Reese On The “Quality-Value Synthesis”

Many of history’s best investors have been big proponents of investing in “quality” stocks — those that generate high returns on equity and assets, and strong, consistent margins. But Validea CEO John P. Reese says there is something very important to recognize when using quality metrics to pick stocks.

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Fisher: Gridlock Is Great

Following this month’s elections, many are fretting about the likely gridlock that will dominate the American political system. But Kenneth Fisher says gridlock is just what markets like.

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Great Pages: Peter Lynch on The Mayans and “Penultimate Preparedness”

Can a single page of a book change your investment life? We believe it can. Periodically, we highlight some of the Great Pages that have had a great impact on our investment philosophy. Today, we cheat ever so slightly, taking a bit of a second page from Peter Lynch’s classic One Up on Wall Street. But trust us, it’s worth it to see Lynch compare stock market machinations to Mayan mythology.

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Your Brain And Your Risk Tolerance

How much risk can you handle in your investment portfolio? In a recent Wall Street Journal column, Jason Zweig looked at how to answer that question — and how brain science can offer some clues.
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Is Oil’s Tumble Good News? Sonders Weighs In

Tumbling oil prices have had many investors feeling trepidatious lately. But are the declines bad news? Good news? Charles Schwab Chief Investment Strategist Liz Ann Sonders says it’s some of both — but more good than bad.

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Great Pages: John Neff Calls The Internet Bubble

Can a single page of a book change your investment life? We believe it can. Periodically, we highlight some of the Great Pages that have had a great impact on our investment philosophy. Today, we look at p. 231 from John Neff’s “John Neff on Investing”, in which Neff essentially predicts the coming demise of the Internet bubble.

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The Best Investment Strategist You’ve Never Heard Of

Not all investment gurus are famous Wall Street fund managers or outspoken activist investors. That’s what Validea CEO John Reese says in his latest article for Seeking Alpha, in which he looks at the strategy of Joseph Piotroski, a college accounting professor whose work has had a big impact on the investing world.

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