Siegel: Libya Problems Won't Quash Recovery
Wharton Professor and Stocks for the Long Run author Jeremy Siegel says the turmoil in the Middle East isn’t likely to be a big disruption for world growth. “The bottom…
Gross on Unemployment, Inflation
PIMCO’s Bill Gross says he sees the beginnings of a rebound in “animal spirits” in the U.S., with loan activity starting to increase. But he tells Bloomberg that the trend…
Ken Fisher's PSR Stock Selection Strategy
The following is excerpted from the Validea Hot List newsletter published on March 4, 2011. For decades, the price-to-earnings ratio has been the most widely used valuation measure for stock…
Top 10 'Magic Formula' Canadian Stocks
John Heinzl, columnist for Canada’s Globe & Mail, highlights Validea Canada’s Magic Formula strategy based on bestselling author and hedge fund manager, Joel Greenblatt. The Magic Formula looks at two…
Piotroski Looks at the Value/Glamour Effect
Joseph Piotroski, the little-known guru who authored an influential paper on how accounting-based financial analysis can lead to big stock market returns, has written a new paper looking at why…
Reese: Defensive Stocks for Jittery Investors
The recent upheaval in the Middle East has sent many U.S. investors running for the door. But in his latest article for Nasdaq.com, Validea CEO John Reese cautions against such…
Siegel: Bull Has More Room to Run
Wharton professor and author Jeremy Siegel says he thinks we’re in the midst of what will be a small correction, but says the bull run has “some distance to go”.…
Opportunity in Japan?
Top value manager Charles de Vaulx continues to see opportunity in one of the world’s most unloved markets: Japan. “Japan is by far one of the cheapest markets in the…