In his latest article for Canada’s Globe and Mail, Validea CEO John Reese looks at some top picks in the tech sector — with one very notable and intentional omission. “Today I will attempt a feat that few in the investment world have dared in recent years,” Reese writes. “I will try to write a […]
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Archive | May, 2012
Herro: Don’t Fear All European Banks
May 30, 2012 
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Top fund manager David Herro says the European debt crisis doesn’t mean investors should avoid European financials. In fact, he says the fear surrounding the crisis has created several bargains among those firms. “We are not believers that the European banking system is trashed for generations,” Herro tells Bloomberg. He says the system does of […]
Read moreDoll Thinks Euro Debt Crisis Will Be Contained
May 30, 2012 0 Comments
Blackrock’s Bob Doll says he continues to believe the European debt crisis will be contained, and says the stock market’s recent troubles have made for some good buying opportunities. “There remains a high degree of near-term risk and the possibility of short-term turmoil given the evolving crisis in Europe, fiscal issues in the United States […]
Read moreMobius Turns to Africa
May 30, 2012 0 Comments
Templeton Asset Management’s Mark Mobius is finding a good deal of value in a place not known for great investments: Africa. Mobius tells Investors Chronicle that he’s high on telecoms, natural resources and consumer products in Africa, and is particularly bullish on banking stocks. “Banking in Africa is growing at a torrential pace and provides an […]
Read moreShiller Worried More Housing Declines Ahead
May 30, 2012 0 Comments
Yale Economist Robert Shiller says the long decline in housing prices may not be over yet. “Home prices show a lot of momentum; they’re not like the stock market. The real question is do we still have downward momentum?” Shiller tells FOX Business Network. “There are a lot of positive signs but a skeptic […]
Read moreGuru Strategy Ratings: TJX, WFM on the Move
May 30, 2012 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 moreThe Lynch Strategy: Still Beating the Market Two Decades after Magellan
May 25, 2012 0 Comments
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 annual returns of 5.3% since its July 2003 inception vs. 3.1% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring […]
Read moreHerro: Great Time to Be a Bottom-Up Investor
May 25, 2012 0 Comments
While it seems that all of the investment world is fretting over Europe’s debt woes, top fund manager David Herro of Oakmark is seeing a big opportunity. “As we all watch the macro playing out in Europe and elsewhere around the world, we’re thinking that this is a great time to be a bottom-up international […]
Read moreBuffett-like Bargains North of the Border
May 25, 2012 0 Comments
Buy when others are fearful, Warren Buffett says, and lately, there’s been a lot of fear in markets, thanks to the resurgence of the European debt crisis. So in his Number Cruncher column, Globe and Mail’s John Heinzl takes a look at some Buffett-like bargains using Validea CEO John Reese’s Buffett-inspired Guru Strategy. “Mr. Buffett […]
Read moreGross: U.S. Is “Cleanest Dirty Shirt”
May 24, 2012 0 Comments
PIMCO bond guru Bill Gross says that the U.S. is currently offering the best of several bad options for bond investors. “It’s what we call the cleanest dirty shirt, and at the moment the cleanest dirty shirt is the United States,” Gross told CNBC’s Street Signs. ”It’s Treasurys, it’s those 1.75 percent 10-year Treasurys that are […]
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