Large-Caps Lynch and O’Shaughnessy Might Like
In his latest RealMoney column, Validea CEO John Reese looks at a trio of large-cap stocks that look attractive as 2012 winds down.
“Year to date, we’ve seen a robust 13% rise in the large-cap index S&P 500,” Reese writes. “I am not a soothsayer, and I do not profess to know how well large-caps will do in the coming year, but at this point I see no signs of a slowdown anytime soon.”
Reese looks at three large-caps (those with more than $10 billion in market capitalization) that get high marks from his Guru Strategies — investment models based on the approaches of some of history’s best investors. Among the large-cap picks: Bed Bath & Beyond, which gets strong interest from his Peter Lynch-inspired model.