Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Kenneth Fisher-inspired strategy, which has…
Heebner: Stocks Still Very Attractive
Top fund manager Ken Heebner says that, while the market is not as cheap as it was last year, he is still finding US stocks quite attractive. Heebner tells WealthTrack’s…
Herro: Don't Be Afraid To Underperform In The Short Term
Oakmark’s David Herro has beaten the market handily for more than a decade, and in a recent interview with Morningstar, he says that long term thinking and having the courage…
DoubleLine Strategist: Beware The "Walking Dead"
Bonnie Baha, the director of global developed credit at Jeffrey Gundlach’s DoubleLine Capital, says that investors should beware of “zombie retailers”. (more…)
Einhorn Sees Tech Bubble
Hedge fund guru David Einhorn says he sees a bubble in the tech sector, and he’s selectively shorting a basket of tech plays he thinks are very overvalued. (more…)
Nygren Still Sees Value
Bargains may not abound the way they did a few years ago, but top fund manager Bill Nygren says he’s still finding plenty of stocks to buy. (more…)
Why Greenblatt Altered His Approach
While he hasn’t changed his general value investing approach, hedge fund guru Joel Greenblatt has changed the way he implements that strategy. The reason? Many investors just can’t handle the…
More than Just M&A Targets
Investors often get themselves in a tizzy thinking about potential mergers and acquisitions, but Validea CEO John Reese says not to let recent pickups in M&A activity alter your long…
Stattman's Seven Lessons
Dennis Stattman, who has been one of the most successful fund managers in the world, recently reached the 25-year mark at BlackRock’s Global Allocation Fund. And in a piece for…
Paulsen: Economy Could Help Return Greed To Wall Street
Wells Capital’s Jim Paulsen says that while many have been focused on the recent trouble in tech and momentum stocks, the economy has been faring pretty well and may provide…