Fisher: Focus on Present Opportunities, Not Fears of the Past
Kenneth Fisher says investors continue to be fixated on the problems of the recent past, which is preventing them from seeing opportunities in the present. “Generally, one thing I’ve learned…
Top Manager Looks for Graham-Like Stocks
John D. Spears’ Tweedy Browne Global Value fund is in the top 1% of funds in its class based on 15-year returns, according to Morningstar, and Barron’s recently offered a…
Is It Different This Time?
In his latest article for Canada’s Globe and Mail, Validea CEO John Reese says that the current U.S. recovery — while much-maligned in the media — isn’t all that different…
Arnott Still Focused on Inflation, Not Deflation
While many investors and commentators have raised fears of deflation recently, Rob Arnott of PIMCO and Research Affiliates still has his eye on potential inflation — and the opportunities it…
Study: Biases -- Not Risk -- Are Behind Value's Outperformance
A new study shows that value investors who remain patient and rational tend to make out better in the market than those who buy up flashier stocks. According to Canada’s…
The Piotroski Strategy: How an Accountant Beats the Market
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 Joseph Piotroski-inspired strategy, which has…
After 20 Years of Beating Market, Danoff Talks Strategy
The Boston Globe has a feature today about Fidelity Contrafund manager William Danoff, who has compiled one of the best long-term track records in history and today reaches the 20-year…
Guru Strategy Rating Changes: Latin American Stocks 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…