Seeking Alpha

John Reese

 
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  • Be Imperfect When You Pick Stocks
    Wed, Aug. 20 CTSH, EBIX, EDU 3 Comments

    Summary

    • Many investors think that great stock-pickers are right far more often than they are wrong.
    • The truth is that making money on a little over half your picks usually leads to very strong returns.
    • By accepting that you'll be wrong on a good amount of your picks, you don't panic when some picks miss the mark, letting you stick to a long-term plan.
  • The Truth Behind Stock Prices
    Mon, Aug. 4 BASFY, CVX, K 12 Comments

    Summary

    • On a day-to-day basis, a myriad of factors drive stock returns.
    • Over the long term, a couple factors stand out in terms of stock return drivers, however: dividends and inflation.
    • Here are five picks that have solid dividends and the pricing power to keep up with inflation.
  • Greenblatt's Magic Formula: Quite Simple, But Far From Easy
    Fri, Jul. 18 BCR, EBIX, GME 3 Comments

    Summary

    • Joel Greenblatt's "Magic Formula" is one of the most elegant, simple investing approaches you'll find, using just two variables.
    • But the trick with the Greenblatt approach is staying disciplined when the strategy underperforms -- that's the hard part.
    • If you stick with it, the results show you can net some big gains.
  • Buy What You Know - But Do Your Homework, Too
    Wed, Jul. 9 AAPL, BWLD, GPS 6 Comments

    Summary

    • Mutual fund legend Peter Lynch said individual investors can "buy what they know" to get a leg up on professional investors.
    • But Lynch also warned that you shouldn't buy stock in a firm just because you like its products; you also have to do thorough fundamental and financial analysis.
    • Here are five stocks with popular products or services you probably know, and which also have strong fundamentals.
  • Buffett, Piotroski, And An Inflation-Beating Approach
    Fri, Jun. 20 LPL, PII, RIG 12 Comments

    Summary

    • While inflation hasn't kicked in since the Federal Reserve started quantitative easing, some signs are that it's finally picking up.
    • Warren Buffett years ago laid out a recipe for how companies can beat inflation.
    • Buffett's recipe was quite similar to my Joseph Piotroski-based model's criteria, so the model should be a good place to look for inflation-beating stocks.
  • Skies Look Friendly Once Again For (Some) Airline Stocks
    Mon, Jun. 9 ALK, CPA, DAL 6 Comments

    Summary

    • Since being deregulated in the late 1970s, a myriad of bankruptcies has made the airline industry a dangerous place for investors.
    • Some airlines have fared quite well in recent years, thanks to innovative thinking.
    • Many airlines are still loaded up with debt, so you need to be selective in picking airline stocks.
  • Have The Market Jitters? Try Some Earnings All-Stars
    Wed, May. 28 BWLD, FDS, GWW Comment!

    Summary

    • A number of factors have investors feeling jittery about the economy and stock market.
    • Given how bad investors tend to be at market timing, jumping in and out of the market is very risky.
    • If your fears are getting the best of you, consider focusing on some "all-weather" stocks rather than bailing on the market.
  • Five Retailers That Are Alive And Kicking
    Mon, May. 12 BBBY, BKE, FL 4 Comments

    Summary

    • The Federal Reserve's loose money policies have enabled many weak firms to stay alive longer than they should have.
    • Retailers have been one of the big beneficiaries.
    • With QE winding down, it's time to be very discriminating when buying shares of retailers.
  • For FutureFuel, The Future Is Now
    Sat, Apr. 26 FF 11 Comments

    Summary

    • Small growth stocks have gotten hit hard this year, but FutureFuel has bucked the trend.
    • The firm has been growing earnings and revenues at a stellar clip.
    • Its strong balance sheet also earns it high marks from several of my guru-inspired models.
  • 5 Stocks - Including Apple - With Moats To Keep The Competitors Out
    Tue, Apr. 8 AAPL, CA, MYGN 4 Comments

    Summary

    • Warren Buffett says good businesses have "economic moats" that give them a durable advantage over competitors.
    • Moats can include strong brand recognition, size that enables economies of scale, and high switching costs.
    • Here are five "moat" stocks that get approval from my Guru Strategies.
  • Amid Weak Expectations, AGCO Looks Like A Strong Buy
    Tue, Mar. 25 AGCO 9 Comments

    Summary

    • My Guru Strategies are triggering a Trade Alert on AGCO shares.
    • The stock has struggled amid falling food commodity prices.
    • But its fundamentals are strong, and it has been diversifying into emerging areas.
    • With expectations low, it's a good time to buy.
  • WSFS Financial: A 'GARP' Financial Stock In The Peter Lynch Mold
    Tue, Feb. 25 WSFS Comment!
  • Finding Contrarian Plays In A Not-So-Cheap Market
    Wed, Feb. 12 GME, HFC, NOV 2 Comments
  • Why HCI Is Still A Buy After Last Year's Gains (And Last Week's Losses)
    Wed, Jan. 29 HCI 23 Comments
  • The January Effect And Your Portfolio
    Dec. 20, 2013 DHX, MED 2 Comments
  • Forget Bubbles: Bargains Abound In This Overlooked Industry
    Nov. 27, 2013 AGCO, CAT, JOY 5 Comments
  • Why Coach Is Still A Nice Accessory For Your Portfolio
    Nov. 13, 2013 COH 4 Comments
  • The Time May Be Right For The Zweig Strategy
    Oct. 29, 2013 AFSI, CTSH, DKS 5 Comments
  • Embrace The Headwinds For HollyFrontier
    Oct. 17, 2013 HFC 21 Comments
  • 5 International Stocks Offering Big Value In Fearful Times
    Sep. 1, 2013 ACN, CEO, NTT 5 Comments
  • Why Chevron Is A Buy
    Aug. 14, 2013 CVX 14 Comments
  • Beware The Tale Of The Tapped-Out Consumer
    Aug. 1, 2013 COH, GCO, MW 2 Comments
  • Why HCI Group Is A Good Bet To Weather Storms
       • Jul. 18, 2013 HCI 3 Comments
  • Why My Guru Strategies Think ZAGG Is A Big-Time Buy
       • Jun. 22, 2013 ZAGG 2 Comments
  • The Brady Bunch Market
    May. 25, 2013 ATK, GCI, JOY 1 Comment
  • Got Growth? These 5 Stocks Do
    May. 7, 2013 EPAM, MWIV, PNRA Comment!
  • 5 Guru-Inspired Transportation Stocks
    Apr. 18, 2013 CHRW, JBHT, KSU Comment!
  • 3 Buy-And-Hold Strategies That Beat The Market-Timers
    Mar. 28, 2013 GEOS, GES, HCI 13 Comments
  • 5 Stocks For Jittery Investors
    Mar. 13, 2013 ACN, LNT, MDT Comment!
  • Why Too Much Portfolio Watching Is Hazardous -- And Unnecessary
    Feb. 27, 2013 ATK, GEOS, LEA 9 Comments
  • 4 Guru-Inspired Picks That Are Putting Cash To Work
    Feb. 26, 2013 CACI, COP, ORLY 1 Comment
  • Five Unloved Oil Plays For Contrarian-Minded Investors
    Feb. 1, 2013 CVX, E, PSX 5 Comments