David Herro has been one of the top fund managers in the world for over a decade, and he says emerging markets are looking overvalued even after recent declines. (more…)
Ritholtz: Just Do Nothing
Investors spend a lot of time worrying about — and often acting on — the latest economic reports. But Barry Ritholtz says what they most often should do in such…
Guru-Approved Economic Moat Stocks
In his latest for Nasdaq.com, Validea CEO John Reese looks at the “economic moat” concept that helps guide Warren Buffett’s investment approach. (more…)
Winters: "Everybody I Know Who's Rich" Focused On Long Term
While many investors are shying away from global stocks, top value manager David Winters is quite high on them. Winters tells WealthTrack’s Consuelo Mack that the pessimism on emerging markets…
Sonders: Conditions Aligning For Capex Turnaround
US companies are sitting on record amounts of cash, and when they’ve put cash to work over the past few years they’ve tended to do so through buybacks and dividends…
Will Big Mo Be Back?
Momentum stocks have been hit hard lately, but long term data indicates you shouldn’t give up on them, according to Barron’s. (more…)
Hulbert: Don't Fear The Flattening
Much has been made recently of the flattening yield curve. But Mark Hulbert says the data indicates the flattening isn’t a major trouble sign. (more…)
Top Income Investor Still Likes Equities
Ed Perks, whose Franklin Income Fund is in the top 2% of funds in its class over the past five years and the top 4% over the past ten years,…
Miller Talks Risk Aversion, Active Share, And Housing
Bill Miller beat the market for a record 15 years before getting hit hard in the financial crisis. Since then he’s again been producing exceptional returns, and he recently offered…
Why High Small-Cap P/Es Might Not Be So Bad
Small-cap valuations are quite high these days, but newsletter guru Jim Oberweis says there may be good reason for that: institutional investors being “desperate” to reach pension fund goals. (more…)