"Sanofi-Aventis (SNY), a pharmaceutical products company, is a buy based on our 'Benjamin Graham value' model," says John Reese who assesses stocks based on the investment criteria of numerous "legendary" investors.

The editor of Validea, explains, "Indeed, the stock earns a 100% score, meeting all of the investment criteria we review in for this value-oriented screen.

Continue reading Sanofi-Aventis (SNY): 100% Score on a Ben Graham Value Model

Sanofi-Aventis (SNY): 100% Score on a Ben Graham Value Model originally appeared on BloggingStocks on Fri, 01 Apr 2011 12:00:00 EST. Please see our terms for use of feeds.

Continue reading Ensco: A Ben Graham Value in Drilling

Ensco: A Ben Graham Value in Drilling originally appeared on BloggingStocks on Thu, 24 Feb 2011 10:30:00 EST. Please see our terms for use of feeds.

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'

Atwood Oceanics (ATW): 'Under the Radar' originally appeared on BloggingStocks on Wed, 02 Feb 2011 10:30:00 EST. Please see our terms for use of feeds.

"Telefonica SA (TEF) is a member of our model portfolio; it meets 100% of the criteria we use in our James P. O'Shanghnessy growth and value model," notes John Reese.

The editor of Validea explains, "The company operates in three business areas: Telefonica Spain, Telefonica Latin America and Telefonica Europe."

He continues, "The O'Shanghnessy approach -- called the Cornerstone Value Strategy -- looks for large, well known companies whose market cap is greater than $1 billion.

Continue reading Telefonica (TEF) Calls Up Growth and Value

Telefonica (TEF) Calls Up Growth and Value originally appeared on BloggingStocks on Mon, 17 Jan 2011 12:00:00 EST. Please see our terms for use of feeds.

"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)

Money Grows at Dollar Tree (DLTR) originally appeared on BloggingStocks on Fri, 08 Oct 2010 11:00:00 EST. Please see our terms for use of feeds.

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

GameStop (GME): A Peter Lynch-Style Buy originally appeared on BloggingStocks on Thu, 16 Sep 2010 13:00:00 EST. Please see our terms for use of feeds.

"Two newcomers to our recommended list come from a sector still dogged by fears -- the financial sector; and interestingly, both specialize in a bit of an unusual type of finance: pawn loans," says John Reese.

Here, the editor of Validea -- which focuses on stocks that meet the investment criteria of some of the market's most successful professional investors -- offers a bullish review of EZCorp (EZPW) and Cash America International (CSH).

"Cash America gets approval from my James O'Shaughnessy-based strategy -- as well as from my Benjamin Graham value investing model.

Continue reading Pawn Power: EZCorp (EZPW) and Cash America (CSH)

Pawn Power: EZCorp (EZPW) and Cash America (CSH) originally appeared on BloggingStocks on Fri, 27 Aug 2010 10:30:00 EST. Please see our terms for use of feeds.

Continue reading Kenneth Fisher Strategy: A Price-to-Sales Portfolio

Kenneth Fisher Strategy: A Price-to-Sales Portfolio originally appeared on BloggingStocks on Thu, 12 Aug 2010 10:00:00 EST. Please see our terms for use of feeds.

"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

Ten Top Value Plays: Spotlight on John Neff originally appeared on BloggingStocks on Thu, 17 Jun 2010 14:00:00 EST. Please see our terms for use of feeds.

Continue reading The Brinks Company: A 'Kenneth Fisher' Price/Sales Value

The Brinks Company: A 'Kenneth Fisher' Price/Sales Value originally appeared on BloggingStocks on Fri, 30 Apr 2010 10:40:00 EST. Please see our terms for use of feeds.

Continue reading Sanofi-Aventis (SNY): A Growth and Value Play

Sanofi-Aventis (SNY): A Growth and Value Play originally appeared on BloggingStocks on Mon, 05 Apr 2010 12:00:00 EST. Please see our terms for use of feeds.

Continue reading ITT Educational Services (ESI): A Buffett-Style Bet

ITT Educational Services (ESI): A Buffett-Style Bet originally appeared on BloggingStocks on Tue, 23 Mar 2010 14:00:00 EST. Please see our terms for use of feeds.

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)

Top Picks for 2010: China Mobile (CHL) originally appeared on BloggingStocks on Mon, 04 Jan 2010 08:00:00 EST. Please see our terms for use of feeds.

In his Validea newsletter, John Reese assesses stocks using specialized screens based on the stated criteria of legendary stock market investors.

One such screen -- which has resulted in his best-performing model portfolio -- is based on the value-oriented investment strategy of Benjamin Graham.

Here, he looks at oil services firm Tidewater (TDW), which scores 100% on his Graham-style model.

Continue reading Tidewater (TDW): A Ben Graham-style buy

Tidewater (TDW): A Ben Graham-style buy originally appeared on BloggingStocks on Wed, 16 Dec 2009 10:50:00 EST. Please see our terms for use of feeds.

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)

Growth & value strategy selects Chevron (CVX) originally appeared on BloggingStocks on Fri, 14 Aug 2009 11:00:00 EST. Please see our terms for use of feeds.

This post is part of a featured report on stocks in the Chinese online gaming sector.

John Reese assesses stocks based on the criteria of a select group of well-known investors with very strong track records of long-term success.

In his Validea advisory, he looks at Chinese gaming stock, Netease (NASDAQ: NTES) based on the investment strategy of Martin Zweig, a long established growth investor. Here's his review.

"Netease operates an interactive online community in China, and is a provider of Chinese language content and services through its online games, Internet portal and wireless value-added services businesses.

Continue reading China online gaming: NetEase (NTES)

China online gaming: NetEase (NTES) originally appeared on BloggingStocks on Sun, 14 Jun 2009 10:00:00 EST. Please see our terms for use of feeds.

One month ago, we featured a special report featuring the favorite China-based stocks among financial newsletter advisors. Since then, the 14 stocks covered in the report have risen an average of more than 15%.

The performance of these stocks -- along with the overall China market -- has far exceeded the 3% gain in the S&P 500 index over the same time period. That report can be viewed here.

Despite these gains, many of the leading advisors remain bullish on China; in particular, several have recently focused on the online gaming sector in Asia. Indeed, Timothy Lutts notes that while the video game market in the U.S. is slowing, the video game market in China is expected to show 20%+ annual growth in coming year.

Continue reading China online gaming: Top advisors' top picks

China online gaming: Top advisors' top picks originally appeared on BloggingStocks on Fri, 12 Jun 2009 16:30:00 EST. Please see our terms for use of feeds.

"Stocks, by just about every long-term valuation measure, are undervalued," says John Reese, who continues to recommend putting money to work in undervalued stocks.

In his Validea newsletter, he selects "undervalued" issues by using screens based on the investment strategies of leading investors such as Peter Lynch, Ben Graham and Warren Buffett. Here's a a look at four current buys in the oil sector.

Reese explains, "If you think you can predict investors' emotional states, or how an unprecedented economic crisis will play out, then go ahead and wait for the bottom. I suffer no such delusions, however.

"Rather than playing the risky game of bottom-calling -- which more often than not leads to investors missing the big initial push of a new bull run -- I'll continue to put money into undervalued stocks.

Continue reading Guru strategies find value in oil sector

Guru strategies find value in oil sector originally appeared on BloggingStocks on Wed, 15 Apr 2009 10:40:00 EST. Please see our terms for use of feeds.

In his Validea newsletter and his just published book Guru Strategies, stock advisor John Reese assesses companies based on the investment strategies of "legendary investors" such as Ben Graham and Warren Buffett.

Recently, the advisor has highlighted two retailers that pass his guru screens: Gildan Activewear (NYSE: GIL) and Jos. A. Bank Clothiers (NASDAQ: JOSB). Here's his contrarian look at the two out-of-favor firms.

"You might never have heard Gildan Activewear, a Montreal-based clothing manufacturer, but you may well have worn its products. Gildan sells T-shirts, sport shirts and fleece to wholesale distributors as 'blanks' -- that is, without logos or decorating. Screen printers then decorate the items with various designs and logos.

Continue reading Guru strategies pick apparel retailers

Guru strategies pick apparel retailers originally appeared on BloggingStocks on Wed, 18 Mar 2009 10:30:00 EST. Please see our terms for use of feeds.

In his Validea newsletter, John Reese selects stocks using the investment strategies of the market's leading gurus, such as Benjamin Graham, John Neff, Warren Buffett, David Dreman, and Peter Lynch.

The advisor, and author of the just-published The Guru Investor, recently ran a screen based on the investment strategy of Kenneth Fisher to find his latest buy recommendation -- Kennametal (NYSE: KMT).

Reese explains, "For decades, the price-to-earnings ratio has been the most widely used valuation measure for stock investors, and a key tool in the arsenals of many of the gurus I follow. ut in 1984, Kenneth Fisher sent a shockwave through the P/E-conscious investment world.

Continue reading Kennametal (KMT): A 'Kenneth Fisher' guru play

Kennametal (KMT): A 'Kenneth Fisher' guru play originally appeared on BloggingStocks on Wed, 25 Feb 2009 13:00:00 EST. Please see our terms for use of feeds.