Augmented Reality Craze and Stock Picks

Earlier this month, Pokémon Go took the augmented reality world by storm, sending throngs of folks into the streets hunting monsters. In his latest article for TheStreet.com John Reese, CEO of Validea, offered his insights on AR, where it’s headed, and the potential opportunities it presents in other industry sectors. The retail sector and social […]

Creativity in Investment Process

A recent article in the CFA Institute’s enterprising Investor explores the role of creativity in investing, highlighting legendary investor Peter Lynch’s comment to “invest in what you know,” but also pointing out that Lynch believed “it was also necessary to support [creative] insights with traditional, in-depth research.” Freelance author Ed McCarthy asks: “Where do creative […]

Is the Next Peter Lynch or Warren Buffett Waiting in the Wings as Value Emerges

Bloomberg reports on the market shifts toward value as “returning to an era when stock pickers reigned,” drawing on comments by Bank of Montreal’s Brian Belski, who said “it’s a Warren Buffet or Peter Lynch-type world where you buy good companies and stick with them.” As Bloomberg puts it, Belski’s comments reflect that “the current […]

Making Friends With Bear Markets

If you are trying to avoid the next bear market, Validea CEO John P. Reese has some advice: Stop trying to avoid the next bear market. In a piece for Forbes.com, Reese cites a recent column from Mark Hulbert, who monitors the performance of hundreds of investment advisors through his Hulbert Financial Digest. Hulbert says […]

Would Lynch, Buffett, and Graham Like Apple, Facebook, and GE?

How do Apple, Facebook, Berkshire Hathaway, and other market giants stack up against the strategies used by history’s greatest investors? In his latest column for Forbes.com, Validea CEO John P. Reese takes a look at how 10 market titans fare, and the results might surprise you. Reese notes that, historically, small stocks have beaten large […]

Top Manager Borrowing From the Peter Lynch Playbook

Putnam manager Jerry Sullivan takes a three-pronged approach to picking stocks, including approaches reminiscent of Fidelity’s Peter Lynch, with whom Sullivan began his career. As a student intern 30 years ago, Sullivan caught Lynch’s eye and was offered a permanent position with Fidelity. He turned it down, but his approach to managing Putnam funds includes […]

Guru Stock Screen of the Week: Lynch Approved Stocks + Low Valuations + Long-Term Earnings Growth + Dividends

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, […]

Peter Lynch And High-Dividend Stocks

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 Peter Lynch-inspired strategy, which has averaged annual returns of 11.2% since its July 2003 inception vs. 6.4% for the S&P 500. Below is an excerpt from the newsletter, along with several recent […]

How Peter Lynch Doubled The Market At Magellan

Every other issue of the Validea Hot List newsletter examines in detail one of John P. Reese’s computerized Guru Strategies. This latest issue looks at the Peter Lynch-inspired strategy, up 10.9% annualized since its mid-2003 inception vs. 6.6% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring stock ideas […]

Beat The Market With Peter Lynch’s Help

In his latest column for Amazon.com’s Money & Markets blog, Validea CEO John Reese looks at how investors can use the wisdom of mutual fund legend Peter Lynch to beat the market. “Lynch is known for his ‘buy-what-you-know’ advice — the idea that average investors can get turned on to new stock ideas by looking […]

Why Apple Isn’t Rotting

In his latest column for Forbes.com, Validea CEO John Reese says that, despite the pounding Apple’s shares have taken in recent months, investors shouldn’t give up on the tech titan.  “Slowing sales growth, two straight quarters of declining earnings, and questions about the company’s post-Steve Jobs leadership have all sent investors heading for the hills, […]

The Lynch Approach: Growth, at a Reasonable Price

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 Peter Lynch-inspired strategy, which has averaged annual returns of 6.6% since its July 2003 inception vs. 4.1% for the S&P 500 (through Jan. 3). Below is an excerpt from the newsletter, along […]

The Benefits of Turnaround Firms

If you are looking for places to invest as the current bull market ages, try turnaround stocks, says The Wall Street Journal’s Jack Hough. Hough says that several turnaround firms — those that have had big problems and are now trading on the cheap — have had big years in 2012. Among them are several […]