Featured

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

May 25, 2012 by The Guru Investor 0 Comments

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 [...]

Read more
Behavioral Finance, Gurus, Historical Lessons
, , ,

Herro: Great Time to Be a Bottom-Up Investor

May 25, 2012 by The Guru Investor 0 Comments

While it seems that all of the investment world is fretting over Europe’s debt woes, top fund manager David Herro of Oakmark is seeing a big opportunity. “As we all watch the macro playing out in Europe and elsewhere around the world, we’re thinking that this is a great time to be a bottom-up international [...]

Read more
Behavioral Finance, Gurus

Buffett-like Bargains North of the Border

May 25, 2012 by The Guru Investor 0 Comments

Buy when others are fearful, Warren Buffett says, and lately, there’s been a lot of fear in markets, thanks to the resurgence of the European debt crisis. So in his Number Cruncher column, Globe and Mail’s John Heinzl takes a look at some Buffett-like bargains using Validea CEO John Reese’s Buffett-inspired Guru Strategy. “Mr. Buffett [...]

Read more
Gurus
,

Gross: U.S. Is “Cleanest Dirty Shirt”

May 24, 2012 by The Guru Investor 0 Comments

PIMCO bond guru Bill Gross says that the U.S. is currently offering the best of several bad options for bond investors. “It’s what we call the cleanest dirty shirt, and at the moment the cleanest dirty shirt is the United States,” Gross told CNBC’s Street Signs. ”It’s Treasurys, it’s those 1.75 percent 10-year Treasurys that are [...]

Read more
Economy, Gurus
,

All Downhill for U.S. Manufacturing? Not So Fast

May 24, 2012 by The Guru Investor 0 Comments

Conventional wisdom has long held that the U.S. manufacturing sector is on the decline. But in a new research report, Kenneth Fisher’s firm offers a very different take. “The U.S., like most developed countries, has evolved into a more diversified economy, with a heavy emphasis on services, which account for around 70% of U.S. GDP,” [...]

Read more
Economy, Gurus

Has the Market Topped? History Says ‘No’

May 22, 2012 by The Guru Investor 0 Comments

If the stock market has indeed already topped out, it would be an aberration by historical standards, Mark Hulbert says. In his MarketWatch column, Hulbert looks at a handful of indicators that have accompanied previous market tops, and finds that they aren’t flashing “end of the line” signals. Sentiment, for example, remains far from the [...]

Read more
Gurus, Historical Lessons

Siegel on Stocks, Euro Parity

May 22, 2012 by The Guru Investor 0 Comments

While the market has struggled in recent weeks, Wharton professor and author Jeremy Siegel remains confident that the Dow Jones Industrial Average will hit 15,000 by the end of 2013. Siegel tells Bloomberg that given the recent problems in Europe and the “fiscal cliff” that the U.S. faces, more of the gains may be pushed [...]

Read more
Economy, Gurus

Guru Strategy Ratings: GE, JPM on the Move

May 22, 2012 by The Guru Investor 0 Comments

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 some of the stocks John’s strategies have upgraded or downgraded today.

Read more
Gurus
, , ,

Would Buffett’s Latest Moves Impress The Gurus?

May 21, 2012 by The Guru Investor 0 Comments

In his latest column for Forbes.com, Validea CEO and author of The Guru Investor John Reese takes a look at how Berkshire Hathaway’s and Warren Buffett’s latest moves stack up against his Guru Strategies — including his Buffett-inspired model. “My quantitative Buffett-inspired strategy is based on the approach that Mary Buffett (his former daughter-in-law) and [...]

Read more
Gurus
, , ,

Romick Not Excited By Market

May 21, 2012 by The Guru Investor 0 Comments

Top mutual fund manager Steven Romick says he’s “maintaining the status quo” with his portfolio, because he isn’t seeing many enticing opportunities right now. Romick tells Tom Keene on Bloomberg Television’s “Surveillance Midday” that he thinks the market is “not inexpensive” right now, and says he sees a lot of risk to earnings — particularly all-time [...]

Read more
asset allocation, Gurus

Sonders on Sell in May, Positive Signs, and the “Fiscal Cliff”

May 18, 2012 by The Guru Investor 0 Comments

Should you “sell in May and go away,” as the old investing adage says? Charles Schwab Chief Investment Strategist Liz Ann Sonders says not so fast. In commentary on Schwab’s site, Sonders says that it’s true that the market has historically performed better during November-April period than it has during the May-October period. From May [...]

Read more
Economy, Gurus, Historical Lessons

Diversification: How Many Stocks Is Enough?

May 17, 2012 by The Guru Investor 0 Comments

In his bi-weekly Hot List newsletter, Validea CEO John Reese offers his take on the markets and investment strategy. In the latest issue, John looks at the issue of diversification and the performance of different-sized portfolios that he runs on Validea.com. Excerpted from the May 11, 2012 issue of the Validea Hot List newsletter No [...]

Read more
Gurus, Historical Lessons
, , ,

Bond Guru: “Absolutely No Reason” to Own High-Rated Short-Term Bonds

May 17, 2012 by The Guru Investor 0 Comments

Top bond fund manager Jeffrey Gundlach says investors should steer completely clear of high-rated bonds with maturities of three years or less — and perhaps even longer. “There is absolutely no reason to own any investment-grade bonds inside of three years for sure,” Gundlach said on Bloomberg Television’s “Surveillance Midday” with Tom Keene. “And maybe [...]

Read more
asset allocation, Gurus
Older Entries

Follow

Get every new post delivered to your Inbox.

Join 2,063 other followers