Each week, we take a look at which stocks John 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.
Read moreBuffett: Opportunities Still Out There
May 7, 2013 
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Warren Buffett says that while stocks aren’t as attractive as they were a few years back, he’s still finding opportunities. “They’re rich in some cases,” Buffett tells FOX Business Network of valuations, “but overall we find things to buy. … The stock market was far more attractive obviously three or four years ago.” Buffett also […]
Read moreGive Yourself A Break With These Entertainment Stocks
May 6, 2013 0 Comments
While North Americans have had plenty to worry about in recent years, they’ve still been finding ways to amuse themselves. And the strong performance of many entertainment companies has made them attractive investment possibilities, Validea CEO John Reese writes in Canada’s Globe and Mail. “Perhaps because of the stream of negative news, many entertainment companies […]
Read moreGabelli Talks Buffett, Value
May 6, 2013 0 Comments
Top value strategist Mario Gabelli says that if he were Warren Buffett, he would be looking to purchase companies with some very specific characteristics. Gabelli tells Bloomberg that he’d target companies with ”cash flow, sustainability, and a U.S. base that have global earnings power and that can index with inflation”. What might such a company look […]
Read moreBuffett: U.S. Economy Still Improving
May 3, 2013 0 Comments
Warren Buffett says he is still seeing improvement in the U.S. economy, albeit at a slow pace. “The economy is improving,” Buffett told CNBC. ” I want to emphasize that. Not at a very rapid clip, but this country has done well since 2008, certainly compared to much of the rest of the world.” Buffett […]
Read moreFisher: It’s About Global Growth
May 3, 2013 1 Comment
Top strategist Kenneth Fisher says that investors shouldn’t get overly concerned with economic conditions in their home market, because what really will drive stocks is overall global growth — which he says looks pretty good. “It’s natural to obsess about home first, but a mistake,” Fisher says in a recent column for Interactive Investor of […]
Read moreEl-Erian: Markets Front-Running BOJ
May 2, 2013 0 Comments
PIMCO’s Mohamed El-Erian says that all assets are trading at “very artificial” levels due to central bank policies. El-Erian tells Yahoo! Finance’s Daily Ticker that central banks’ flooding of the markets with liquidity is the reason why stocks are up significantly this year while Treasury rates have actually fallen. He says that the U.S. economy […]
Read moreRomick: “We Focus On Where The Bad News Is”
May 1, 2013 0 Comments
Steven Romick’s FPA Crescent fund is in the top 3% of funds in its class over the past 15 years, according to Morningstar, and in a recent interview with Forbes’ Steve Forbes, Romick talked about his strategy. “We are deep value investors,” Romick says. “Our goal is to generate equity rates of return and to […]
Read moreWhy Apple Isn’t Rotting
May 1, 2013 0 Comments
In his latest column for Forbes.com, Validea CEO John Reese says that, despite the pounding Apple’s shares have taken in recent months, investors shouldn’t give up on the tech titan. “Slowing sales growth, two straight quarters of declining earnings, and questions about the company’s post-Steve Jobs leadership have all sent investors heading for the hills, […]
Read moreIs The U.S. The Next “Emerging Market”
April 30, 2013 0 Comments
What will the next big emerging market be? Africa? Southeast Asia? Nope, says the man who created the “emerging market” moniker. He says the next big “EM” will be the United States, in a manner of speaking. “Antoine van Agtmael is arguably the founding father of emerging-markets investing. He still is an evangelist for investing […]
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