Fundamental analysis, model portfolios and stock screens based Buffett, Graham, Lynch and other Wall Street Legends. Check out the videos.

In these videos, Validea founder and CEO, John Reese, walks you though the research and tools available on On Validea, you can see how over 6,000 stocks stack up based on 12 different guru strategies. Each model gives you a final score and tells you why the particular stock you are interested in passes or fails […]

Summers Says Trump Presidency Brings Uncertainty

A few weeks ago, former U.S. Treasury Secretary Lawrence Summers said investors are being “far too sanguine about the risks associated with Donald Trump’s incoming administration,” according to a Bloomberg article. Summers, now a professor at Harvard, referred to the changes on the horizon for both foreign and domestic policy as forces creating “extraordinary uncertainty.” […]

Gross Doubts 2% Growth Rate

Billionaire Bill Gross says that the 10-year Treasury yield moving  above 2.6%  is a more important event than the Dow hitting the 20,000 milestone, according to a recent Investment News article. The manager of the $1.8 billion Janus Global Unconstrained Bond Fund argues that a rise to above 2.6% would “mark an end to the […]

Bob Doll’s 10 Predictions for 2017

Nuveen Asset Management’s Bob Doll shared his ten predictions for the coming year in Business Wire: Predictions for 2017 U.S. and global economic growth improves modestly and dollar strengthens (and reaches parity with the Euro); Unemployment drops to its lowest level in 17 years, and wages increase at the fastest pace since the Great Recession; […]

Ritholtz on the Foibles of Forecasting

Barry Ritholtz, columnist and founder of Ritholtz Wealth Management, offers insights on the “problems and investing risks of forecasting” in a recent Bloomberg View. He explains that, because people dislike uncertainty so much, they tend to believe in predictions to create an “illusion of control and stability, where often there is none. Order is created […]

Thomas Lee Expects Market Dip in 2017

Managing partner and co-founder of Fundstrat Global Advisors, Thomas Lee, has changed his typically rosy tune about the direction the market will take in the year ahead, according to a Bloomberg article from last week. Once the “most vocal champion on U.S. stocks,” the article says he is now “its biggest bear.” In a client […]

Zweig Says Fees Should be Linked to Performance

The practice by many fund managers of charging flat fees to clients regardless of their performance isn’t fair to investors, says Jason Zweig of The Wall Street Journal. The tides are changing, he says, but not quickly enough. Federal law allows a mutual fund to raise fees when it outperforms, but only if it lowers […]

Jim Paulsen Sits Between Bull and Bear

Where the market is headed, says Wells Capital Management’s chief strategist, is more like a “bunny” market than a bear or bull. In last week’s Barron’s, Jim Paulsen explains that a bunny market, “doesn’t typically suffer a bear market collapse nor does it rise as fast as a bull market. We expect the bunny to […]

Emerging Market Investor Picks for 2017

Bloomberg News offers a list of popular emerging markets for 2017 and the reasons why investors should be targeting them: Russia: The ruble is a “top bet” for investors that “borrow currencies with low interest rates and buy high yielding ones.” According to UBS Group AG, the ruble’s “carry trade” could potentially return 26 percent […]

Top Fund Managers Cautiously Optimistic on 2017

Notwithstanding the market’s strong run in 2016, many money managers feel uncertain as to the impact of the Trump administration both domestically and globally, according to several Morningstar Medalist managers. Here are highlights of their thoughts: Brian Berghuis, manager of T. Rowe Price Mid-Cap Growth, anticipates some volatility related to the president elect’s “hard-line agenda,” […]

Chasing Dividend Yield Into a Value Trap

In their ongoing pursuit of dividends, investors should be careful not to indiscriminately buy with only dividends in mind, according to strategists at Mellon Capital in this week’s Barron’s. “Building a portfolio of dividend stocks needs to be carried out with precision, research insights, and a meticulous focus on underlying company fundamentals,” the article says. […]

Arnott: Emerging Markets Hold Promise

Although EM stocks have taken a beating in recent years, things may be looking up, writes Validea CEO John Reese in this week’s TheStreet. Reese offers insight from Research Affiliate’s Rob Arnott, who thinks that, notwithstanding swelled valuations (based on Shiller PE ratios), “emerging-market stocks offer an attractive combination of depressed currencies, low valuations and […]

Barron’s: Active Funds Could Make a Comeback

After years of weak performance and a battered reputation, there may be better days ahead for active fund managers, writes Jack Hough in this week’s Barron’s. Investors have been favoring passive funds for years. However, Hough writes, “for tactical investors, the timing might be good for a contrarian move. All that cash pouring into index […]