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 [...]
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Tag Archives: Peter Lynch
Reese 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 [...]
Read moreGuru Strategy 7-Year Report Card: Ben Graham Still on Top
July 16, 2010
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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 moreEllison on Small Banks, Lynch Lessons
July 12, 2010
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David Ellison, the financial sector fund manager who sidestepped much of the 2008 and 2009 market plunge by moving to a heavy cash position, is now seeing plenty of opportunity in financials — particularly in smaller banks. “We’re in the process of going from ugly to OK in banking,” Ellison, whose two funds have handily [...]
Read moreLynch-Inspired Model Far Outpacing Market
June 25, 2010
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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 7.6% annualized returns since its inception nearly seven years ago, in a period in which the S&P 500 has returned just 1.0% per year. [...]
Read moreEllison Continues to Find Attractive Financials
March 29, 2010
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David Ellison, the fund manager and Peter Lynch disciple who sidestepped much of the financial sector meltdown and then turned bullish on the sector shortly before the March 2009 low, is keying on stable, deposit-taking banks. “I am looking for companies that have stable deposit franchises,” Ellison, whose funds focus on the financial sector, tells [...]
Read moreHow to Buy Like Buffett & The Gurus
March 22, 2010
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In a new piece for Barron’s, Mike Hogan details how investors can learn to invest like Warren Buffett, Benjamin Graham, and other investing greats through Validea.com’s guru-based research system. “If you’d like to get in on some of Berkshire [Hathaway]‘s future gains but don’t have the $125,000 price of a ticket, you can, at least, [...]
Read moreUsing Free Cash Flow Yield, Lynch- and Berkowitz-Style
February 25, 2010
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In his latest Forbes.com article, Validea CEO John Reese takes a look at stocks that might interest two of history’s top investors, Peter Lynch and Bruce Berkowitz. Reese notes that Berkowitz — Morningstar’s domestic fund manager of the decade — focuses his analysis on “free cash flow yield”. Free cash flow is essentially the cash [...]
Read moreLynch: This Is “Extraordinary Period” for Investing
February 19, 2010
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In an exclusive interview with Israel’s Globes, mutual fund legend Peter Lynch says he thinks the past ten years have been an anomaly for the stock market, and that we are currently in an “extraordinary period” for stock investing. “The significance of the lost decade is very simple,” Lynch said, referencing the term some have [...]
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