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 7.6% annualized returns since its inception nearly seven years ago, in a period in which the S&P 500 has returned just 1.0% per year. [...]
Read more
Archive | June, 2010
Guru Strategy Rating Changes: AT&T, Goldman, Blackrock All on Move
June 23, 2010
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. Among the big-name movers are AT&T, Goldman Sachs, and Blackrock.
Read moreTop Fund Manager’s Three Keys to Evaluating a Company
June 23, 2010
0 Comments
Chuck Akre has produced an exceptional long-term track record as a mutual fund manager, and he recently offered some strategy tips in an interview with The Motley Fool. Akre cited three main factors that go into his assessment of a company, the Fool’s Eric Bleeker reports: its business model (i.e., whether it has a competitive [...]
Read moreRoundtable Guests See Challenges, Opportunities
June 23, 2010
1 Comment
Barron’s recently held its mid-year Roundtable report, asking several top strategists where they think the market and economy are headed. Ten investors participated; here are a few highlights: Archie MacAllaster: The chairman of MacAllaster Pitfield MacKay says bargains abound. “If earnings come in close to consensus estimates, the market not only is cheap but maybe [...]
Read moreWhy Following the Herd Is Like Sex and Candy for Investors
June 23, 2010
0 Comments
Why do investors tend to move in herds, buying when others buy and selling when others sell? According to a new study, it’s because of biology. The study, detailed by The Wall Street Journal’s Jason Zweig in his latest column, was performed by researchers from University College London and Denmark’s Aarhus University and published in [...]
Read moreMobius: China Won’t Face U.S.-Style Housing Crisis
June 22, 2010
0 Comments
Templeton Asset Management’s Mark Mobius says that China isn’t headed for a housing crisis like the U.S. experienced, and that it and other emerging markets are better positioned than many developed countries right now. In an interview with the Financial Times, Mobius says that China and other emerging market countries have much lower debt/GDP ratios [...]
Read moreYacktman on How to Make Hay by Treating Stocks Like Bonds
June 21, 2010
0 Comments
In an interview with WealthTrack’s Consuelo Mack, top fund manager Donald Yacktman talks about how he has been able to outperform 99% of funds in his category over the past 3, 5, and 10 years. “We think of stocks as though they were bonds,” Yacktman says. He says he determines an expected forward rate of [...]
Read moreForester on Opportunities in a Range-Bound Market
June 21, 2010
0 Comments
Tom Forester, the lone stock fund manager to post positive returns in 2008, sees a range-bound market ahead that will offer opportunities for value investors. In an interview with Barron’s, Forester says it will be difficult for the economy to sustain strong growth. “The impact of the stimulus package is winding down, and home prices [...]
Read moreSonders: Opportunities in a “Gray” Market
June 18, 2010
0 Comments
Charles Schwab Chief Investment Strategist Liz Ann Sonders says that she sees a range-bound market for the short term, but that opportunities exist — particularly for investors who are willing to rebalance their portfolios. “We do feel the market is likely somewhat range-bound for now until a catalyst knocks it out in one direction or [...]
Read moreTop Newsletter Still Betting on Stocks
June 17, 2010
0 Comments
Back in the spring of 2009, while many were still mourning the “death” of stocks, Gray Emerson Cardiff’s Sound Advice newsletter said that we were on the cusp of a “SuperCycle” for stocks, in which stocks would outperform real estate. Now, after the market’s recent rough stretch, the newsletter isn’t wavering. “This is a correction [...]
Read more
