Growth and momentum strategies in general ruled the day in 2011. And in a recent RealMoney column, Validea CEO John Reese looks at two growth- and momentum-oriented strategies that performed quite well, as well as a value-based approach that also beat the market by a wide margin. “Value strategies were dogs last year, while growth [...]
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Tag Archives: James O’Shaughnessy
O’Shaughnessy On How To Deal With The “Cruel Beast”
December 19, 2011
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The emotional ups and downs of the past few years have had many investors jumping in and out of the stock market in alternating bouts of fear and relief. Quantitative investment strategy guru James O’Shaughnessy has some advice for them: Stop it. In a column for MarketWatch, O’Shaughnessy and son Patrick O’Shaughnessy write that “volatility [...]
Read moreA Sector For All Seasons
December 9, 2011
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In his latest Forbes.com column, Validea CEO John Reese looks at new data about what sector of the stock market has provided the most bang for investors’ bucks over the long haul. Reese draws from James O’Shaughnessy’s newly updated book What Works on Wall Street. ”From 1968 through 2009, O’Shaughnessy found that consumer staples averaged compound [...]
Read moreWhich Value Metric Offers The Most Value?
December 1, 2011
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Last week we looked at some new data from James O’Shaughnessy’s updated version of his classic book What Works on Wall Street. This week we’ll examine some more of O’Shaughnessy’s findings, including an interesting conclusion about which valuation metrics work best over the long haul. In past editions of What Works on Wall Street, O’Shaughnessy [...]
Read moreNew Data On “What Works On Wall Street”
November 25, 2011
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History has shown that investors who stick to disciplined, fundamental-focused strategies give themselves a good chance of beating the market over the long haul. And one of the investment gurus who has compiled the most data on that topic is James O’Shaughnessy, whose book What Works on Wall Street became something of a bible for [...]
Read moreThe Gurus Go Drilling for Oil (and Gas)
November 17, 2011
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In his latest column for Forbes.com, Validea CEO John Reese takes a look at several stocks from the oil and gas industry. “When it comes to big oil and gas companies and their stocks, it’s hard to look past the negatives,” Reese says, citing BP’s huge 2010 spill, and political and environmental pressures. “But whether you [...]
Read moreO’Shaughnessy: Look to Consumer Staples
November 15, 2011
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Quantitative strategy guru James O’Shaughnessy says that he’s finding value in consumer staples, and that history shows the sector is actually one of the best places to look in most economic climates. ”When you think about it, [it] makes a lot of sense,” O’Shaughnessy tells CNBC. “During hard economic times, people still have to eat, they [...]
Read moreReese on Momentum and Value Working Together
October 31, 2011
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In his latest article for Canada’s Globe and Mail, Validea CEO John Reese says that, while many of history’s greatest investors have been value-focused strategists, momentum can also be a critical part of successful approaches. “In fact, looking for stocks with good price momentum can be a big boost to returns — particularly during certain [...]
Read moreGuru-Inspired Picks from the Ripening Farming Industry
October 20, 2011
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Profits in the agriculture industry are reaching all-time highs, and in his latest Forbes.com article, Validea CEO John Reese offers some ideas for how investors can profit from the surge. “This year, the Department of Agriculture is forecasting record profits for the farming industry, with net farm income topping the $100 billion mark for the [...]
Read moreThe Gurus Take a Ride On A Comeback Industry
October 13, 2011
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In a recent article for Real Money, Validea CEO John Reese takes a look at a couple intriguing stocks in the long-maligned auto industry. “On its knees in 2008 and 2009, the industry is in the midst of a significant comeback, along with the kindred truck industry,” Reese writes. “It should be no surprise to [...]
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