Each week, I take a look at which stocks my 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 that my strategies have upgraded or downgraded today. Among the notable movers: Archer Daniels Midland, Expedia, and Abercrombie & Fitch.
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Archive | June, 2009
“Green Shoots” Talk Overdone — Stimulus Underdone, Says Shiller
June 23, 2009
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In an interview with CNBC’s India affiliate, Yale economist Robert Shiller says that governments across the world should be focused on greater economic stimulus — and put concerns about rising national debts and potential inflation on the back-burner — in order to capitalize on the recent jump in confidence. Shiller says that the recent rise [...]
Read moreMauldin: This Time It Really Is Different (Sort Of)
June 23, 2009
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In his latest “Thoughts from The Frontline” newsletter, John Mauldin makes a pretty bold proclamation that goes against a long-held principle of investing — this time, he says, things really are different. “If memory serves me, I have written several e-letters disparaging various personages who have uttered those very words, and gone one to confirm [...]
Read moreOberweis: Don’t Ditch Buy-and-Hold
June 22, 2009
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While buy-and-hold investing continues to draw criticism from some pundits, money manager and newsletter guru Jim Oberweis begs to differ. In a recent interview with The Motley Fool, Oberweis says that buy-and-hold is alive and well, because timing the market remains an incredibly difficult task. “Show me some quantitative evidence that someone’s right, and then [...]
Read moreBuckingham: “Great Time” for Long-Term Investors to Buy
June 22, 2009
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In the video below, John Buckingham of Al Frank Asset Management — who last week explained why history shows now might be a good time to buy value stocks — offers his take on what he’s looking for from the economy, and says that it’s a “great time” for long-term investors to be buying equities. [...]
Read moreLeuthold: Pullback Will Be Brief; S&P 1,100 by Year-End
June 19, 2009
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Steven Leuthold, the longtime bear who has turned bullish in recent months, tells Bloomberg news that he doesn’t think the current pullback will run more than 5% or 6%, and says he still sees the S&P 500 getting to 1,100 by the end of the year. Leuthold says there are definite signs the economy is [...]
Read moreNygren: Returns to be “Historically Large”
June 19, 2009
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BusinessWeek recently took a look at the dilemma facing value investors right now — that is, with the economic outlook still extremely hazy, the big recent rally generating predictions of a pullback, and valuation metrics bouncing around quite a bit, is it time to scale back stock holdings to wait for even better prices? Or [...]
Read moreBogle on What “Long-Term” Really Means, and Stock-Picking Dangers
June 18, 2009
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Jack Bogle covers a wide variety of topics in a recent interview with The Motley Fool, including just what the “long-term” in “long-term investing” should mean, why traders usually lose out, asset allocation, and whether the S&P 500 is a “good” index. Bogle’s belief that that the best approach for individual investors is to hold [...]
Read more10-Year P/E: Stocks at Fair Value
June 17, 2009
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After years of being overvalued by one of the tougher value metrics — the 10-year P/E ratio made famous by Yale economist Robert Shiller — stocks finally appeared undervalued a few few months back. Now, with stocks having surged some 35% in the past three-plus months, the broader market is back up to “fair value” [...]
Read moreYes, Green Shoots — and More, Sonders Says
June 17, 2009
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Like Barry Ritholtz, Charles Schwab Chief Investment Strategist Liz Ann Sonders isn’t buying talk that the recession will end in late 2009 — but that’s because she thinks it has already ended. Sonders — who correctly called the start of the recession well before most — tells Yahoo! TechTicker that the recession “ended maybe April [...]
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