Quantitative strategy guru James O’Shaughnessy recently gave a primer on Yahoo! Finance’s Breakout on analyzing a company’s earnings and sales. O’Shaughnessy talks about the importance of net income, and why chasing companies with strong sales growth hasn’t been a winning strategy over the long haul. His bottom line: It’s the price you pay for a [...]
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Tag Archives: James O’Shaughnessy
O’Shaughnessy Talks Stock Market Cycles
April 4, 2012
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Quantitative strategy guru James O’Shaughnessy says history indicates that the rest of this decade should at least be a decent one for stocks, and that the 20 years after that should be particularly good. O’Shaughnessy tells Yahoo! Finance’s Breakout that his firm studied market returns over 20-year periods and found that when stocks have outperformed [...]
Read moreOSAM: Shareholder Yield Surpasses Dividend Yield
March 21, 2012
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While paltry fixed-income yields have had investors on the prowl for high-dividend stocks, James O’Shaughnessy’s firm says they should be looking in another place for yield. “Though dividend yield works very well internationally, investors in U.S. stocks should instead focus on shareholder yield, a factor we have long advocated that has provided considerably stronger returns [...]
Read moreO’Shaughnessy Strategy Beats The Market with Growth — And Value
March 9, 2012
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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 James O’Shaughnessy-inspired strategy, which has averaged annual returns of 10.8% since its July 2003 inception vs. 3.7% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring [...]
Read moreWhat Worked In 2011
January 13, 2012
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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 [...]
Read moreO’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 [...]
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