Finding the Cream of the Dow

The milestone of the Dow hitting 20,000 in late January should be taken with a grain of salt, writes Validea CEO John Reese in this week’s Nasdaq. He argues that, given the Dow’s history, the event isn’t really that significant. Starting at its inception in 1896, it took the Dow over a decade to reach […]

Buffett’s Breakfast Benchmark

Having a disciplined, yet somewhat flexible, spending strategy is one insight investors can glean from Warren Buffett’s daily breakfast routine, writes Validea CEO John Reese in a recent issue of The Globe and Mail. Buffett’s plan, he learned from the HBO documentary “Becoming Warren Buffett”, includes choosing from a short list of breakfast options depending […]

Four Retail Stocks That Could Deliver

The retail industry has been under fire lately, grappling with a list of challenges including suffering sales, store closures, and an ever-increasing shift toward e-commerce. In this week’s Forbes, Validea CEO John Reese suggests that battered share prices and historically low valuations in the industry could present opportunities for well-informed investors. Reese outlines important factors […]

Equal Weighting Can Beat the Market

Long term data suggest that investors can beat the market by holding the same stocks as those included in the S&P 500, if given equal weighting. This according to Validea CEO John Reese in last week’s Globe and Mail. Since stocks in the S&P 500 index are weighted according to market capitalization (larger proportions represented […]

Show Me the Money: Six Cash-Rich Stocks

A company’s free cash flow, defined as the amount of money generated from operations less capital expenditures, offers investors a clue as to how well a company can sustain its operations and, subsequently, build wealth for shareholders,” writes Validea CEO John Reese in a recent article for TheStreet. Reese outlines some of the cash flow-related […]

Investing Like Buffett and Soros Could be Within Reach

New research shows that “ordinary” investors may be able to emulate the extraordinary tactics of legends such as Warren Buffett or George Soros by using factor-based strategies. This according to Validea CEO John Reese in last week’s issue of  The Globe and Mail. The study, conducted by AQR Capital Management, compared returns for “superstar investors […]