Fundamentally Solid Value Picks in the Spirit of Graham and Doddsville

  In his revered 1984 speech at Columbia Business School, Warren Buffett referred to the strong track records of a group of prominent value investors as follows: “A concentration of winners that simply cannot be explained by chance can be traced to this particular intellectual village.” In other words, writes Validea CEO John Reese in […]

Blending Strategies to Reduce Volatility and Boost Results

No single investment strategy ensures success and, as we have emphasized time and again, zig-zagging from one to another is a futile (and often costly) exercise. In a recent article for Nasdaq, Validea CEO John Reese explains how combining different investment methodologies can reduce overall volatility in a portfolio and lead to improved long-term results. […]

Gold Medal Investing with the Gurus

The world continues to be captivated by the Olympic Games and its requisite fanfare. Competitors from all over the globe have assembled to reap the rewards of hard work, dedication, determination and sweat. In many ways, the Games are a metaphor for investing and the challenges (and rewards) it can present. In a recent article […]

Some Tasty Stock Picks in Organic Foods

Along with the country’s growing interest in eating healthier comes an ever-increasing appetite for organic food. Sales in this segment have grown by double digits every year since 1990 (from $3.6 billion in 1997 to $43.3 billion in 2015), and the segment’s consolidation continues with the recent announcement that French company Danone will purchase WhiteWave Foods (maker […]

Shopping for Dividend Yield Without the Traps

While high dividend yields (yield defined as dividend divided by stock price) are appealing, they become less so if they’re a function of a low stock price that reflects underlying financial weakness. In a recent Forbes article, Validea CEO John Reese says to look for those stocks that show higher-than-average yields along with a history […]