Guru Screen of the Week: Looking for high Book-to-Market Stocks with Sound Fundamentals

This week, we bring you the Stock Screen of the week from Validea. On Validea.com, you can screen for stocks using the site’s Guru Stock Screener, which scores stocks based on the fundamental stock selection criteria of legendary investors. The firm’s models are based on investing legends such as Warren Buffett, Peter Lynch, Benjamin Graham, Kenneth […]

The Piotroski Model: Little-Known Strategist, Big-Time Rewards

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 Joseph Piotroski-inspired strategy. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from the Piotroski-based investment strategy. Taken from the January 3, 2014 issue of The Validea Hot […]

Piotroski-Style Bargains at Home, and North of the Border

In a “Number Cruncher” column for Canada’s Globe and Mail, Ian McGugan takes a look at some overlooked bargain-priced stocks using Validea.com’s Joseph Piotroski-inspired strategy.  “Piotroski, a professor at Stanford University, has discovered that applying a battery of accounting tests to a portfolio of value stocks can improve returns by eliminating ones that are financially […]

The Little-Known Guru Who Beats The Market

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 Joseph Piotroski-inspired strategy, which has averaged annual returns of 6.0% since its February 2004 inception vs. 1.8% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring […]

Piotroski Looks at the Value/Glamour Effect

Joseph Piotroski, the little-known guru who authored an influential paper on how accounting-based financial analysis can lead to big stock market returns, has written a new paper looking at why value and “glamour” stocks tend to perform differently. (A tip of the cap to The Stingy Investor for highlighting this.) The paper, entitled “Identifying Expectation […]

2010 Guru Report: Piotroski Approach Leads Way With 55% Gain

While 2010 was a good year for the broader stock market, it was an even better year for John Reese’s Validea.com Guru Strategies. For the full year, Reese’s guru-inspired 10-stock portfolios returned an average of 19.2%, easily outpacing the S&P 500’s 12.8% return. The best performer was the approach inspired by little-known professor Joseph Piotroski, […]

Little-Known Guru Generates Big Profits

In his latest article for Canada’s Globe and Mail, Validea CEO John Reese takes a look at the Guru Strategy he bases on the writings of Joseph Piotroski, a little-known accounting professor who authored an influential stock-picking paper. “Mr. Piotroski’s approach started with a variable many investors had used before: the book-to-market ratio (the inverse […]