Herro's Contrarian Take
Fund manager David Herro, who has produced an excellent track record over the past decade or so, says he actually welcomes the recent geo-political turmoil from an investment point of…
Doll Still Likes Energy, Cyclicals
Blackrock’s Bob Doll continues to be high on energy firms despite the surge in oil prices. “I’m still of the view you want to be overweight energy, but I think…
Guru Strategy Rating Changes: AZN, TJX 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…
Faber Likes Japanese Stocks
Marc Faber of the Gloom, Boom & Doom report says he’s high on Japanese stocks, which have been in a bear market for the past 20 years. “If I had…
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…