The Frailty of Market Predictions

The unexpected Brexit vote and Donald Trump’s presidential election victory both occurred despite overwhelming predictions to the contrary, writes John Reese in a recent article for The Globe and Mail. The CEO of Validea illustrates how forecasting in the world of investing is “equally fraught with unpredictable outcomes despite seemingly reasonable expectations.” Reese supports his […]

Stock Picks for All Ages

Reeling in the millennial set is a challenge faced by many U.S. businesses, and the world of investing doesn’t seem to be appealing to this group of tech-focused, well-educated consumers. In this week’s Nasdaq, Validea CEO John Reese explains how Barron’s has created a list of 50 stocks they feel millennials care most about to […]

Greenblatt’s Magic Formula-Worthy Picks

Most investors lack patience and don’t understand underperformance, which motivates them to abandon funds when performance dips—precisely the time they shouldn’t, says Joel Greenblatt, co-founder of Gotham Asset Management. In a recent Forbes article, Validea CEO John Reese explains the fundamentals of Greenblatt’s “Magic Formula,” which uses return-on-capital and earnings yield to identify good companies […]

Emerging Markets on The Rise

After a run of disappointing performance, emerging market stocks are perking up, says Validea CEO John Reese in a recent article for Nasdaq. Since January, this class of securities has gained more than 34% and the upward trend is expected to continue. Reese advises, however, that while the trend is a welcome change for yield-starved […]

Holiday Season Stock Picks

Amid the continued swirl of political rhetoric and speculation about the likelihood and timing of a shoe dropping in the stock market, holiday sales prospects still look good. In an editor’s pick article for Friday’s TheStreet, Validea CEO John Reese discusses this season’s outlook and offers the following five stock picks that could make the […]

Healthcare Picks for the Long Term

While the inner workings of and interactions between the various healthcare industry branches are extremely complex, demand for its products and services is not likely to wane. In an article for this week’s TheStreet, Validea CEO John Reese offers his perspective on industry prospects and identifies four stock picks with good vital signs: Johnson & […]

Buffett’s Affinity for Insurance Stocks

Warren Buffett’s first investment foray into the insurance industry occurred with his purchase of National Indemnity Company in 1967, and his relationship with the sector has grown in spades over the years. In a recent article for Forbes, Validea CEO John Reese offers a brief history of the Oracle of Omaha’s trajectory and perspective on […]

Channeling Buffett and Lynch for Top Stock Ideas

Successful long-term investing is less about finding the next big thing and more about finding well-run businesses with reliable returns and buying those stocks without overpaying, according to a recent article by Validea CEO John Reese for The Globe and Mail. This approach, subscribed to by legendary investors Warren Buffett and Peter Lynch, requires patience […]

Benjamin Graham Inspired Picks

In his book The Intelligent Investor, the “Father of Value Investing” (and Warren Buffett’s mentor) drives home the importance of evaluating a business’s fundamentals before investing. In a recent article for Forbes, Validea CEO John Reese explains the metrics he used  to create his Graham-inspired stock screening model and offers the following high-scoring picks: Genesco […]

Cyclicals in the Lead

As the quest for yield continues, investors are favoring stocks over bonds. However, over the past few months they have shown an increased appetite for stocks that are more sensitive to economic growth—such as financials, energy and technology companies—versus those in the more defensive utility and telecommunications sectors. Validea CEO John Reese shares his insights […]

Cash Rich Stock Picks

The tendency for major corporations to stockpile cash after the financial crisis seemed like a reasonable strategy, but according to recent data reported by FactSet, the trend hasn’t changed much. In his latest article for TheStreet, Validea CEO John Reese outlines some possible explanations and describes how our guru-based investment strategies (particularly that of Warren […]