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  1. UPDATE: Herbalife sinks on disappointing results; Darden gains

    UPDATE: Herbalife sinks on disappointing results; Darden gains

  2. Growth vs. Value? It’s Not an Either/Or

    The stocks mentioned in this article be holdings in the managed portfolios of Validea Capital Management, a separate asset management firm founded by Validea.com founder John Reese. Validea Capital Management, which an SEC registered investment advisory firm and a separate company from Validea.com, ...

  3. What's the Market Really Worth?

    An update on the valuations of major indexes.

  4. GameStop and Our Long-Term, Contrarian Investment Approach

    William Partners LP WPZ is expanding again, buying the rest of the Williams Four Corners gas midstream facility that it does not already own. Williams Partners plans to buy the remaining 74.9% interest from its parent, Williams Companies WMB, for $1.223 billion. The company expects to complete this ...

  5. Our Outlook for Consumer Cyclical Stocks

    Slower consumer growth in 2012 is not fully reflected in valuations, and we remain selective and focused on structural winners.

  6. Specialty Retail: Ad Hoc Opportunity

    Each specialty retail segment is not like the others; our analysts have scoured the industry’s credit offerings to find the best deals.

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