Aerospace & defense stocks and those of other firms that rely on the government for their revenues are traditionally thought of as safe, defensive plays. Not today, however, with major budget cuts looming if Congress doesn’t address the nation’s deficit woes. But Validea CEO John Reese says that’s not reason to avoid these types of [...]
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Paulsen likes EMs, Industrials, Financials
April 19, 2012
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Wells Capital’s James Paulsen says he thinks investors would be wise to look at stocks in the emerging market, industrial, and financial areas of the market. In a radio interview, Paulsen told MarketWatch’s Larry Kofsky that he thinks a resurgence in emerging market growth and growing confidence in the U.S. make those areas attractive right [...]
Read moreAn Industry That Can Beat Back Inflation
March 16, 2012
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In his latest column for RealMoney.com, Validea CEO John Reese says inflation can be a big hindrance to good investing returns, and highlights one industry — pharmaceuticals — that has the power to beat back inflation. “If inflation were Wile E. Coyote then its Road Runner might well be the pharmaceutical industry,” Reese writes. “An [...]
Read moreReese: Stocks that Have the (Capital) Goods
March 2, 2012
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With the economy rebounding, Validea CEO John Reese says several stocks in the capital goods sector are looking attractive right now. “Just when things looked so bleak [last summer], the economy staged an impressive turnaround. Numerous reports — from unemployment claims numbers to manufacturing data to retail sales — have shown that the economy hasn’t [...]
Read morePaulsen Still Likes Financials and Cyclicals
February 29, 2012
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Wells Capital Management’s James Paulsen thinks cyclical stocks will continue to outperform the broader market for some time. Paulsen tells Yahoo! Finance’s Breakout that cyclicals tend to outperform as long as unemployment claims are trending downward, and thinks it won’t be time to get more defensive until new claims for unemployment get down below the [...]
Read moreGabelli, Gross on Where to Look in 2012
February 1, 2012
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Top value investor Mario Gabelli is high on stocks in the automobile, cloud computing, and snack food industries in 2012. Speaking as part of Barron’s 2012 Roundtable, Gabelli says big growth in auto sales in China, as well as an aging fleet of existing vehicles and the need for different types of trucks due to [...]
Read moreSonders Says Bottom “Largely In” for Housing
January 25, 2012
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Charles Schwab’s Liz Ann Sonders has made some very prescient calls on the economy and housing in recent years, and now she says that the much-maligned housing market may have finally hit bottom. “It’s time for a fresh look at housing. My conviction level does not match that in 2006, but I do think the [...]
Read moreFood Stocks for Lynch and O’Shaughnessy to Munch On
January 18, 2012
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With incomes rising in several large emerging markets like China and India and food prices moderating, a number of food-related companies are looking attractive right now, says Validea CEO John Reese. “The Food Institute projects moderating pressure on food price inflation in 2012. It says the all-food Consumer Price Index (CPI) is expected to grow [...]
Read morePaulsen Sees Job Gains Having Domino Effect
January 9, 2012
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Wells Capital Management’s Jim Paulsen says he sees continued gains in job creation spurring a rebound in confidence that should lift many parts of the economy. Paulsen tells Bloomberg that for the first time in this recovery, we’re seeing job creation at a pace that should steadily decrease the unemployment rate. And that, he says, [...]
Read moreBuffett-Style Tech Picks
December 29, 2011
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Could Warren Buffett be on the lookout for more tech stocks? That’s a question that Validea CEO John Reese examines in a recent article for Canada’s Globe and Mail. “Not long ago, that question would have seemed foolish. Warren Buffett avoided investing in technology companies, saying that the nature of their businesses did not allow [...]
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