually…
Greenblatt on the Dangers of Short-Term Thinking
In the latest episode of Forbes‘ Intelligent Investing, Joel Greenblatt gives a wide-ranging interview on the market and investment strategy. In this clip, Greenblatt talks about how the institutionalization of…
Buffett "Would Bet Very Heavily Against" a Double-Dip
Warren Buffett says he sees “nothing that indicates any kind of a double-dip” recession is coming, and that he’s seeing improvement and hiring gains in the vast majority of Berkshire…
Don't Succumb to "Morphing Fears", Fisher Warns
Kenneth Fisher says investors are letting their past fears get in the way of their present investing, falling prey to the “morphing fear phenomenon”. “In any bear market something frightens…