In his latest column for Forbes, Kenneth Fisher recommends a number of classic investing books, and advises readers to learn all they can from them. Among the books Fisher touts are Benjamin Graham and David Dodd’s Security Analysis, and Roger Babson’s Business Barometers for Anticipating Conditions — which he thinks could increase 100-fold in value [...]
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Tag Archives: Benjamin Graham
Advice from the Best — In 10 Words or Less
January 27, 2012
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Could you distill your investment philosophy into 10 words or less? In his latest post for The Wall Street Journal’s Total Return blog, Jason Zweig poses that question to some of the world’s most successful investors. Zweig says that when someone recently asked him the question, he “laughed and said, ‘Of course not!’ But right afterward, [...]
Read moreCooperman, Gabelli, Whitman Talk Value
November 17, 2011
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The latest issue of Columbia Business School’s Graham & Doddsville newsletter features interviews with three top investors, Leon Cooperman, Mario Gabelli, and Marty Whitman. (Tip of the cap to GuruFocus.com for highlighting the newsletter, which can be downloaded via this link.) In the wide-ranging interviews, Cooperman, Gabelli, and Whitman talk extensively about their own career [...]
Read moreThe Graham Approach: How A 60-Year Old Strategy Still Scores Big
October 14, 2011
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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 Benjamin Graham-inspired strategy, which has averaged annual returns of 14.4% since its July 2003 inception vs. 2.3% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring [...]
Read moreGraham’s Strategy Still Producing Excellent Returns
June 24, 2011
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In his latest “Number Cruncher” column for Canada’s Globe and Mail, John Heinzl takes a look at Validea’s Benjamin Graham-inspired stock-picking model, which has continued to produce stellar results some 60-plus years after Graham detailed it in his classic book, The Intelligent Investor. “Graham used a conservative, risk-averse approach that focused as much on preserving [...]
Read moreDividends and “Corporate Scrooges”: WWBGD (What Would Ben Graham Do)?
June 1, 2011
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While U.S. companies have been raking in big profits since the end of the Great Recession, much of those profits are staying locked up on corporate balance sheets. And, in a recent column, The Wall Street Journal’s Jason Zweig takes a look at why that’s happening, and what he thinks the great Benjamin Graham would [...]
Read moreThe “Seven Immutable Laws of Investing”
May 20, 2011
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In a recent white paper, GMO’s James Montier takes an interesting look at what he says are “The Seven Immutable Laws of Investing”. The first rule, on which Montier spends the most time, invokes the late, great Benjamin Graham: “Always Insist on a Margin of Safety”. Montier writes: “Valuation is the closest thing to the [...]
Read moreA Guru-Inspired Look at Top Canadian Stocks
January 27, 2011
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In Canada’s Globe and Mail, David Parkinson takes a look this week at Validea Canada’s guru-inspired investment strategies. “One of the problems with pursuing a specific investing strategy — even one supported by the proven successes of one of the most revered investing minds on the Street — is that it rarely works best in [...]
Read more2010 Guru Report: Piotroski Approach Leads Way With 55% Gain
January 19, 2011
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While 2010 was a good year for the broader stock market, it was an even better year for John Reese’s Validea.com Guru Strategies. For the full year, Reese’s guru-inspired 10-stock portfolios returned an average of 19.2%, easily outpacing the S&P 500′s 12.8% return. The best performer was the approach inspired by little-known professor Joseph Piotroski, [...]
Read moreHow to Beat the Market with a 60-Year-Old Strategy
November 5, 2010
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In his latest column for Seeking Alpha, Validea CEO John Reese details his market-trouncing Benjamin Graham-inspired Guru Strategy, which Seeking Alpha users can now get access to for free. “Today, many investors look to Warren Buffett for advice about the stock market and the economy,” Reese writes. “But before he became one of the world’s [...]
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