Buy when others are fearful, Warren Buffett says, and lately, there’s been a lot of fear in markets, thanks to the resurgence of the European debt crisis. So in his Number Cruncher column, Globe and Mail’s John Heinzl takes a look at some Buffett-like bargains using Validea CEO John Reese’s Buffett-inspired Guru Strategy. “Mr. Buffett [...]
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Tag Archives: Warren Buffett
Would Buffett’s Latest Moves Impress The Gurus?
May 21, 2012
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In his latest column for Forbes.com, Validea CEO and author of The Guru Investor John Reese takes a look at how Berkshire Hathaway’s and Warren Buffett’s latest moves stack up against his Guru Strategies — including his Buffett-inspired model. “My quantitative Buffett-inspired strategy is based on the approach that Mary Buffett (his former daughter-in-law) and [...]
Read moreHow 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 moreBerkshire’s Buys & Buffett’s Wisdom
May 15, 2012
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Warren Buffett’s Berkshire Hathaway added at least two new positions to its portfolio in the first quarter, and increased stakes in several other holdings. Berkshire added a 10-million-share new position in General Motors to its portfolio during the quarter, as well as a new 1.6-million-share position in Viacom, according to CNBC. Based on the size [...]
Read moreBuffett Buying As Market Dips
May 8, 2012
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Warren Buffett says the market’s recent declines mean nothing to his investing approach, and says Berkshire Hathaway has been adding to its positions recently. “It really doesn’t make any difference to us,” Buffett said on CNBC’s Squawk Box when asked about the market declining . “We were buying stocks on Friday, and we’ll buy the [...]
Read moreWhat Should Be On Buffett’s Radar?
May 7, 2012
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Warren Buffett has divulged that Berkshire Hathaway recently came close to dealing for a $22 billion company before talks broke down. Buffett declined to identify the target, but in an interview with CNBC, Validea CEO John Reese discusses several stocks that are targets of his Buffett-inspired “Guru Strategy”, which has more than doubled the S&P [...]
Read moreThe Buffett Approach: Invest Like The Oracle
April 27, 2012
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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 Warren Buffett-inspired strategy, which has averaged annual returns of 6.3% since its December 2003 inception vs. 3.4% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring [...]
Read moreReese on Buffett’s “Buy-and-Hope-It-Languishes” Approach
April 11, 2012
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In his latest column for Forbes.com, Validea CEO John Reese explains why Warren Buffett sometimes hopes his stocks languish — and why you should too. “If you are investing in a firm that is in the middle of a share buyback plan, you should root against the stock in the short-term (so long as its underlying business [...]
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 moreHigh-Quality — Not Value — Key To Buffett’s Success
March 30, 2012
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Warren Buffett is known as a value investor, but a recently released research paper has found that most of Buffett’s success over the long term is due not to value investing, but to his focus on high-quality companies. The paper, “Betting Against Beta” (click here for a PDF copy), was authored by Andrea Frazzini of AQR, [...]
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