A Sector That Should Benefit From The Oil Plunge

In his latest Forbes.com column, Validea CEO John P. Reese looks at one area of the market that he says should be helped by the recent tumble in oil prices: consumer discretionary stocks.

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OSAM: Microcaps A Better Opportunity Than PE

Over the past decade or so, investors — particularly institutional investors — have focused more and more on private equity as a way to get exposure to small, potentially high-growth companies. But in a recent research paper, O’Shaughnessy Asset Management’s Chris Meredith and Patrick O’Shaughnessy explain why microcap equities in many cases are a more attractive alternative to private equity.

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Warren Pieces: Buffett On Professional Investors, And The Path To Hell

A periodic look through the archives of the greatest investor in history

In Berkshire Hathaway’s 1985 Letter to Shareholders, Warren Buffett offered his thoughts on why professional investors create instability in financial markets. Below is an excerpt from the letter.

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Industry Rankings: Trucking Stocks Keep On Trucking

Every day, Validea.com uses John Reese’s Guru Strategy investing models to rank dozens of industries using a myriad of financial and fundamental data. The rankings include a value index, a growth index, and an overall index that takes both growth and value factors into account. Here’s a look at some of the current top-rated industries using the growth index. 

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Bogle Distrusts Corporate Earnings

Legendary Vanguard Founder Jack Bogle says that the stock market’s gains over the past decade look reasonable — if you trust the accuracy of corporate earnings. And he doesn’t appear to.

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Five Fixed Income Misconceptions

In a recent piece for Forbes, top bond fund manager Bonnie Baha of DoubleLine offers five common — and dangerous — misconceptions about the fixed income market.

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Guru Strategy Ratings: Coke Rising, Costco Falling

Each week, we take a look at which stocks John P. 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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