In an extensive interview with GuruFocus.com, Donald Yacktman, Stephen Yacktman, and Jason Subotky of the top-performing Yacktman Funds talk about their investment strategy, and where they’re finding value right now.…
What The Risk-On, Risk-Off Trade Means for Investors
Correlations among asset classes, which soared during and after the financial crisis, have jumped again recently. It’s part of the “risk-on, risk-off” trade many have cited — when investors have…
The Neff Approach: Boring, Dull -- and Very Effective
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 John Neff-inspired strategy, which has…
Drop in Confidence Numbers Not a Reason to Worry, Says Hulbert
One of the economic data points that usually snatches headlines is the monthly consumer confidence numbers that show how optimistic or pessimistic Americans are on the economy. But in a…
Dreman: Prepare Now for Inflation
In his latest Forbes column, David Dreman says investors should be preparing now for major inflation. “Several years back I recommended not to follow the dash out of stocks into…
Bogle: Cash a "Terrible" Investment
Vanguard Founder Jack Bogle says that cash is “a terrible long-term investment”, and that trying to time the market by switching between stocks and cash is a “loser’s game”. Bogle…
Gabelli: Economy "Doing Well"; Stocks Look Good for Now
Mario Gabelli says the economy is looking good, though he’s a bit worried about rising gas prices. In a lengthy Bloomberg interview, Gabelli also talks about the controversy surrounding Warren…
Reese Looks at Top NatGas Stocks
In his latest article for Forbes.com, Validea CEO John Reese takes a look at natural gas stocks, which stand to benefit in the wake of a rise in anti-nuclear sentiment…
Yacktman: Blue Chips Still Selling Near 18-Year Lows
Even with the market up more than 90% off its 2009 lows, top fund manager Donald Yacktman says he’s still finding big values in big, blue-chip stocks. “I don’t think…
Guru Strategy Rating Changes: PBR Rising, KKR Falling
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…