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 Peter Lynch-inspired strategy, which has averaged annual returns of 5.3% since its July 2003 inception vs. 3.1% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring [...]
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Tag Archives: Peter Lynch
How to Learn from History’s Best Investors
May 17, 2012
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In an interview with Wall Street Week’s Al Berkeley, Validea CEO and author of The Guru Investor John Reese discusses his guru-based investment approach. Reese also discusses some of the stocks that his Peter Lynch- and Warren Buffett-inspired strategies are high on right now (part 2 available to subscribers only). Among the picks: General Dynamics [...]
Read moreLynch & Buffett: A Dynamic Duo?
March 30, 2012
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Legendary investors Peter Lynch and Warren Buffett have each posted exceptional returns on their own, so what would happen if they teamed up to pick stocks? In a “Number Cruncher” column for Canada’s Globe and Mail, John Heinzl uses Validea Canada’s guru-based screeners to try to answer that question. In January, Globe and Mail put [...]
Read moreThe Two-Headed Guru Portfolio
January 20, 2012
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What stocks would two of history’s greatest investors — Warren Buffett and Peter Lynch — buy today if they teamed up to build a portfolio? In a “Number Cruncher” column for Canada’s Globe and Mail, John Heinzl attempts to answer that question by using Validea Canada’s Buffett- and Lynch-inspired stock screeners. “Warren Buffett and Peter [...]
Read moreFood Stocks for Lynch and O’Shaughnessy to Munch On
January 18, 2012
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With incomes rising in several large emerging markets like China and India and food prices moderating, a number of food-related companies are looking attractive right now, says Validea CEO John Reese. “The Food Institute projects moderating pressure on food price inflation in 2012. It says the all-food Consumer Price Index (CPI) is expected to grow [...]
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 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 Lynch Approach: GARP, PEGs, and Profits
September 16, 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 Peter Lynch-inspired strategy, which has averaged annual returns of 6.4% since its July 2003 inception vs. 2.1% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring [...]
Read moreFive Guru-Inspired Bargains for Any Market
April 20, 2011
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In his latest article for Forbes.com, Validea CEO John Reese looks at the range of opinions about the broader stock market’s current valuation. Reese notes that some, like Yale Economist Robert Shiller, say the market is more than 40% overvalued based on the 10-year P/E ratio. Others, like hedge fund guru Leon Cooperman, say stocks [...]
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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