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…
Yardeni: Better Now Than Later
The recent plunge in momentum stocks has some worried, but Ed Yardeni of Yardeni Research says that it may actually be a good sign. (more…)
Where's The Beef? Winters Says The Best Cuts Are On The Sale Rack
Top fund manager David Winters says he’s seeing a lot of strong value stocks selling at great prices in the current market. (more…)
The Moving Average Strategy: Good Results -- If You Have The Discipline
Does a 200-day moving average strategy work over the long term? In recent commentary for the American Association of Individual Investors, AAII Journal Editor Charles Rotblut takes a look at…
Sonders: "High Flyer" Correction Won't Take Market Down
While the recent market turmoil has led some to predict that a new a bear market is coming, top strategist Liz Ann Sonders of Charles Schwab thinks otherwise. “We have…