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 [...]
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Tag Archives: James O’Shaughnessy
Reese 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 [...]
Read moreO’Shaughnessy: The Market Is Not The Economy
August 11, 2011
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While fears about the U.S. and global economies are leading many investors to ditch stocks, James O’Shaughnessy’s firm says those fears are reason to embrace stocks, not run from them. “Uncertainty is always uncomfortable,” writes Patrick O’Shaughnessy, James’ son, in new commentary on the firm’s web site. “What we do know, however, is that the [...]
Read moreGuru Strategy Rating Changes: GE on the Move
July 8, 2011
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Each week, we take a look at which stocks John Reese’s Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Today, The James O’Shaughnessy-based model was one of the more active approaches. Here’s a look at its upgrades and downgrades today.
Read moreThe O’Shaughnessy Method: Growth and Value
April 29, 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 James O’Shaughnessy-inspired strategy, which has averaged 10.8% annualized returns since its inception nearly eight years ago, over a period in which the S&P 500 has returned 4% per year. Below [...]
Read moreO’Shaughnessy on How Inflation Impacts Stocks, Bonds
April 14, 2011
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Given the huge growth in monetary supply that the Federal Reserve has overseen in an effort to combat the financial crisis and Great Recession, many top strategists — including Warren Buffett, John Paulson, and Bill Gross — have said that they expect significant inflation to hit the U.S. at some point. And if that’s the [...]
Read moreReese Looks at Top NatGas Stocks
March 29, 2011
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In his latest article for Forbes.com, Validea CEO John Reese takes a look at natural gas stocks, which stand to benefit in the wake of a rise in anti-nuclear sentiment following the events in Japan. “While numerous questions remain about the fallout — both literal and figurative — of the nuclear reactor leaks in Japan, [...]
Read moreReese: Top Picks from the Rebounding Healthcare Sector
March 24, 2011
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In his latest column on Seeking Alpha, Validea CEO John Reese says his Guru Strategies are finding some intriguing picks in the healthcare sector. “For much of the two-year-plus stock market rally, the healthcare sector has been left far behind the rest of the market,” Reese writes. “That’s changed recently. While the rest of the [...]
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