In his latest article for Forbes.com, Validea CEO John Reese takes a look at natural gas stocks, which stand to benefit in the wake of a rise in anti-nuclear sentiment following the events in Japan. “While numerous questions remain about the fallout — both literal and figurative — of the nuclear reactor leaks in Japan, one thing seems certain: The tragic events are increasing anti-nuclear-power sentiment across the globe,” Reese writes. “Given the renewed fears about the use and expansion of nuclear power, it’s quite possible that we’ll see many countries turn away from nuclear endeavors, increasing demand for other […]
Even with the market up more than 90% off its 2009 lows, top fund manager Donald Yacktman says he’s still finding big values in big, blue-chip stocks. “I don’t think the opportunities are anywhere near what they were two years ago,” Yacktman tells Barron’s. “But what is staggering to me is high-quality companies still selling at below-average prices on a [price/earnings multiple] basis, relative to the market. If you buy an above-average business with a below-average price, on average you are going to come out ahead. I have to go back a minimum of 18 years to find blue-chip or […]
Each week, we take a look at which stocks John Reese’s Validea.com 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 downgraded today.
Templeton Asset Management’s Mark Mobius says that he’s still high on Chinese stocks, but that — as in any market — good stock-picking and a disciplined approach are key to making money in that part of the world. “I have heard queries from baffled investors about past underperformance of the Chinese stock market despite the long-term positive outlook for China,” Mobius writes on his blog. “One key factor that I would like to stress is that, as equity investors, we look at individual stocks rather than the market as a whole. There is quite a difference between what’s happening in […]
Reiterating his belief that the U.S.’s stimulus policies will lead to inflation, Warren Buffett says investors should steer clear of long-term American fixed-income investments, because the dollar will not hold its purchasing power over the next decade or two. “I would recommend against buying long-term fixed-dollar investments,” Buffett said at a news conference during his recent trip to India, Bloomberg reports. “If you ask me if the U.S. dollar is going to hold its purchasing power fully at the level of 2011, 5 years, 10 years or 20 years from now, I would tell you it will not. … I […]