Reese On The "Brady Bunch Market"
In his latest column for MSN’s Top Stocks, Validea CEO John Reese says there is a “Brady Bunch” dynamic developing among value stocks. “If you’re a fan of the classic…
Buffett Making Moves
Warren Buffett’s Berkshire Hathaway has made a couple moves this week, acquiring a large power company and a small daily newspaper. Berkshire subsidiary MidAmerican Energy is buying the power company,…
The Graham-Based Strategy: 300%+ Returns Since '03
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 Benjamin Graham-inspired strategy, which has averaged annual…
Sonders On How The Market Keeps Rising
Charles Schwab Chief Investment Strategist Liz Ann Sonders says that “traditional supports” remain in place to back the stock market’s recent gains, and also notes that some non-traditional supports are…
Herro: EMs Too Pricey
Top fund manager David Herro, who benefited from emerging market stocks in the 2000s, is now finding little opportunity among them. “It all has to do with price,” Herro tells Bloomberg.…
To Buffett, Growth Is Value
In the latest issue of Forbes magazine, Validea CEO John Reese says that good investors — including Warren Buffett — don’t get fooled into playing the “growth vs. value” game.…
Dalio: Cash and Bonds "Terrible" Plays Right Now
Hedge fund guru Ray Dalio says cash and bonds are both “terrible” investments right now. Dalio tells CNBC that with interest rates kept artificially low by the Federal Reserve, investors…
Why Value Investing Is More Relevant Than Ever
Value stocks have collectively lagged growth stocks by a decent margin over the past five years, leading many to question whether value approaches still work. In a piece written for…