Why The CAPE Ratio Isn't A Silver Bullet
The “CAPE” Ratio — or Cyclically Adjusted Price/Earnings Ratio — has gained attention in recent years, and many commentators have recently pointed to the ratio as a reason that stocks…
Birinyi: It's a Legitimate Bull
While many cynics say that the stock market’s bull run will soon end, Laszlo Birinyi sees it as having quite a ways to go. “This bull market has the strongest…
Study: Lower-Risk Can Mean Higher Reward
Higher risk equals higher reward — it’s one of the tenets of modern portfolio theory. But, reports Forbes’ Daniel Fisher, a new study shows that may not, in fact, be…
Putting All Your Chips in Hot, High-Growth Areas? Think Again
In a two-part series for Canada’s Globe and Mail, Validea CEO John Reese shows how chasing hot sectors or regions can lead to big trouble for stock investors. In Part…
Grantham on Why Bubbles Matter
In the second half of his year-end letter, GMO’s Jeremy Grantham takes a look at numerous asset bubbles throughout history, warning investors to ignore bubbles at their own peril. “Responding…
Royce Sticks with Small Caps
While many well-known value investors have been saying that large-cap stocks are due to outperform, top strategist Charles Royce of Royce & Associates says he’s sticking with small-cap plays. Royce…
Guru Strategy Rating Changes: Smucker Rising, LULU 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…
Sonders, Stovall Cautiously Optimistic
Charles Schwab Chief Investment Strategist Liz Ann Sonders and Standard & Poor’s Chief Investment Strategist Sam Stovall are sounding cautiously optimistic about the economy and the stock market this year.…