Contrarian guru David Dreman remains concerned about major inflation, and says investors should thus focus on stocks and the housing market. In a column for Forbes, Dreman says that economic improvements and the realization that higher interest rates will come as the economy improves have driven the stock market’s performance recently. “Currently a one-percentage-point rise […]
Read more
Tag Archives: David Dreman
The Dreman Approach: Thinking Contrarian to Beat the Market
September 14, 2012 
1 Comment
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 David Dreman-inspired strategy, which has averaged annual returns of 6.9% since its July 2003 inception vs. 4.0% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring […]
Read moreContrarian Plays in the Oil Industry
June 12, 2012 0 Comments
In his RealMoney column, Validea CEO John Reese recently took a contrarian look at oil stocks. “Oil at the moment is on a slippery slope. Prices are at their lowest in months. In fact, they are dropping during the time of year they typically rise due to higher demand in the summer months,” Reese writes, […]
Read moreDreman: Bond Bubble Will Hurt Many
March 14, 2012 1 Comment
Contrarian strategist David Dreman says a “major bubble that will hurt a lot of people” has formed in the long Treasury bond market. “Ten-year Treasuries are yielding about 2%, while 30-year Treasuries are at 3%,” Dreman tells Morningstar.com. “Adjusting for inflation and taxes, this has almost never happened before. In the rush to Treasuries after […]
Read moreGetting Contrarian With A Market Guru
February 24, 2012 1 Comment
Most of history’s best investors have made their hay by going against the crowd. And in his latest column for Forbes.com, Validea CEO John Reese takes a look at some intriguing new research that contrarian guru David Dreman has published, and a Dreman-inspired strategy that has a strong track record of beating the market. “After […]
Read moreDreman: Best Values in 30 Years
February 1, 2012 2 Comments
Contrarian guru David Dreman says he’s finding stocks as cheap as they’ve been at any time since 1982. Dreman tells Forbes’Steve Forbes that he’s bullish because valuations are low and companies have good cash flows and financial positions that are as strong as they’ve been in years. (A tip of the cap to Zack Miller of Tradestreaming.com for […]
Read moreDreman Likes U.S. & Canadian Markets
January 27, 2012 1 Comment
Contrarian guru David Dreman says he’s finding the biggest investing opportunities right now in North American stocks. Dreman tells Canada’s Globe and Mail that over the long term — the past 25 years — the S&P 500 has basically been in a dead heat with more glamorous foreign markets. And, he adds, “There isn’t a […]
Read moreDreman on How To Combat High-Frequency Trading
January 5, 2012 1 Comment
Contrarian investor David Dreman say high-frequency trading is a “dark vulture” hovering over markets. And in his latest Forbes column, he offers a few tips on how individual investors can elude the beast. “In my forthcoming book, Contrarian Investment Strategies: The Psychological Edge … I detail the dangers of HFT firms that accentuate market movements […]
Read moreGetting Contrarian With The Dreman Approach
December 9, 2011 0 Comments
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 David Dreman-inspired strategy, which has averaged annual returns of 6.3% since its July 2003 inception vs. 2.8% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring […]
Read moreDreman: Look Past the Fear — Now’s the Time to Buy
September 8, 2011 0 Comments
While many investors have been fleeing stocks this summer, David Dreman says it’s a good time to be buying. “No, the market volatility and the seemingly never-ending Fed follies are certainly not what makes me positive on stocks today, but there are some good reasons to be bullish right now,” Dreman writes in his latest […]
Read more
