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Articles
Validea founder John Reese
writes regular articles for several leading financial websites, including
Forbes, TheStreet.com, MSN Investor, NASDAQ.com, and the Globe & Mail newspaper in
Canada. Below are some featured articles from these sources. |
Forbes, 3/9/2010
Selling stocks in the middle of a financial crisis and terrible bear market is never a good idea. But because the crisis of 2008 was one of liquidity, and stocks are a liquid asset, many colleges and universities ended up dumping significant portions of their stock portfolios to free up cash. Among them was the school with the largest endowment in the country, Harvard University, whose U.S.-traded stock holdings fell from almost $2.9 billion at the end of the third quarter of 2008 to just $566 million at the end of the fourth quarter, according to filings with the Securities and Exchange Commission. View Full Article
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The Globe and Mail, 3/2/2010
When the United States plunged into a financial crisis in late 2008, Pacific Investment Management Co. LLC bond guru Bill Gross advised investors to "shake hands with the government." That is, Mr. Gross advocated investing in companies that were getting major support, through bailouts or stimulus packages, from the government. View Full Article
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MSN Money, 3/2/2010
Warren Buffett released his year-end 2009 letter to Berkshire Hathaway shareholders over the weekend, and, as usual, the Oracle of Omaha's comments are filled with a good deal of wit and candor -- where else could you hear a Fortune 500 CEO say he enjoys issuing new stock "about as much as we relish prepping for a colonoscopy"? View Full Article
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Forbes, 2/24/2010
In the decade-plus that I've been studying history's most successful investors, I've noticed some key similarities among the stock market's greatest gurus. View Full Article
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NASDAQ.com, 2/17/2010
Throughout his incredibly successful investing career, Warren Buffett has made money investing in a number of different types of companies. He's found big winners in consumer products firms like Coca-Cola; financials like American Express; food-related companies such as Dairy Queen; insurers like GEICO; and many others. View Full Article
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The Globe and Mail, 2/8/2010
Back on July 22, Morgan Stanley announced dreadful second-quarter 2009 results. Earnings per share were negative for the fourth straight quarter, and revenues were less than half of what they were a year earlier.
That same day, Apple posted glowing second-quarter results, with earnings jumping more than 60 percent and revenue rising almost 30 percent. In part because of those strong figures, Apple's stock went on to return 30.9 per cent in the next three months, about double the broader market's gains. View Full Article
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NASDAQ.com, 2/1/2010
Not long ago, the great Warren Buffett said in an interview that "investing is simple, but it's not easy". If that sounds confusing, all you need to do is look at the investing style of Joel Greenblatt to understand exactly what Buffett means.
Back in 2005, Greenblatt, a successful hedge fund manager, published The Little Book that Beats the Market, a small, concise book that shows how investors can produce market-beating returns using a formula that has two -- and only two -- variables. View Full Article
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The Globe & Mail, 1/19/2010
Intense fear at the time may have obscured the fact for many investors, but it's hard to argue that stocks weren't extremely cheap back at the end of March, 2009. U.S. equities were close to 50 per cent off their highs and selling at their lowest levels in more than a dozen years. Canadian stocks were at levels not seen since 2003. And on top of that, interest rates were at or near historic lows, making stocks even cheaper compared to bonds and fixed-income investments. Even well-known, long-time bears such as Jeremy Grantham and Steven Leuthold were calling equities cheap. View Full Article
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The Globe & Mail, 1/12/2010
With the major U.S. and Canadian indexes between 50 and 80 per cent above their March lows, a rising tide has lifted the vast majority of stock market ships in 2009 - though certain types of stocks have really ridden the wave.
One of those areas: so-called junk stocks - those that have the worst balance sheets and fundamentals. According to some analysis, the lowest-quality stocks (based on factors such as earnings history and debt level) have outperformed the highest-quality issues by a greater than two-to-one margin since March. View Full Article
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Forbes, 12/21/2009
The historically low, near-zero interest rates that the Federal Reserve has kept in effect for the past year or so have been a boon for companies and corporate profits as we emerge from the credit crisis of 2008. Those low rates have a dark side, of course: They've made money market accounts useless for those looking to growth their cash and they've also made it tough to find nice yields among investment grade corporate bonds. View Full Article
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The Globe & Mail, 12/17/2009
The holiday gift-buying season is in full swing, with determined shoppers scouring stores and the Internet to try to find the hot-ticket toys and gizmos at the top of their loved ones' lists.
This annual race for the hottest gifts got me thinking about what Peter Lynch wrote in his classic book One Up on Wall Street.
Mr. Lynch - perhaps the greatest mutual fund manager of all-time - offered a tip that he said could give individual investors an advantage over the big guys: Invest in what you know. View Full Article
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Forbes, 12/4/2009
Just as it has been a good year for stocks, 2009 has also been a solid year for commodities. Since mid-February, oil prices have more than doubled, and in more recent months gold and silver have surged.
A big reason for the bullish run in commodities has, of course, been the anticipation of inflation. With the government deficit skyrocketing, notable investors including hedge fund guru John Paulson and the great Warren Buffett have said they see major inflation on the horizon. View Full Article
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