The commodities boom that occurred in the late 90s and much of the 2000s may be over, but PIMCO thinks that commodities are still a very worthwhile investment going forward.…
Gabelli on Cars, QE, and Bourbon
Value investing guru Mario Gabelli is finding value in some intriguing areas of the market, including the auto and health and wellness industries. Gabelli tells Fox Business Network how he…
Doll Sees Upturn in Stocks, But Not Right Away
Nuveen Asset Management’s Bob Doll thinks the market’s next big move will be higher, but says it won’t happen until earnings and revenue growth pick up. “If global growths improves, the…
Is Middle America the Next Big Emerging Market?
Top economist Nancy Lazar and top strategist Francois Trahan, who recently teamed up to form their own macro-focused firm, are finding opportunities in a new ’emerging market’ you might be…
Forester Worried Tapering Will Lead To Sell-Off
Tom Forester, whose fund was the lone equity mutual fund not to lose money in 2008, says the unwinding of the Federal Reserve’s quantitative easing policies could be a catalyst…
Shiller Talks Valuations, Counters Siegel
Yale Economist Robert Shiller says the market looks overpriced, but not so much so that you should avoid stocks. “I’m not really saying don’t invest in stocks,” Shiller tells CNBC’s…
Beating the Market with Growth ... and Value
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 James O’Shaughnessy-inspired strategy, which has averaged annual…
The Gurus Check Out Telecom Gadgets
Microsoft may have just snatched up Nokia’s handset business, but in his latest column for Forbes.com, Validea CEO John Reese says a number of attractive communications equipment stocks remain. “The…
Two Gurus High on Bank Stocks
Five years after the collapse of Lehman Brothers sparked the financial crisis, many investors still don’t trust bank stocks. Top fund managers Bill Nygren and David Ellison think that is…
Why Sonders Likes the U.S. over EMs
Charles Schwab’s Liz Ann Sonders expected a pause in the bull market this summer, and we got one. But over the longer term, she remains very optimistic on the U.S. …