Don’t believe the hype about falling oil prices being a bad sign. That’s what top economist David Rosenberg says. (more…)
Reese On The "Quality-Value Synthesis"
Many of history’s best investors have been big proponents of investing in “quality” stocks — those that generate high returns on equity and assets, and strong, consistent margins. But Validea…
Herro: Risk-Reward Better For Europe
Looking for places where the risk/reward scenario is most attractive? Top fund manager David Herro says Europe is the place to focus. (more…)
Fisher: Gridlock Is Great
Following this month’s elections, many are fretting about the likely gridlock that will dominate the American political system. But Kenneth Fisher says gridlock is just what markets like. (more…)
HowTo Identify A Moat, Guru-style
In his latest column for Seeking Alpha, Validea CEO John Reese looks at how Warren Buffett — and other gurus — have gone about identifying companies with “economic moats”. (more…)
Cars and Cards for Berkshire, Buffett In Q3
Warren Buffett’s Berkshire Hathaway significantly upped its stake in both Visa and Mastercard in the third quarter, while also ramping up its investment in embattled automaker General Motors. (more…)
Greenblatt: Why I Changed Strategies
Why did top strategist Joel Greenblatt change his investment strategy from a highly concentrated one to one that invests in hundreds of stocks? That is one of the many interesting…
Buffett Thinks Duracell Has Power Left
Batteries aren’t exactly a sexy business, but Warren Buffett sees value in them, with his Berkshire Hathaway this week announcing it will acquire Duracell from Procter & Gamble. (more…)
Small Caps for a Strong Dollar Environment
The U.S. dollar has been red-hot lately, and some of the drivers behind its ascent may be in place for the longer term. That could mean good times for US…
Goldman's Cohen Sounding Bullish
Goldman Sachs’ Abby Joseph Cohen says the improving economy makes for a bullish outlook for equities. Cohen tells Bloomberg Surveillance that with the economy growing at about 3% and corporate earnings…