Top Bond Manager Sees Rates Going Lower … and Lower

Hoisington Investment Management has been successfully betting on Treasury bonds since the late 1990s, helping put its Wasatch-Hoisington US Treasury fund in the top 1% of funds in its class over the past decade as interest rates have tumbled, according to Morningstar. And it doesn’t see interest rates rising anytime soon.
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Guru Strategy Ratings: JNJ, MSO, TZOO All on the Move

Each week, we take a look at which stocks John P. Reese’s Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some of the stocks John’s strategies have upgraded or downgraded today.

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The Case For Small Caps

In his latest column for Seeking Alpha, Validea CEO John Reese lays out his case for not ditching small caps despite their weak recent performance.

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Fisher: Buyback Bashing Is Bunk

While many bears have said that a boom in share buybacks has been a drag on growth and a way of masking weak earnings and revenues, top strategist Kenneth Fisher says that’s nonsense.

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A Simple Accounting Strategy With Extraordinary Returns

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 Joseph Piotroski-inspired strategy. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from the Piotroski-based investment strategy.

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Lazar: US Back As Global Growth Driver

For years we’ve been hearing about how China and other emerging markets have surpassed the US as the driver of global growth. But in an interview with WealthTrack, top-rated economist Nancy Lazar says several factors have the US back in its role as the driver of global economic growth and China lagging.

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Industry Rankings: Planes, Trucks, and Beverages Atop Growth Index

Every day, Validea.com uses John Reese’s Guru Strategy investing models to rank dozens of industries using a myriad of financial and fundamental data. The rankings include a value index, a growth index, and an overall index that takes both growth and value factors into account. Here’s a look at some of the current top-rated industries. 

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