Worldwide Research Sites:
US | Canada | South Africa
Actively Managed ETFs:
Validea Funds
Private Accounts:
Validea Capital Management
Investing Insights:
Guru Investor Blog
Validea: Value, Growth, Dividend Stocks    Stock Research - Free Trial   
Home  |   Validea Pro  |   Model Portfolios  |   Rating Changes  |   Blog  |   Hot List  |   Money Management
 Enter Ticker:
 Symbol Lookup
 Free Research
  Rating Changes
  Articles
  Blog
  Videos
  Year End Reports
 Free Weekly Email
Enter Email Address:
 Stock Ideas
  Hot List
  Model Portfolios
  Guru Screener
  Adv. Guru Screener
  Top Industries
 Stock Analysis
  Guru Analysis
  Stock Tracker
  My Portfolio
 Validea Professional
  Trade Alerts
  Pro Portfolios
  Stock Reports
 About Us
  Introduction
  Help
  About John Reese
  Guru Investor Book
  Press Room
 Featured Gurus
  Warren Buffett
  Benjamin Graham
  Peter Lynch
  Joel Greenblatt
  Martin Zweig
  David Dreman
  John Neff
  Kenneth Fisher
  Joseph Piotroski
  Motley Fool
  J. O'Shaughnessy
 Gurus by Style
  Value Stocks
  Growth Stocks
  Dividend Stocks
  Growth/Value Stocks
 Customer Service
  Subscribe
  Contact Us
  Login
 

The Guru Investor Blog

Thoughts, Ideas and Insights from Top Minds in the Investment World
Enter Email Address to Receive Our Free Weekly Blog Update
 
Wed, 10 Feb 2016 1:27 PM

Recent Correction Brings Opportunity says Karabell


In a piece for Barron’s, Zachary Karabell, head of global strategy at Envestnet, argues that recent changes in equities markets should be seen as a normal correction that offers opportunities. He debunks the argument for a bear market with three points. First, he says, that current “global weakness . . . is insufficient to fuel a financial market meltdown,” noting view full post

Share |


Wed, 10 Feb 2016 9:40 AM

Artificial Intelligence Descends into Investment Management World


Wired profiles the rise of artificial intelligence (AI) in investment management. Ben Goertzel’s company, Aidyia, recently began using AI to make real trades. Another company, Sentient, has been making trades according to AI recommendations since last year, according to CEO Antoine Blondeau. AI might be seen as an evolution from the use of complex statistical computer models to inform trades, view full post

Share |


Tue, 09 Feb 2016 1:29 PM

Hulbert: Stay in Equities Through a Bear Market


In his column for Barron's, Mark Hulbert reports that his analysis shows that “the best bear market strategy may very well be to stay 100% invested in equities.” He says that looking at the data on Hulbert Financial Digest-monitored advisors suggests this approach because “each of the top-five advisors for performance since March 2000 is fully invested right now” and view full post

Share |


Tue, 09 Feb 2016 9:28 AM

Technology and a Decline in Economic Growth


Stony Brook finance professor Noah Smith briefly critiques Northwestern University professor Robert Gordon's argument that "the golden days of growth are over" in a recent BloombergView post. Smith summarizes Gordon's recent book as arguing that a few key technological inventions catapulted growth from 1870 to 1970, but that the low-hanging fruit is now gone and so growth has necessarily slowed. view full post

Share |


Mon, 08 Feb 2016 1:33 PM

Top Market Timers Are Bullish


Mark Hulbert reports at Market Watch that, based on his survey, “the stock market timers with the best records are bullish, on balance, while those with the worst records are bearish.” He notes that this remains true when periods ranging from 12-months to 20-years are used to assess performance. Further, “since the stock market over [the last 12 months] has view full post

Share |


Mon, 08 Feb 2016 9:20 AM

"Superstocks" Give Investors a Reason to Invest in Index Funds


A Wall Street Journal blog post by Jason Zweig profiles “superstocks” and suggests they provide a “reason why, for most people, index funds make superior sense.” Zweig notes that 44 U.S. stocks have generated cumulative returns of 10,000% or more over the last 30 years, and borrows the term “superstock” from William Bernstein of Efficient Frontier Advisors to describe stocks view full post

Share |


Fri, 05 Feb 2016 1:55 PM

Value Investor Bill Miller Sees Opportunity in Low Stock Prices


Bill Miller of Legg Mason, a value investor with a strong record, told CNBC’s “Squawk Box” that it is “sort of hard to see why anyone would buy a 10-year Treasury when they could own the broader market at a higher current yield.” He sees “a disconnect between what’s really going on and what the markets are reacting to,” citing view full post

Share |


Fri, 05 Feb 2016 9:35 AM

Margin Debt as Indicator: Bearish Signals Writes Hulbert


In his MarketWatch column, Mark Hulbert highlights the use of margin debt as a market indicator. Margin debt is the total amount investors borrow to purchase stocks. As Hulbert notes, research by Norman Fosback, former president of the Institute for Econometric Research, concludes that “a good long-term indicator can be created by comparing total margin debt with its 12-month moving view full post

Share |


Thu, 04 Feb 2016 1:01 PM

Charles Schwab CIO Liz Ann Sonders Sees the Market Within a Bull Pattern


Liz Ann Sonders of Charles Schwab offered a cautiously bullish analysis of the market at the recent Inside ETFs conference. She cited Sir John Templeton’s statement that “bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.” She sees the current market in the “mature” phase of the bull cycle. “I don’t want to view full post

Share |



Click here to view all the posts on The Guru Investor Blog, a free investing resource brought to you by the team at Validea.com.

 
Disclaimer |  Privacy Statement |  Contact Us |  About Us Fundamental data provided by Reuters

The names of individuals (i.e., the 'gurus') appearing in this report are for identification purposes of his methodology only, as derived by Validea.com from published sources, and are not intended to suggest or imply any affiliation with or endorsement or even agreement with this report personally by such gurus, or any knowledge or approval by such persons of the content of this report. All trademarks, service marks and tradenames appearing in this report are the property of their respective owners, and are likewise used for identification purposes only.

Validea is not registered as a securities broker-dealer or investment advisor either with the U.S. Securities and Exchange Commission or with any state securities regulatory authority. Validea is not responsible for trades executed by users of this site based on the information included herein. The information presented on this website does not represent a recommendation to buy or sell stocks or any financial instrument nor is it intended as an endorsement of any security or investment. The information on this website is generic by nature and is not personalized to the specific situation of any individual. The user therefore bears complete responsibility for their own investment research and should seek the advice of a qualified investment professional prior to making any investment decisions.

Performance results are based on model portfolios and do not reflect actual trading. Returns for both the model portfolios and the comparable benchmarkss do not include dividends. Actual performance will vary based on a variety of factors, including market conditions and trading costs. Past performance is not necessarily indicative of future results. Individual stocks mentioned throughout this web site may be holdings in the managed portfolios of Validea Capital Management, a separate asset management firm founded by Validea.com founder John Reese. Validea Capital Management, which is a separate legal entity and an SEC registered investment advisory firm, uses, in part, the strategies on the web site to select stocks for its clients.