Newsletter guru Jim Oberweis says that, while small-cap growth stocks have performed well recently, they remain at very attractive valuations. In his latest Forbes column, Oberweis says that small-caps (those with market caps under $1 billion) that are growing both earnings and revenue at a pace of 30% or more are trading at a median […]
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Lynch and O’Shaughnessy Style Energy Picks
April 4, 2013 
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In his latest Forbes.com column, Validea CEO John Reese says his Guru Strategies are finding some big bargains among big oil companies, many of which have lagged the market in recent years. “A few factors are likely at play in the underperformance of energy stocks,” writes Reese. “For one, while the U.S. seems to have […]
Read moreHow — And Where — Chuck Akre Finds Value
March 1, 2013 0 Comments
Top fund manager Chuck Akre has been finding a lot of value in both the financial services industry and the discount retail industry, according to a Wall Street Journal piece that also delves into Akre’s broader strategy. Akre focuses on companies with “skilled and honest managers who can earn high returns on capital and reinvest […]
Read moreFive Retail Picks for the Gurus
January 22, 2013 0 Comments
In his latest column for Forbes.com, Validea CEO John Reese says that the U.S. consumer is continuing to show resilience despite economic fears, and that has helped create some big bargains in retail stocks. “[Consumers have] been steadily increasing their spending since the Great Recession ended in mid-2009, with real personal consumption expenditures almost 7% […]
Read moreWoodford Stays Defensive Amid Market Gains
January 11, 2013 0 Comments
Whille stocks have been performing well, top U.K. fund manager Neil Woodford is keeping his portfolio in defensive position. “At a time when the U.K. stockmarket appears more relaxed about the risks facing the world economy and financial markets, we have become a bit more cautious,” Woodford said in a recent client note, according to […]
Read moreBuffett: Banks Won’t Be A Problem — “I Guarantee It”
January 10, 2013 0 Comments
Warren Buffett says banks will not cause major problems for the economy as they did during the 2008/2009 financial crisis — and he guarantees it. “The banks will not get this country in trouble, I guarantee it,” Buffett recently told Bloomberg. “The capital ratios are huge, the excesses on the asset side have been largely […]
Read moreTop Fund Manager: Flight to Safety Overdone
October 24, 2012 0 Comments
Oakmark’s Clyde McGregor, who manages several funds with strong long-term track records, says his equity/income fund is tilted strongly toward equities, with fixed income offering few good opportunities. McGregor says his Oakmark Equity & Income Fund is 70% invested in stocks right now, near its maximum of 75%. “It’s very difficult to do anything creative […]
Read morePharma Firms for the Gurus
October 18, 2012 0 Comments
Validea CEO John Reese says several pharmaceutical stocks are catching his guru-inspired strategies’ eyes right now. “If the elections are giving you a tummy ache, heartburn or other malady, perhaps you need some pharmaceuticals,” Reese writes for RealMoney.com. “I am referring to pharmaceutical stocks, several of which are good investment opportunities at the moment.” Reese […]
Read moreNygren High on Bank Stocks
August 22, 2012 0 Comments
While bank stocks have been hit with a lot of tough news recently, top fund manager Bill Nygren of Oakmark has been loading up on them. Nygren says that some bank share prices are “assuming that the worst recession since the Great Depression will happen every five years or so,” Fortune reports. As an example […]
Read moreReese on Healthcare Bargains
July 19, 2012 0 Comments
In his latest article for RealMoney.com, Validea CEO John Reese looks at some healthcare stocks that are getting high marks from his Guru Strategies. “As a historically noncyclical industry, the prospects for healthcare have rarely been healthier,” Reese writes. “Demand tends to hold up even when the economy is sickly, because people need health services […]
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