In a two-part series for Canada’s Globe and Mail, Validea CEO John Reese shows how chasing hot sectors or regions can lead to big trouble for stock investors. In Part I of the article, Reese looks at several back-tested portfolios to see how investors who tried to jump on stocks in hot-performing regions would have [...]
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Tag Archives: David Dreman
Dreman: Fed Laying Groundwork for “Serious” Inflation
January 7, 2011
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In his latest Forbes column, David Dreman bashes Federal Reserve Chairman Ben Bernanke, and says it’s likely that the Fed’s continued quantitative easing will lead to “serious inflationary repercussions for years to come”. “As an economic elixir, printing money is a sop,” Dreman writes. “With interest rates already extremely low, it is unlikely to sway [...]
Read moreNavellier, Dreman, and Siebert: What to Expect in 2011
December 28, 2010
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Top growth investor Louis Navellier says he’s bullish heading into 2011, and is high on multi-national U.S. firms and technology companies. “I think you can invest in a lot of big company stocks here in the States and feel good about it because such a high percentage of the S&P earnings comes from beyond our [...]
Read moreDreman-Inspired Approach Beats Market by Finding Hidden Gems
November 26, 2010
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In his latest article for Seeking Alpha, Validea CEO John Reese takes a look at his David Dreman-inspired strategy, which is handily beating the market both this year and over the long haul. “While most of the gurus upon whom my ‘Guru Strategies’ are based are contrarians, one stands out among all the others: David [...]
Read moreDreman on Why Not to Rely on CAPM & Beta
September 10, 2010
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In his latest Forbes column, contrarian guru David Dreman says the capital asset pricing model — long a staple of the investing world — should be done away with. The CAPM, Dreman writes, basically says that the only way to outperform in the stock market is to take on more risk, which is usually measured [...]
Read more“Smooth” Recoveries Rarely Occur, Says Dorfman
August 16, 2010
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Growth in manufacturing activity and industrial production have slowed a bit recently, leading many to fear a double-dip recession is coming. But columnist and money manager John Dorfman — one of the few strategists who was offering optimism heading into the 2009 rally — is still optimistic. “One reason these figures don’t shake my confidence [...]
Read moreGuru Strategy 7-Year Report Card: Ben Graham Still on Top
July 16, 2010
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More than three decades after his death, Ben Graham is still beating the market. At least, Graham’s strategy is still handily beating the market, according to Validea.com’s guru-inspired portfolios, the original 10 of which recently hit the 7-year mark in terms of performance tracking. And the results show that Graham, known as “The Father of [...]
Read moreDreman: Time to Seize Opportunities
July 9, 2010
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In his latest Forbes column, David Dreman says fears of Europe’s demise — and an ensuing global economic downturn — are overblown. “It’s as if people were having nightmares of hobnailed Nazi boots filling the streets,” Dreman writes. In the U.S., he says ten-year Treasury yields of 3% demonstrate just how much fear is in [...]
Read moreDreman Finding Value Amid Fear
June 15, 2010
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Contrarian guru David Dreman says that while he expects significant volatility going forward, he’s still finding value in the market. “I think while value is there, we’re all going to have to have much more cast-iron stomachs to be able to go through this,” Dreman tells CNBC. “But at the same time I think stocks [...]
Read moreDreman: Large-Cap Value Still a Good Place to Be
May 7, 2010
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Add another top strategist to the list of those targeting large-cap stocks. In his latest Forbes article, contrarian guru David Dreman says large-caps have been lagging their smaller peers for a decade, and are now cheaper than mid- and small-caps, meaning they are due to outperform. Over the last 10 years, he says, the Russell [...]
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