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 [...]
Read more
Archive | Historical Lessons RSS feed for this section
Has the Market Topped? History Says ‘No’
May 22, 2012
0 Comments
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 moreSonders on Sell in May, Positive Signs, and the “Fiscal Cliff”
May 18, 2012
0 Comments
Should you “sell in May and go away,” as the old investing adage says? Charles Schwab Chief Investment Strategist Liz Ann Sonders says not so fast. In commentary on Schwab’s site, Sonders says that it’s true that the market has historically performed better during November-April period than it has during the May-October period. From May [...]
Read moreDiversification: How Many Stocks Is Enough?
May 17, 2012
0 Comments
In his bi-weekly Hot List newsletter, Validea CEO John Reese offers his take on the markets and investment strategy. In the latest issue, John looks at the issue of diversification and the performance of different-sized portfolios that he runs on Validea.com. Excerpted from the May 11, 2012 issue of the Validea Hot List newsletter No [...]
Read moreFisher Likes Pharma, Tech, and Toys — and Books
May 17, 2012
0 Comments
In his latest column for Forbes, Kenneth Fisher recommends a number of classic investing books, and advises readers to learn all they can from them. Among the books Fisher touts are Benjamin Graham and David Dodd’s Security Analysis, and Roger Babson’s Business Barometers for Anticipating Conditions — which he thinks could increase 100-fold in value [...]
Read moreHow to Learn from History’s Best Investors
May 17, 2012
0 Comments
In an interview with Wall Street Week’s Al Berkeley, Validea CEO and author of The Guru Investor John Reese discusses his guru-based investment approach. Reese also discusses some of the stocks that his Peter Lynch- and Warren Buffett-inspired strategies are high on right now (part 2 available to subscribers only). Among the picks: General Dynamics [...]
Read moreHulbert: Value Should Return — Big Time
May 9, 2012
0 Comments
Growth stocks have been outperforming value stocks for several years now. But if history is any guide, it may be time to tilt not toward those outperforming growth stocks, but instead toward value. So says Mark Hulbert in a recent Barron’s piece. Hulbert says that over the past 86 years, value stocks (represented by an [...]
Read moreDespite Euro Chaos, Fisher Still Bullish
May 9, 2012
1 Comment
While the chaos surrounding recent elections in Europe is scaring many investors, author and top-performing money manager Kenneth Fisher says it doesn’t change his bullish outlook for stocks for the year. Fisher tells Reuters that he thinks the European debt situation won’t topple the stock market, and that the fears are overhyped. ”We have seen [...]
Read morePaulsen on The “Revaluation” Year, and The “Mania of Pessimism”
May 7, 2012
0 Comments
Wells Capital’s James Paulsen says that this year will be about revaluation for the stock market, and that if inflation is kept under control, the market could have a slow and steady climb for some time. “Last year we had a good gain in earnings, but the multiple on the market contracted because of two [...]
Read moreWhat Should Be On Buffett’s Radar?
May 7, 2012
0 Comments
Warren Buffett has divulged that Berkshire Hathaway recently came close to dealing for a $22 billion company before talks broke down. Buffett declined to identify the target, but in an interview with CNBC, Validea CEO John Reese discusses several stocks that are targets of his Buffett-inspired “Guru Strategy”, which has more than doubled the S&P [...]
Read more
