The Lynch Approach: Growth, at a Reasonable Price

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 averaged annual returns of 6.6% since its July 2003 inception vs. 4.1% for the S&P 500 (through Jan. 3). Below is an excerpt from the newsletter, along with several top-scoring stock ideas from the Lynch-based investment strategy. Taken from the January 4, 2013 issue of The Validea… Read More

Large-Caps Lynch and O’Shaughnessy Might Like

In his latest RealMoney column, Validea CEO John Reese looks at a trio of large-cap stocks that look attractive as 2012 winds down. “Year to date, we’ve seen a robust 13% rise in the large-cap index S&P 500,” Reese writes. “I am not a soothsayer, and I do not profess to know how well large-caps will do in the coming year, but at this point I see no signs of a slowdown anytime soon.” Reese… Read More

Lynch & Buffett Strategies Winning North of the Border

This year hasn’t been a great one for Canadian stocks, but Peter Lynch and Warren Buffett have been having quite a bit of success north of the border — at least, their strategies have. In his Number Cruncher column, John Heinzl of Canada’s Globe and Mail has been tracking a 9-stock portfolio of stocks that got high marks from Validea Canada CEO John Reese’s Buffett- and Lynch-based models, and the result has been some strong… Read More

The Benefits of Turnaround Firms

If you are looking for places to invest as the current bull market ages, try turnaround stocks, says The Wall Street Journal’s Jack Hough. Hough says that several turnaround firms — those that have had big problems and are now trading on the cheap — have had big years in 2012. Among them are several homebuilders, as well as Gap and Sprint Nextel. Hough says that turnarounds are attractive not only because they can produce… Read More

Fisher: Don’t Just Buy What You Know

In his latest Forbes column, Kenneth Fisher says that investors should not, as Peter Lynch once advised, “buy what you know”. Lynch said that investors could get a leg up on Wall Street by paying attention to what products they liked; if a company made a product they thought was a good one, they could use it as a jumping-off point to learn more about the firm and its investment prospects. But Fisher disagrees. “Buying… Read More

The Lynch Strategy: Still Beating the Market Two Decades after Magellan

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 averaged annual returns of 5.3% since its July 2003 inception vs. 3.1% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from the Lynch-based investment strategy. Taken from the May 25, 2012 issue of The Validea Hot List Guru… Read More

How to Learn from History’s Best Investors

In an interview with Wall Street Week’s Al Berkeley, Validea CEO and author of The Guru Investor John Reese discusses his guru-based investment approach. Reese also discusses some of the stocks that his Peter Lynch- and Warren Buffett-inspired strategies are high on right now (part 2 available to subscribers only). Among the picks: General Dynamics and Fastenal.

Lynch & Buffett: A Dynamic Duo?

Legendary investors Peter Lynch and Warren Buffett have each posted exceptional returns on their own, so what would happen if they teamed up to pick stocks? In a “Number Cruncher” column for Canada’s Globe and Mail, John Heinzl uses Validea Canada’s guru-based screeners to try to answer that question. In January, Globe and Mail put together a nine-stock portfolio of Canadian stocks that passed both Validea Canada’s Lynch- and Buffett-inspired strategies. And while it’s still… Read More

The Two-Headed Guru Portfolio

What stocks would two of history’s greatest investors — Warren Buffett and Peter Lynch — buy today if they teamed up to build a portfolio? In a “Number Cruncher” column for Canada’s Globe and Mail, John Heinzl attempts to answer that question by using Validea Canada’s Buffett- and Lynch-inspired stock screeners. “Warren Buffett and Peter Lynch are two of the most celebrated investors, each with a track record of market-beating returns that has elevated them… Read More

Food Stocks for Lynch and O’Shaughnessy to Munch On

With incomes rising in several large emerging markets like China and India and food prices moderating, a number of food-related companies are looking attractive right now, says Validea CEO John Reese. “The Food Institute projects moderating pressure on food price inflation in 2012. It says the all-food Consumer Price Index (CPI) is expected to grow 2.5% to 3.5% over 2011 levels,” Reese writes in his latest RealMoney column. “This is less than the 2011 CPI,… Read More