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.
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.
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.
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.
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.
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.