In an interview with MoneyShow.com, Validea CEO John Reese discusses which of his “Guru Strategies” has performed best over the long haul, and some of the key lessons he’s learned in implementing his models, which are based on the approaches of some of history’s greatest investors. “The models still continue to work” years — and […]
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Archive | December, 2011
How Many Stocks Is Enough?
December 30, 2011 
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How many stocks should an investor own in order to diversify away stock-specific risk? Some interesting data shows that it may be fewer than you think. The data comes from hedge fund guru Joel Greenblatt’s book, You Can Be A Stock Market Genius, and was highlighted by top value investor Whitney Tilson a few years back […]
Read moreBogle: Think Long Term — Very Long Term
December 30, 2011 0 Comments
Legendary Vanguard founder Jack Bogle says he’s cautious heading into 2012, and that investors need to take a long-term perspective. “With the economy, I’m cautious,” Bogle recently told the Associated Press (a tip of the cap to NPR for highlighting the interview). “I don’t expect a boom in consumer spending over the next two or […]
Read moreGrantham’s GMO Not As Gloomy On Stocks As You Think
December 30, 2011 0 Comments
While Jeremy Grantham’s GMO has been gloomy about the outlook on stocks, the firm’s head of asset allocation says there are also good opportunities in the market right now. “We think there is money to be made,” Ben Inker tells The Boston Globe. “There’s plenty of stuff to be worried about. [But] there’s actually a […]
Read moreBuffett-Style Tech Picks
December 29, 2011 0 Comments
Could Warren Buffett be on the lookout for more tech stocks? That’s a question that Validea CEO John Reese examines in a recent article for Canada’s Globe and Mail. “Not long ago, that question would have seemed foolish. Warren Buffett avoided investing in technology companies, saying that the nature of their businesses did not allow […]
Read moreNygren: Don’t Chase Bond Performance; Buy Stocks
December 29, 2011 0 Comments
Top fund manager Bill Nygren says that the best thing investors can do in 2012 is buy more stocks. “The best idea for 2012 is for investors to increase their equity exposure and decrease bond exposure,” Nygren tells CNBC. “We think stocks are cheap.” He says he thinks it’s a mistake for investors to chase […]
Read moreStattman High on Oil Firms, “Nibbling” at Bank Stocks
December 28, 2011 0 Comments
Blackrock’s Dennis Stattman, whose Global Allocation Institutional fund has been one of the better performing funds in its class over the past five and ten years, says he’s keying on companies that are based in developed markets but have exposure to the strong growth in emerging markets. Stattman also tells Bloomberg that he takes a […]
Read moreTop Manager Getting Less Defensive
December 28, 2011 0 Comments
Top mid-cap fund manager Jonathan Simon says he’s adding some risk to his portfolio heading into 2012, and is high on some regional banking stocks. Simon tells CNBC that he is particularly concerned with a company’s free cash flow, and how it uses that cash. “They have to have a very disciplined approach to capital […]
Read moreRitholtz on Individual Investors’ Greatest Enemies
December 28, 2011 0 Comments
Barry Ritholtz of The Big Picture blog and FusionIQ says investors need to know who they are up against when managing their portfolios — and says that to find perhaps the greatest enemy, you don’t have to look far. Writing a guest piece for John Mauldin’s “Thoughts from the Frontline” newsletter, Ritholtz says the first […]
Read moreGuru Strategy Ratings: DB Rising, SNP Falling
December 28, 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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