In a “Number Cruncher” column for Canada’s Globe and Mail, Ian McGugan takes a look at some overlooked bargain-priced stocks using Validea.com’s Joseph Piotroski-inspired strategy. “Piotroski, a professor at Stanford University, has discovered that applying a battery of accounting tests to a portfolio of value stocks can improve returns by eliminating ones that are financially […]
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Archive | June, 2012
Study: Investors Aren’t Really Fleeing Stocks
June 29, 2012 
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One widely held belief about the stock market involves the notion that individual investors have been fleeing stocks like the plague recently. But according to a new report from Vanguard Group, that’s not the case, Jason Zweig reports on The Wall Street Journal’s Total Return blog. Vanguard takes an annual survey of 3 million-plus Americans […]
Read moreWinters: “Things Will Get Better”
June 28, 2012 0 Comments
David Winters, whose fund is in the top 7% of funds in its class over the past five years, according to Morningstar, says “things will get better” in the U.S., and he’s finding several bargains in the stock market. “Selective stocks are very cheap,” Winters tells Bloomberg. He says that after a recent trip to […]
Read moreBet Against Beta Like Buffett
June 27, 2012 0 Comments
According to a new study, Warren Buffett has been able to produce exceptional stock market returns over the long haul not because of value investing, but instead by focusing on “boring” stocks, MSN Money’s Michael Brush writes. The study, performed by Andrea Frazzini and Lasse H. Pedersen, found that “to do better in the market, […]
Read moreEurope Won’t Derail U.S. Market, Paulsen Says
June 27, 2012 0 Comments
Wells Capital Management’s James Paulsen says Europe’s woes will create volatility for the U.S. market, but won’t derail it. Paulsen tells Bloomberg that the sensitivity of financial markets to the Europe debt news is “decaying”. He says he thinks the U.S. market will be driven more by what’s happening in the emerging market world and […]
Read moreShiller Talks Housing, Psychology
June 26, 2012 0 Comments
Housing guru Robert Shiller says the latest home price data is good news, and he expects prices to continue to rise through the summer months. Shiller tells FOX Business Network that he’s not sure what will happen beyond the summer, however, and that he is concerned that the worst isn’t over for housing. He talks […]
Read moreHawkins and Romick Talk Europe, Rates, and Margins
June 26, 2012 0 Comments
While many investors are fleeing the continent, some top fund managers are finding value in Europe. At the 2012 Morningstar Investment Conference, Longleaf Partners’ O. Mason Hawkins said that P/E ratios in Europe seem very low, particularly when the low-interest-rate environment is factored in, according to Morningstar. FPA’s Steven Romick, meanwhile, says it seems investors […]
Read moreDoll: Stocks Generally Cheap, But Be Picky
June 26, 2012 0 Comments
Bob Doll says he thinks stocks are cheap right now, and that some pretty bad scenarios are already baked into their prices. Doll tells CNBC that his target for year-end for the S&P 500 remains 1,350, and that investors need to be “very picky” regarding the price they pay for their stocks in the current environment.
Read moreO’Shaughnessy Finding Value in Europe, Stresses Discipline
June 26, 2012 0 Comments
While the financial headlines have been dominated by day-to-day fears recently, James O’Shaughnessy says that making investment decisions based on short-term factors is a very dangerous game. “All of the available research demonstrates that reacting to short-term conditions is the worst way for a long-term investor to act,” O’Shaughnessy writes in commentary on his firm’s […]
Read moreGuru Strategy Ratings: NOV, TYC on the Rise
June 26, 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.
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