Invest Like Wall Street Legends



Since 2003, our guru strategies have outperformed the market by as much as 455.7%

Guru Based on Return
Motley Fool 637.2%
Benjamin Graham 572.1%
Martin Zweig 477.8%
Peter Lynch 441.1%
Kenneth Fisher 404.1%
James P. O'Shaughnessy 294.4%
Warren Buffett 222.8%
Joseph Piotroski 162.6%
John Neff 155.7%
Joel Greenblatt 124.4%
David Dreman 118.1%

Recent Articles by Validea Founder John Reese

7/16/2018

John Reese Forbes Articles
Forbes

Six Guru-Approved Oil And Tech Stock Buys

The oil and tech sectors are both performing well and presenting opportunities for investors, but in different ways. According to a recent Wall Street Journal article, since the oil-price bottom of January 2016, both the global oil and tech sectors have returned more than 80% (including dividends), widely outperforming the broader market, which gained 53%. But the article explains that the underlying factors differ: the oil sector is following a trajectory of post-crash rebound, while the tech sector has been led to "heady heights by giddy enthusiasm for a bright future." And these divergent factors set decidedly different stages with respect to sustainability.

7/8/2018

John Reese Globe and Mail Articles
The Globe and Mail

Who Says Growth Stocks Can't Be Value Investments?

Stocks of high-growth companies can help investors beat the market but there are some downsides. Often the fast-growth trajectory is already reflected in the price of the stock, making it difficult to distinguish between the real opportunities and the overpriced. And then there are the growth stocks that have morphed into value plays. People tend to look at value and growth strategies as opposites. But they are not as mutually exclusive as that. In some ways, they are phases on the same spectrum."

6/19/2018

John Reese NASDAQ Articles
NASDAQ.com

Four Picks for the Get-Up-Off-the-Mat Value Investor

Where has all the value investing gone? If you go by the traditional definition championed by the late Benjamin Graham and his disciple Warren Buffett-that value investing involves assessing a company's intrinsic value and comparing it to such metrics as price-earnings and price-book ratios--you can see why the strategy has seen years of rough sledding. A recent article in The Wall Street Journal put it this way: "Hunting for cheap stocks has been out of favor for so long that some self-proclaimed 'value' investors are embracing a broader mandate, a potentially costly move in the later stages of an economic cycle."

Validea Hot List Newsletter

7/13/2018

Validea Hot List

Mentally Preparing For the Next Bear Market

Hoping for the best but preparing for the worst is a good rule-of-thumb, a maxim that can help us stay measured and mindful when it comes to dealing with life's inevitable ups and downs. But it can be hard to think about potential downs when the ups have been around for a while--and the current, nearly nine-year-old bull market is a perfect example of that.

6/29/2018

Validea Hot List

Common Mistakes in Factor Investing

Most investors hate admitting mistakes, but those are often the most valuable lessons. Even the world's savviest of investors make them. Avoiding mistakes is not possible in investing. Learning from your mistakes is the key to long-term success.

6/15/2018

Validea Hot List

Don't Give Up On Value Just Yet

Value investors have reason to be impatient. Growth stocks have been clobbering value stocks for some time, and this prolonged bull market and growth stock rally has left even jaded professionals wondering whether the game has completely changed. Despite tech stocks' dazzling performance giving growth stocks a good name these days, it is value stocks that consistently win over a far longer period of time.

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