Reese On The “Quality-Value Synthesis”

Many of history’s best investors have been big proponents of investing in “quality” stocks — those that generate high returns on equity and assets, and strong, consistent margins. But Validea CEO John P. Reese says there is something very important to recognize when using quality metrics to pick stocks.

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Herro: Risk-Reward Better For Europe

Looking for places where the risk/reward scenario is most attractive? Top fund manager David Herro says Europe is the place to focus.

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Fisher: Gridlock Is Great

Following this month’s elections, many are fretting about the likely gridlock that will dominate the American political system. But Kenneth Fisher says gridlock is just what markets like.

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Industry Rankings: Big Value In Jewelry Stocks

Every day, Validea.com uses John Reese’s Guru Strategy investing models to rank dozens of industries using a myriad of financial and fundamental data. The rankings include a value index, a growth index, and an overall index that takes both growth and value factors into account. Here’s a look at some of the current top-rated industries using the value index. 

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HowTo Identify A Moat, Guru-style

In his latest column for Seeking Alpha, Validea CEO John Reese looks at how Warren Buffett — and other gurus — have gone about identifying companies with “economic moats”.

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Cars and Cards for Berkshire, Buffett In Q3

Warren Buffett’s Berkshire Hathaway significantly upped its stake in both Visa and Mastercard in the third quarter, while also ramping up its investment in embattled automaker General Motors.

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Greenblatt: Why I Changed Strategies

Why did top strategist Joel Greenblatt change his investment strategy from a highly concentrated one to one that invests in hundreds of stocks? That is one of the many interesting topics Greenblatt covers in a recent interview with WealthTrack.

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