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
It's very difficult to generate attractive long -term capital appreciation if you try to protect against short-term market volatility, says Third Avenue Value's Ian Lapey.
Morningstar's Dave Sekera doesn't see a repeat of 2008's bond market turmoil, but bonds are pricing in a low- to no-growth scenario for the U.S. economy.