Top strategist Kenneth Fisher says that when it comes to growth or value, investors should choose both. “Many investors struggle with this because they feel compelled to pigeonhole themselves into one style,” Fisher writes in his Forbes column. “They often pick a strategy simply because it feels right in their gut. Value often smells better […]
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Tag Archives: Kenneth Fisher
Fisher: It’s About Global Growth
May 3, 2013 
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Top strategist Kenneth Fisher says that investors shouldn’t get overly concerned with economic conditions in their home market, because what really will drive stocks is overall global growth — which he says looks pretty good. “It’s natural to obsess about home first, but a mistake,” Fisher says in a recent column for Interactive Investor of […]
Read moreGoing Beyond Earnings With The PSR
April 12, 2013 0 Comments
In his latest column for Canada’s Globe and Mail, Validea CEO John Reese looks at his top-performing Price/Sales Investor investment model, which is based on the research of Kenneth Fisher. “In the stock market, it’s often all about earnings,” Reese writes. “But earnings don’t always tell the whole story. In fact, other yardsticks often provide […]
Read moreFisher: The “Sit-On-Your-Hands” Approach
April 4, 2013 0 Comments
Kenneth Fisher says that if investors really want to help themselves, they should buy stocks — and wait. “What is the most common investor mistake?” Fisher asks in his latest Forbes column. “Trading — getting in and getting out at all the wrong times, for all the wrong reasons. … Most mutual fund buyers, for […]
Read moreThe Piotroski-Based Model: How To Invest Like An Accountant
March 1, 2013 0 Comments
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 Joseph Piotroski-inspired strategy, which has averaged annual returns of 4.5% since its February 2004 inception vs. 3.1% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring […]
Read moreFisher’s Solutions To Five Investing Dilemmas
February 14, 2013 0 Comments
In his latest Forbes column, Kenneth Fisher takes a look at five “common investor dilemmas”, and offers his solutions. “Hundreds of investors ask me questions each year about the dilemmas they confront,” Fisher writes. “Their worst problem? Uncertainty. … My solution is to keep it simple: Buy the stocks of great companies at reasonable valuations.” […]
Read moreFisher: Don’t Give In To Fear
January 10, 2013 0 Comments
Kenneth Fisher says he’s expecting “delicious” returns for the stock market in 2013, though he is growing worried about the Federal Reserve’s loose monetary policies. “The widespread skepticism is hiding a global Goldilocks economy — one that grows not too fast, not too slow and has little inflation,” Fisher writes in his latest Forbes column. […]
Read moreFisher: Don’t Fear The “Fiscal Rolling Plain”
December 20, 2012 0 Comments
Top strategist Kenneth Fisher says the “fiscal cliff” drama is far overblown, and that the overwrought fears about budget cuts and tax hikes are actually a bullish sign. “If there’s no deal, it’s not a crisis. The fiscal cliff is fake,” Fisher says in an interview with Forbes. “A political invention, arbitrarily put at January […]
Read moreFisher Thinks Fed Has Gone Too Far
December 13, 2012 0 Comments
The Federal Reserve’s decision to continue $85 billion per month of Treasury bond and mortgage-backed security purchases amounts to “un-stimulus”, according to Kenneth Fisher. In a piece on Fisher Investments’ MarketMinder, the firm’s Editorial Staff says that, while Fisher and his firm believe that the Fed’s easing policies during and immediately after the 2008 financial […]
Read moreFisher: U.S. Doesn’t Need More Jobs
December 6, 2012 0 Comments
While many have cited job growth as being key to the economy continuing to recover, Forbes’ Kenneth Fisher says that’s “rubbish”. “When I was born, in 1950, manufacturing jobs were nearly a quarter of all U.S. jobs,” Fisher writes. “Now they’re just 9%. Do you want to make things like we did back then?” “It’s […]
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