In his latest article for Forbes.com, Validea CEO John Reese takes a look at natural gas stocks, which stand to benefit in the wake of a rise in anti-nuclear sentiment following the events in Japan. “While numerous questions remain about the fallout — both literal and figurative — of the nuclear reactor leaks in Japan, […]
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Archive | March, 2011
Yacktman: Blue Chips Still Selling Near 18-Year Lows
March 29, 2011 
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Even with the market up more than 90% off its 2009 lows, top fund manager Donald Yacktman says he’s still finding big values in big, blue-chip stocks. “I don’t think the opportunities are anywhere near what they were two years ago,” Yacktman tells Barron’s. “But what is staggering to me is high-quality companies still selling […]
Read moreGuru Strategy Rating Changes: PBR Rising, KKR Falling
March 29, 2011 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 moreMobius on How to Invest in China
March 29, 2011 0 Comments
Templeton Asset Management’s Mark Mobius says that he’s still high on Chinese stocks, but that — as in any market — good stock-picking and a disciplined approach are key to making money in that part of the world. “I have heard queries from baffled investors about past underperformance of the Chinese stock market despite the […]
Read moreBuffett: Dollar Will Decline
March 28, 2011 0 Comments
Reiterating his belief that the U.S.’s stimulus policies will lead to inflation, Warren Buffett says investors should steer clear of long-term American fixed-income investments, because the dollar will not hold its purchasing power over the next decade or two. “I would recommend against buying long-term fixed-dollar investments,” Buffett said at a news conference during his […]
Read moreReese: Top Picks from the Rebounding Healthcare Sector
March 24, 2011 0 Comments
In his latest column on Seeking Alpha, Validea CEO John Reese says his Guru Strategies are finding some intriguing picks in the healthcare sector. “For much of the two-year-plus stock market rally, the healthcare sector has been left far behind the rest of the market,” Reese writes. “That’s changed recently. While the rest of the […]
Read moreStudy: Why Stocks Could Do Well in Next Decade — Even If Growth Is Slow
March 24, 2011 0 Comments
Since the stock market crash of late 2008, investors have heard a lot about the “New Normal” — the notion that we’re now in a new era of lower-than-average economic growth, and lower-than-average stock market gains. But a new study from the Center for Retirement Research at Boston College, a group that is affiliated with […]
Read moreWhere Shiller Sees Potential Bubbles (Hint: It’s Not the Stock Market)
March 23, 2011 0 Comments
Yale economist Robert Shiller has a reputation for being one of the most astute “bubble-spotters” in the world, having warned of both the tech stock bubble of the late 1990s and the recent U.S. housing bubble shortly before they popped. Now, he says a couple areas are on his bubble-radar: farmland, and commodities. “My favorite […]
Read moreTricks for Spotting Neff-Type Bargains
March 23, 2011 0 Comments
In a recent column for Bloomberg, John Dorfman channels John Neff, who compiled one of the best track records ever while managing the Windsor Fund for more than three decades. “One of Neff’s techniques that I like is scouring the list of stocks that have reached 52-week lows,” Dorfmnan explains. “In his book ‘John Neff […]
Read moreGuru Strategy Upgrades/Downgrades: Tech, Commodity Firms on the Move
March 22, 2011 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.
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