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 [...]
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Tag Archives: Peter Lynch
Food 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 [...]
Read moreA Guru-Inspired Look at Top Canadian Stocks
January 27, 2011
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In Canada’s Globe and Mail, David Parkinson takes a look this week at Validea Canada’s guru-inspired investment strategies. “One of the problems with pursuing a specific investing strategy — even one supported by the proven successes of one of the most revered investing minds on the Street — is that it rarely works best in [...]
Read moreReese on How to Dig Up Hidden Gems Like Lynch
October 11, 2010
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Many investors are drawn to stocks of companies that come from exciting, booming industries or that have catchy names and flashy new products. But mutual fund legend Peter Lynch prized a much different set of qualities in his investments, and in his latest article for NASDAQ.com, Validea CEO John Reese takes a look at some [...]
Read moreGlobal Value Picks Buffett, Graham & Lynch Might Like
September 29, 2010
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In his latest article for Forbes.com, Validea CEO John Reese says the high levels of fear in the market are creating a variety of opportunities around the globe for disciplined value investors. “A double-dip recession, tax hikes, a U.S. budget crisis, a European debt contagion — these are just a few of the fears now [...]
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