Little-Known Guru Generates Big Profits
In his latest article for Canada’s Globe and Mail, Validea CEO John Reese takes a look at the Guru Strategy he bases on the writings of Joseph Piotroski, a little-known…
The Double-Barreled O'Shaughnessy Approach
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 James O’Shaughnessy-inspired strategy, which has…
Fisher on the Perils of Market Timing
In his latest Forbes column, Ken Fisher says that fund investors who try to time the market play a dangerous game. “Plenty of funds have fine long-term returns despite being…
Oberweis Likes Chip Stocks
Newsletter guru Jim Oberweis is finding a lot of value in an area of the market that was hit hard by the recent recession: semiconductor capital equipment stocks. “After a…
Two Top Newsletters Optimistic -- and Cautious
Two top-performing stock newsletters are sounding optimistic on stocks, though both are also exercising some caution, MarketWatch’s Peter Brimelow reports. One, the Cabot Market Letter, recently stated that it is…
"Smooth" Recoveries Rarely Occur, Says Dorfman
Growth in manufacturing activity and industrial production have slowed a bit recently, leading many to fear a double-dip recession is coming. But columnist and money manager John Dorfman — one…
Siegel: Fed Still Has Tools -- and Should Use Them
While many say it is out of bullets, author and Wharton Professor Jeremy Siegel says the Federal Reserve still has ammunition left to combat the sluggish economy. Siegel writes on…
Berkowitz, Renaissance Targeted BP
Top fund manager Bruce Berkowitz has been buying up beaten-down financials for several months now. In the second quarter, he also keyed on a beaten-up energy company — much-maligned BP.…