Peter Lynch And High-Dividend Stocks

Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Peter Lynch-inspired strategy, which has averaged annual returns of 11.2% since its July 2003 inception vs. 6.4% for the S&P 500. Below is an excerpt from the newsletter, along with several recent top-scoring stock ideas from the Lynch-based investment strategy.

Good Companies, Cheap Shares: How To Win With The Greenblatt Approach

Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Joel Greenblatt-inspired strategy, which has averaged annual returns of 10.7% since its late 2005 inception vs. 5.3% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from the Greenblatt-based investment strategy. Taken from the September 12, 2014 issue of The Validea Hot List

The Buffett Model: Patience and Thoroughness

Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Warren Buffett-inspired strategy, which has averaged annual returns of 7.1% since its late 2003 inception vs. 5.8% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from the Buffett-based investment strategy. Taken from the August 15, 2014 issue of The Validea Hot List

Think Like a Contrarian with the Dreman Strategy

Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the David Dreman-inspired strategy, which has averaged 6.5% annualized returns  since its inception more than 10 years ago, beating the S&P 500. Below is an excerpt from today’s newsletter, along with several top-scoring stock ideas based on the Dreman-based investment strategy.

How To Buy Growth Stocks Like Martin Zweig Did

Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Martin Zweig-inspired strategy, which has averaged annual returns of 10.2% since its July 2003 inception vs. 6.3% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from the Zweig-based investment strategy.

Blending Growth And Value With The O'Shaughnessy Approach

Every other issue of the Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the James O’Shaughnessy-inspired strategy, which has averaged annual returns of 9.8% since its July 2003 inception vs. 6.0% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from the O’Shaughnessy-based investment strategy.

The Fisher Approach: The Price/Sales Ratio — and Beyond

Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Kenneth Fisher-inspired strategy, which has averaged annual returns of 13.9% since its July 2003 inception vs. 6.0% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from the Fisher-based investment strategy.

After 68% Gain in '13, Lynch Model Likes These 10 Stocks

Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Peter Lynch-inspired strategy, which has averaged annual returns of 10.0% since its July 2003 inception vs. 6.0% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from the Lynch-based investment strategy. Taken from the March 28, 2014 issue of The Validea Hot List Guru Spotlight: Peter Lynch Choosing the greatest fund manager of all-time is a tough task. John Templeton, Benjamin Graham, John Neff — a number of investors […]

Hot List: The 2014 Outlook

In his bi-weekly Hot List newsletter, Validea CEO John Reese offers his take on the markets and investment strategy. In the latest issue, John examines three key reasons why he remains bullish on stocks as we move deeper into 2014.    Excerpted from the Jan. 17, 2014 issue of the Validea Hot List newsletter Reasons for Optimism While flows into domestic equity funds picked up in October and November, they have since fallen off rather sharply. And, while there are fewer disaster-type fears hanging over investors’ heads, the general mood is far from ebullient, with many expecting a weak year […]

Buy It Like Buffett

Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Warren Buffett-inspired strategy and portfolio, which has averaged returns of 8.0% per year since its inception while the broader market has returned 5.3% per year. Below is an excerpt from today’s newsletter, along with several top-scoring stock ideas based on the Buffett investment strategy. Taken from the November 8, 2013 issue of The Validea Hot List Guru Spotlight: Warren Buffett With his humble Midwest beginnings, plainspoken wisdom and wit, and incredible wealth, Warren Buffett has […]

The Zweig Strategy: A Conservative Growth Approach

Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Martin Zweig-inspired strategy, which has averaged annual returns of 10.8% since its July 2003 inception vs. 5.0% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from the Zweig-based investment strategy. Taken from the October 11, 2013 issue of The Validea Hot List Guru Spotlight: Martin Zweig Gerally, my Guru Strategies have a distinct value bias. The majority of these models — ranging from my Benjamin Graham approach to […]

Beating the Market with Growth … and Value

Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the James O’Shaughnessy-inspired strategy, which has averaged annual returns of 9.8% since its July 2003 inception vs. 5.3% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from the O’Shaughnessy-based investment strategy. Taken from the September 13, 2013 issue of The Validea Hot List Guru Spotlight: James O’Shaughnessy To say that James O’Shaughnessy has written the book on quantitative investing strategies might be an exaggeration — but not much of […]

How John Neff Beat The Market For Three Decades

Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the John Neff-inspired strategy. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from the Neff-based investment strategy. Taken from the April 26, 2013 issue of The Validea Hot List Guru Spotlight: John Neff Most investors wouldn’t give a fund described as “relatively prosaic, dull, conservative” a second glance. That, however, is exactly how John Neff described the Windsor Fund that he headed for more than three decades. And, while his style may not […]

The Zweig Approach: Growth Investing With A Conservative Streak

Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Martin Zweig-inspired strategy, which has averaged annual returns of 8.4% since its July 2003 inception vs. 4.7% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from the Zweig-based investment strategy. Taken from the March 29, 2013 issue of The Validea Hot List Guru Spotlight: Martin Zweig Today’s Guru Spotlight is a bittersweet one. While it’s always interesting and worthwhile to examine the great Martin Zweig’s approach, we’re also […]

Hot List: Embrace The Fear

In his bi-weekly Hot List newsletter, Validea CEO John Reese offers his take on the markets and investment strategy. In the latest issue, John talks about some of the current fears in the market, and why they aren’t deterring him from buying stocks.    Excerpted from the Jan. 18, 2013 issue of the Validea Hot List newsletter Fear Factor The 2013 year has started off with a bang for investors, with the S&P 500 already up about 4% (through yesterday). In many cases, a 4% gain over two weeks would be a sign that investors are feeling pretty good about things. […]