John Reese is founder and CEO of Validea.com and also co-founder of Validea Capital Management, a separate account asset management firm serving individuals and institutions. John sub-advises the Omega Consensus American and International Equity Funds offered in the Canadian market. He holds... More
In the past week, two of the most successful gurus I follow — GMO’s Jeremy Grantham and Gotham Capital’s Joel Greenblatt — have said that they are seeing a lot of value in “high-quality” stocks, as opposed to the junk-type stocks that have led the recent market surge.
Often times, investors get the idea that beating the market requires complicated strategies, whether in the form of complex mathematical formulas or highly technical timing mechanisms. Others assume that an investor needs to have some sort of specialized, inside knowledge or God-given natural ability to produce strong returns over the long run.
The Institute for Supply Management has released its latest services sector report, and the results were encouraging: The group’s non-manufacturing index indicated that service sector activity expanded in September for the first time in almost a year.
One of the many impacts of last year’s market meltdown was the huge shakeup to stocks’ style box classifications. With most stocks losing a quarter to half of their value — and some of the largest companies being decimated — definitions for “large-cap”, “mid-cap”, and “small-cap” were turned on their heads. And, writes Investment News’ Jeff Benjamin, that appears to have given smaller money managers and individual investors an advantage over big investment firms.
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.
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.
Grantham & Greenblatt See Value in "Quality"
In the past week, two of the most successful gurus I follow — GMO’s Jeremy Grantham and Gotham Capital’s Joel Greenblatt — have said that they are seeing a lot of value in “high-quality” stocks, as opposed to the junk-type stocks that have led the recent market surge.
More »Greenblatt on His Strategy: It's All about Discipline
Often times, investors get the idea that beating the market requires complicated strategies, whether in the form of complex mathematical formulas or highly technical timing mechanisms. Others assume that an investor needs to have some sort of specialized, inside knowledge or God-given natural ability to produce strong returns over the long run.
More »10 Picks for a Service Sector Turnaround
The Institute for Supply Management has released its latest services sector report, and the results were encouraging: The group’s non-manufacturing index indicated that service sector activity expanded in September for the first time in almost a year.
More »'08 Plunge Gives Individual Investors Big "Small" Advantage
One of the many impacts of last year’s market meltdown was the huge shakeup to stocks’ style box classifications. With most stocks losing a quarter to half of their value — and some of the largest companies being decimated — definitions for “large-cap”, “mid-cap”, and “small-cap” were turned on their heads. And, writes Investment News’ Jeff Benjamin, that appears to have given smaller money managers and individual investors an advantage over big investment firms.
More »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.
More »The Gurus and the Little-Known Shipping Metric
Time magazine recently had a piece on “the least known key economic indicator” — the Baltic Dry Index.
More »Latest Followers
Posts by Ticker
Latest Comments
Most Commented
Posts by Themes
Instablogged Stocks
Latest Instablog Posts
-
1
-
2
-
3
-
4
-
5
See all Latest Instablog Posts »Top Instabloggers
-
1
-
2
-
3
-
4
-
5
See all Top Instabloggers » Top StockTalkers »