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 [...]
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Herro: Great Time to Be a Bottom-Up Investor
May 25, 2012
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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
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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
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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 [...]
Read moreAll Downhill for U.S. Manufacturing? Not So Fast
May 24, 2012
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Conventional wisdom has long held that the U.S. manufacturing sector is on the decline. But in a new research report, Kenneth Fisher’s firm offers a very different take. “The U.S., like most developed countries, has evolved into a more diversified economy, with a heavy emphasis on services, which account for around 70% of U.S. GDP,” [...]
Read moreHas the Market Topped? History Says ‘No’
May 22, 2012
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If the stock market has indeed already topped out, it would be an aberration by historical standards, Mark Hulbert says. In his MarketWatch column, Hulbert looks at a handful of indicators that have accompanied previous market tops, and finds that they aren’t flashing “end of the line” signals. Sentiment, for example, remains far from the [...]
Read moreSiegel on Stocks, Euro Parity
May 22, 2012
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While the market has struggled in recent weeks, Wharton professor and author Jeremy Siegel remains confident that the Dow Jones Industrial Average will hit 15,000 by the end of 2013. Siegel tells Bloomberg that given the recent problems in Europe and the “fiscal cliff” that the U.S. faces, more of the gains may be pushed [...]
Read moreGuru Strategy Ratings: GE, JPM on the Move
May 22, 2012
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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 moreWould Buffett’s Latest Moves Impress The Gurus?
May 21, 2012
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In his latest column for Forbes.com, Validea CEO and author of The Guru Investor John Reese takes a look at how Berkshire Hathaway’s and Warren Buffett’s latest moves stack up against his Guru Strategies — including his Buffett-inspired model. “My quantitative Buffett-inspired strategy is based on the approach that Mary Buffett (his former daughter-in-law) and [...]
Read moreRomick Not Excited By Market
May 21, 2012
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Top mutual fund manager Steven Romick says he’s “maintaining the status quo” with his portfolio, because he isn’t seeing many enticing opportunities right now. Romick tells Tom Keene on Bloomberg Television’s “Surveillance Midday” that he thinks the market is “not inexpensive” right now, and says he sees a lot of risk to earnings — particularly all-time [...]
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