While many mutual fund managers have hundreds of stocks in their portfolios as a way to diversify away stock specific risk, James K. Glassman says you can get nearly the same…
Feeling Jittery? Get Defensive
Investors have been getting jittery lately, given the specter of US interest rate hikes, China’s problems, and Europe’s lingering concerns. But Validea CEO John Reese says that those thinking of…
Romick Sees Some Value In Big Tech, Russia, and Little Else
Top value fund manager Stephen Romick continues to be wary of the current stock market environment, and has a big chunk of his portfolio in cash. (more…)
Rogers: Wait To Buy Oil
While oil has again been plunging, commodities guru Jim Rogers says he wouldn’t start buying oil – yet. (more…)
Don't Be Afraid To Quickly Sell A Bad Stock -- Buffett Does
Warren Buffett says that his favorite holding period for a stock is forever. But in his latest column for Canada’s Globe and Mail, Validea CEO John Reese says that good…
Don't Be Afraid To Quickly Sell A Bad Stock -- Buffett Does
Warren Buffett says that his favorite holding period for a stock is forever. But in his latest column for Canada’s Globe and Mail, Validea CEO John Reese says that good…
Why Fixed-Income Still Merits A Place In Your Portfolio
While it appears that the 30 year bull market in bonds is ending, bond gurus Chris Ryon and Martin Fridson say that bonds and fixed income investments still have a…
Grantham On The 10 Things That Really Matter
What’s on Jeremy Grantham’s mind? Ten things, and in his second quarter letter, the renowned value investor lays out the lot of them. As usual, Grantham’s areas of interest go…
Muhlenkamp Sees Few Values, Lots of Margin Debt
Value strategist Ron Muhlenkamp says he’s not finding a lot of value in the stock market right now. And while he doesn’t think a recession is around the corner, he…
Doll: Expansion Likely Has Years Left
Nuveen’s Bob Doll says this bull market and economic recovery has been the least believed of his career. But he says that has made for an excellent investment environment — and…