Does a 200-day moving average strategy work over the long term? In recent commentary for the American Association of Individual Investors, AAII Journal Editor Charles Rotblut takes a look at the question, using data from Wharton Professor Jeremy Siegel.
Momentum stocks have been hit hard lately, but long term data indicates you shouldn’t give up on them, according to Barron’s.
Small-cap valuations are quite high these days, but newsletter guru Jim Oberweis says there may be good reason for that: institutional investors being “desperate” to reach pension fund goals.
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 10.0% since its July 2003 inception vs. 6.0% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from the Lynch-based investment strategy.
Taken from the March 28, 2014 issue of The Validea Hot List
Guru Spotlight: Peter Lynch
Choosing the greatest fund manager of all-time is a tough task. John Templeton, Benjamin Graham, John Neff — a number of investors have put up the types of long-term track records that make it difficult to pick just one who was “The Greatest”.
Top strategist Kenneth Fisher says there are two things that can stop a bull market — and he’s not seeing either at play right now.
The combination of value and momentum has been shown to be a winning formula in stock investing, and quantitative guru James O’Shaughnessy’s firm says the data shows it’s a recipe that works particularly well in the Canadian market.