Romick's Three Current Portfolio Themes
FPA Crescent fund manager Steve Romick, who has a lengthy track record of beating the market, recently talked to Morningstar about his multi-asset approach to portfolio management. Romick says three…
The Changing Face of Investment Research
While the tenets of good investing remain much the same as they were decades ago, the tools that average investors can use to implement those concepts have undergone something of…
Lynch-Inspired Model Far Outpacing 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 Peter Lynch-inspired strategy, which has…
Guru Strategy Rating Changes: AT&T, Goldman, Blackrock All on 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…
Top Fund Manager's Three Keys to Evaluating a Company
Chuck Akre has produced an exceptional long-term track record as a mutual fund manager, and he recently offered some strategy tips in an interview with The Motley Fool. Akre cited…
Roundtable Guests See Challenges, Opportunities
Barron’s recently held its mid-year Roundtable report, asking several top strategists where they think the market and economy are headed. Ten investors participated; here are a few highlights: Archie MacAllaster:…
Why Following the Herd Is Like Sex and Candy for Investors
Why do investors tend to move in herds, buying when others buy and selling when others sell? According to a new study, it’s because of biology. The study, detailed by…
Mobius: China Won't Face U.S.-Style Housing Crisis
Templeton Asset Management’s Mark Mobius says that China isn’t headed for a housing crisis like the U.S. experienced, and that it and other emerging markets are better positioned than many…