13 Stocks with Big Dividends — and the Fundamentals to Boot

Earlier this month, The Wall Street Journal had an interesting piece on the challenges — and opportunities — facing income investors. Dividend payouts have dropped dramatically since the market made its big declines last year, with second-quarter S&P 500 dividends coming in $14.3 billion lower than they were a year ago — the largest drop in more than 40 years. June dividends alone for the index were down $6.6 billion, the largest drop on record, the Journal’s Tom Lauricella reports. But there’s another side of the coin: “Dividends are down,” S&P’s Howard Silverblatt told the Journal, “but the market is […]

The Graham Approach: Still Making Hay after 60 Years

Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This week’s issue looks at the Benjamin Graham-inspired Value Investor strategy, which is up more than 26% this year and has averaged annual returns of more than 16% since its July 2003 inception (vs. an average annual loss of 1.4% for the S&P 500). Below is an excerpt from the newsletter along with several top-scoring stock ideas based on the Graham investment strategy. Taken from the June 26, 2009 issue of The Validea Hot List Guru Spotlight: Benjamin Graham Today, many […]

How You Can Be Like Buffett

In every other issue of my investment newsletter, The Validea Hot List, I look in detail at one of the computerized guru models I run on Validea.com. In this week’s issue, I outlined my Patient Investor strategy, inspired by the approach that Warren Buffett has used to become one of history’s greatest investors. Below you will find an excerpt from the newsletter along with a handful of top-scoring stock ideas based on the Buffett investment strategy. Taken from the May 29, 2009 issue of The Validea Hot List Guru Spotlight: Warren Buffett With his humble mid-west beginnings, plainspoken wisdom and […]

The Real Question

(Excerpted from John Reese’s May 15 Validea Hot List newsletter) The big question for the market continues to be whether or not the recent rally is for real. Given the cooling off of the past week or so, the weaker-than-hoped-for April retail sales data, and the fact that we’ve just gone through one of the steepest bounce-back inclines in history, a number of pundits are saying that the run is over. Whether they’re correct or not is anyone’s guess; the market is too fickle in the short term for anyone to know for sure. The question for me thus remains […]

A History of Resilience

The economic news has offered some rays of hope in the past few weeks — surprisingly good bank earnings, unemployment declines, improved capital-raising conditions for corporations — and the markets have responded. Whether the next few weeks will provide the same hopeful signals, however, remains to be seen. But whatever the short term brings, the U.S. will recover from the current crisis and move on to new heights — that’s one of the key issues I delve into in this week’s Validea Hot List newsletter. This isn’t blind optimism. It’s based on extensive historical data, much of which has been […]