Over the past few years, investors have poured into low-yielding Treasury bonds, perceiving them as the safest place to be during the global economic tumult. But, according to Warren Buffett, bonds are one of the most dangerous places for investors to put their money over the long term — and that’s not going to change. [...]
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Tag Archives: Warren Buffett
The 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 moreWhat Worked In 2011
January 13, 2012
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Growth and momentum strategies in general ruled the day in 2011. And in a recent RealMoney column, Validea CEO John Reese looks at two growth- and momentum-oriented strategies that performed quite well, as well as a value-based approach that also beat the market by a wide margin. “Value strategies were dogs last year, while growth [...]
Read moreBuffett-Style Tech Picks
December 29, 2011
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Could Warren Buffett be on the lookout for more tech stocks? That’s a question that Validea CEO John Reese examines in a recent article for Canada’s Globe and Mail. “Not long ago, that question would have seemed foolish. Warren Buffett avoided investing in technology companies, saying that the nature of their businesses did not allow [...]
Read moreWhat Buffett Sees In The Newspaper Biz
December 5, 2011
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Warren Buffett created a stir with Berkshire Hathaway’s recent acquisition of the Omaha World-Herald, with his firm venturing into an industry that has numerous questions swirling around it. Just what did Buffett see in buying the Nebraska newspaper? Last week, he explained his logic to World-Herald shareholders. Accoridng to the World-Herald’s Steve Jordon, Buffett said [...]
Read moreFive More Tech Sector Plays for Buffett
November 25, 2011
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In his latest article for Seeking Alpha, Validea CEO John Reese says that Warren Buffett’s recent IBM buy actually isn’t all that out of character for the tech-wary Buffett — and says other “Buffett-esque” tech stocks are out there right now. “While Buffett’s IBM move was surprising given [his previous tech sector] comments, it wasn’t [...]
Read moreBuffett On The Prowl in Japan
November 21, 2011
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Warren Buffett is looking for investment opportunities in Japan, saying that neither the huge earthquake that devastated the country earlier this year nor the recent scandal surrounding Olympus Corp. have soured him on Japanese firms. “There are lots of opportunities in Japan,” Buffett said during a visit to the country to visit a tool-making company [...]
Read moreBuffett Bullish on Big Blue, Says Housing in “Depression”
November 14, 2011
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Warren Buffett’s Berkshire Hathaway has taken a 5.4% stake in tech sector giant IBM, and he remains upbeat on equities over the long haul, though he says a “depression” in the housing sector is holding back the economy. Buffett tells CNBC that IBM has done a very good job of publicly laying out goals and [...]
Read moreBerkshire’s Q3 Buying Binge Involved Broader Focus
November 9, 2011
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Warren Buffett’s Berkshire Hathaway invested almost $24 billion in the third quarter, the most it has invested in 15 years, Bloomberg reports. Interestingly, Berkshire’s investments went well beyond the consumer and financial sectors that the company usually focuses on. According to Bloomberg, the firm increased “commercial, industrial and other” holdings by 62% on a cost [...]
Read moreThe Strategy Behind Buffett’s Success
October 27, 2011
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In an interview with CNBC, Validea CEO John Reese talks about his Warren Buffett-inspired strategy, and some stocks it’s high on right now. Reese explains how his model uses Buffett-based criteria to pick stocks, including earnings persistence — it looks for firms that have a 10-year history of consistently upping annual earnings. He also talks [...]
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