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
  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
  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
  Contact Us

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
Fri, 22 May 2015 10:57 AM

What Does Tobin's Q Really Mean?

As the market has climbed higher and higher, many bears have pointed to the elevated “Q ratio” as a reason for concern. But just what does the Q’s high level mean for investors today? A recent Bloomberg piece examined the … Continue reading
Share |

Fri, 22 May 2015 8:52 AM

Dalio's Bridgewater Sees No Bubble Trouble

Don’t count hedge fund guru Ray Dalio’s Bridgewater Associates among the investors who think the stock market is in bubble territory. “We think asset prices are high and, as a result, the future expected returns of passive investing are likely … Continue reading
Share |

Fri, 22 May 2015 8:08 AM

Hulbert: Don't Buy The "Summer Rally"

As summer closes in, many advisers will start claiming that the “summer rally” will be coming with it, says MarketWatch’s Mark Hulbert. But, Hulbert says, don’t listen to them. “The ‘summer rally’ that, like clockwork, [advisers] start referring to around Memorial … Continue reading
Share |

Fri, 22 May 2015 7:02 AM

Mobius: Blame The Internet For Deflation

Deflationary pressures have been at work in the US for some time now, part of why the Federal Reserve has kept interest rates so low. And Templeton Asset Management’s Mark Mobius says the Internet is to blame. Speaking at Morningstar's … Continue reading
Share |

Fri, 22 May 2015 6:42 AM

Herro: There's Value In Europe

Top fund manager David Herro is finding a lot of value in the unloved European region, as well as in Japan. In a recent letter to his Oakmark International shareholders, Herro said he had about 80% of the portfolio in … Continue reading
Share |

Thu, 21 May 2015 4:48 PM

Industry Rankings: Growth Coming From A Variety Of Sources

Every day, Validea uses John Reese’s Guru Strategy investing models to rank dozens of industries using a myriad of financial and fundamental data. The rankings include a value index, a growth index, and an overall index that takes both growth … Continue reading
Share |

Wed, 20 May 2015 12:28 PM

Just What Does The Elevated CAPE Mean?

The cyclically adjusted price/earnings ratio is quite elevated compared to historical standards. Is that bad news for stocks? Charles Schwab’s Liz Ann Sonders says it’s a complicated question. “The CAPE is a great tool to keep in the valuation toolbox … Continue reading
Share |

Tue, 19 May 2015 1:54 PM

Guru Strategy Ratings: BHP Rising, SCHW Falling

Each week, we take a look at which stocks John P. Reese’s Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some of the stocks John’s strategies have upgraded or … Continue reading
Share |

Fri, 15 May 2015 11:51 AM

What Makes Buffett So Good

Just what can individual investors learn from Warren Buffett’s incredibly successful career? In a recent column, The Wall Street Journal’s Jason Zweig takes a look at that question. Zweig says that Buffett’s career has involved “the pursuit of unchanging goals … Continue reading
Share |

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

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 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 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.