john reese posts
FeedPosted Feb 24th 2011 10:30AM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, Commodities, Oil, Stocks to Buy

"Ensco PLC (
ESV), a London-based firm which provides offshore drilling services, operates eight ultra-deepwater semi-submersible rigs, as well as 40 premium jackup rigs," notes
John Reese.
The editor of
Validea explains, "The stock, which has a $7.7 billion market cap, gets strong interest from the models I base on the writings of value investor Benjamin Graham. Indeed, the stock earns a 100% rating under my Ben Graham model.
Continue reading Ensco: A Ben Graham Value in Drilling
Posted Feb 2nd 2011 10:30AM by Steven Halpern (RSS feed)
"Many of the best opportunities lie outside the major indices, where a myriad of good stocks can fly under the radar. In fact, isn't a member of the S&P 500 or the Dow," says John Reese.
The editor of Validea explains, "Atwood Oceanics (ATW), a Houston-based offshore oil drilling firm, gets strong interest from both my Benjamin Graham- and Peter Lynch-inspired strategie.
"With a $2.4 billion market cap. Atwood has been a big winner for one of my most stringent -- and most successful -- strategies, the model I base on the writings of the late Benjamin Graham.
Continue reading Atwood Oceanics (ATW): 'Under the Radar'
Posted Oct 8th 2010 11:00AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Stocks to Buy
"Our recommendation for Dollar Tree (DLTR) is based on the investment strategy of growth and value investor James P. O'Shaughnessy," says John Reese.
The editor of Validea explains, "In fact, the stock scores a 100% rating on our screening model used to select stocks for our O'Shaughnessy-based model portfolio.
Reese continues, "Dollar Tree is an operator of discount variety stores offering merchandise at the fixed price of one dollar.
Continue reading Money Grows at Dollar Tree (DLTR)
Posted Sep 16th 2010 1:00PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Stocks to Buy, GameStop Corp (GME)
GameStop (GME), which has jumped in price after announcing a stock buyback, is a new recommendation from John Reese, whose portfolio holds are based on screens developed to reflect the investment strategies of some of the stock's markets most successful investors.
The editor of Validea explains, "This recommendation is based on the P/E/ Growth Investor strategy of Peter Lynch.
"GameStop is a retailer of video game products and personal computer (PC) entertainment software. The company sells new and used video game hardware, video game software and accessories, as well as PC entertainment software, and related accessories and other merchandise.
Continue reading GameStop (GME): A Peter Lynch-Style Buy
Posted Jun 17th 2010 2:00PM by Steven Halpern (RSS feed)
Filed under: Newsletters, CVS Corp (CVS), Stocks to Buy
"Most investors wouldn't give a fund described as 'relatively prosaic, dull, conservative' a second glance; that, however, is exactly how John Neff described the Windsor Fund that he headed for more than three decades," notes John Reese, an advisor who models specific portfolios designed around the stated investing strategies of many of the stock market's most legendary investors.
In his Validea newsletter, Reese explains, "And, while his style may not have been flashy or eye-catching, the returns he generated for clients were dazzling -- so dazzling that Neff's track record may be the greatest ever for a mutual fund manager.
"Over his 31-year tenure (1964-1995), Windsor averaged a 13.7 percent annual return, beating the market by an average of 3.1 percent per year.
Continue reading Ten Top Value Plays: Spotlight on John Neff
Posted Mar 23rd 2010 2:00PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Stocks to Buy

ITT Educational Services Inc. (
ESI), a provider of post-secondary degree programs in the United States, scores "100% on our Warren Buffett sceen," says
John Reese.
The editor of
Validea -- a newsletter that screen stocks based on the stated investment criteria of "legendary" investors -- explains, "This screen assesses stocks based on the stated investment criteria of the legendary investor. Below, we ask 'Is this a Buffett type company?', 'Should I buy at this price?' and also look at some of the specific criteria in which ITT passes the Buffett model."
Continue reading ITT Educational Services (ESI): A Buffett-Style Bet
Posted Jan 4th 2010 8:00AM by Steven Halpern (RSS feed)
Filed under: International Markets, China, Newsletters, Stocks to Buy, China Mobile Limited (CHL), Best Stocks for 2010
This post is part of a special report, Top Picks for 2010, the 27th annual survey in which TheStockAdvisors.com asks the nation's leading advisors for their single favorite stock for the new year. See all 80 stocks listed here.
Validea is an intriguing advisory that bases its stock selections on the known investment criteria of legendary stock market investors.
John Reese explains, "China Mobile Ltd. (CHL) is one of the rare stocks to get approval from three of tour Guru Strategy computer models; it earns top marks from my Warren Buffett-, Peter Lynch-, and James O'Shaughnessy-based models."
Continue reading Top Picks for 2010: China Mobile (CHL)
Posted Aug 14th 2009 11:00AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Chevron Corp (CVX), Commodities, Oil, Stocks to Buy
In his Validea newsletter, editor John Reese picks stocks based on the long-standing strategies of "legendary" investors, including investment stars as Warren Buffett, Peter Lynch, and others known for long-term records of success.
Here, the advisor takes a look at Chevron (NYSE: CVX), based on the investment strategy of leading growth and value investor James O'Shaughnessy.
"O'Shaughnessy's approach, know as the Cornerstone Value Strategy, looks for large, well known companies whose market cap is greater than $1 billion. These companies exhibit solid and stable earnings. CVX's market cap passes this test.
Continue reading Growth & value strategy selects Chevron (CVX)
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