…contracts. “Risks abound, as always, in commodity investing. Despite them, Grantham advises, you should start getting in, ‘but keep a lot of dry powder,’” reports Forbes’ William Baldwin. “If there’s…
Search Results for: investing greats
The Zweig Approach: Growth Investing, With a Conservative Streak
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 Martin Zweig-inspired strategy, which has…
Bolton Remains Confident in China
…he says. One piece of broader strategic advice from Bolton involves timeframe. He says anyone investing in equities should have at least a three-year timeframe, regardless of the current environment….
Nygren Looks for Growth and Value
Value and growth investing are often looked at as polar opposites. But while discussing some of his holdings with Money Magazine, top fund manager Bill Nygren shows how both value…
Rogers Talks Moats
…key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given…
Low Expectations, High Returns
…even small improvements in business can lead to solid stock gains. Reese looks at how several of the investing greats upon whom he bases his “Guru Strategies” — including Joel…
Berkowitz on Ignoring the Crowd
…the decision to run a focused portfolio smaller than those of many other mutual funds. “At the end of the day, investing is about one person has to take the…
Greenblatt on Why Fund Managers Fail
…performance, Greenblatt says. He points to some studies that show chasing recent performance often leads to future underperformance. “Investing with the managers who have performed the best and attracted all…
Akre: Fundamental Analysis Is Critical
…key to good investing. “Fundamental analysis is the most important,” Akre said when asked whether technical analysis, due diligence, or news items were most important to him in a recent…
Five High-Quality Blue Chips for a Post-QE2 World
…undervalued forever,” he says. He looks at five such stocks that get high marks from his Guru Strategies, each of which is based on the approach of a different investing…