John Reese is founder and CEO of Validea.com and Validea Capital Management, and portfolio manager for the Omega American & International Consensus funds. Globe Investor has a distribution agreement with Validea.ca, a premium Canadian stock screen service.
There’s more than one way to measure the market
Different metrics can help an investor nail down, as far as possible, the value of a stock
Holiday season is a great time to find small-cap bargains
Focusing on companies with good fundamentals should reap investors a nice early 2012 reward
When a crisis hits, wise investors don’t flee the market
There’s money to be made by refusing to panic and sticking to long-term strategy
Now’s the time to bet on momentum
Yes, value still matters. But a better strategy for this market is to buy the trend setters
After the storm, look for these stocks to shine
Hurricane Irene blew away investors’ liking for insurance stocks. Their share price declines may just have ensured sunnier days ahead
Stocks that even the credit raters like
S&P’s highest rated companies offer some tempting opportunities for investors
Heed Grantham’s warning about resource shortages
Quality stocks that will pay if demand dramatically outstrips supply
Small companies can offer big returns
There are bargains to be had, and solid performance, in firms that fly under analysts’ radar
My favourite free-cash-flow stars
A company that regularly spews money can often be a prized addition to a portfolio. Here are four that pass muster
Bargains abound in beaten-down retail stocks
Fears of consumers snapping shut their wallets prove overblown as many companies in the sector post solid growth
Market Volatility Calculator
See how diversification would have affected the growth of portfolios during any complete bear/bull market cycle between 1968 and 2008. Compare the performance of a diversified portfolio to one made up of stocks only.
Diversification and bear markets
See how diversification would have protected your portfolio during any of the seven bear markets between 1968 and 2009. Compare the performance of a diversified portfolio to one made up of stocks only.
Portfolio growth - historical returns
Compare the growth of a diversified portfolio to stocks, bonds and cash using historical rates of return between 1935 and 2009. Returns can be adjusted for inflation and management expense ratios.
Retirement Calculators
A tale of two RRSPs
An RRSP is the single most effective tool available to help Canadians save for retirement. See how five basic investing strategies can enhance the growth of an RRSP.
