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 moreAre Stock Prices Already Factoring In An Earnings Slowdown?
Michael Lipper, a former president of the New York Society of Security Analysts, says he thinks stocks are already pricing in a slowdown in sales growth and a decrease in profit margins. “One of the many lessons that I learned from John Neff, who was the great portfolio manager of the Windsor Fund, (now known [...]
Read moreThe Neff Approach: Boring, Dull — and Very Effective
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 John Neff-inspired strategy, which has nearly doubled market since its inception more than seven years ago. Below is an excerpt from today’s newsletter, along with several top-scoring stock ideas based [...]
Read moreTricks for Spotting Neff-Type Bargains
In a recent column for Bloomberg, John Dorfman channels John Neff, who compiled one of the best track records ever while managing the Windsor Fund for more than three decades. “One of Neff’s techniques that I like is scouring the list of stocks that have reached 52-week lows,” Dorfmnan explains. “In his book ‘John Neff [...]
Read moreGuru Strategy 7-Year Report Card: Ben Graham Still on Top
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 moreThe Neff Approach: Low P/Es and Strong Yields Make for Big Profits
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 John Neff-inspired strategy, which has beaten the market by more than 3 percentage points per year since its inception more than six years ago. Below is an excerpt from today’s [...]
Read moreNeff: “It’s Time To Go In”
In a rare interview, retired value guru John Neff — who put together one of the best track records in history over his three-plus decades managing the Windsor Fund — tells Fortune that now is the time to buy stocks.
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October 20, 2011


