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. …
Spinoffs, Buybacks, and Splits -- Oh My!
Spinoffs, share buybacks, stock splits, insider purchases — investors’ ears often perk up at the mention of these corporate moves. But are they really reliable stock indicators? In a recent…
What Keeps Siegel Up At Night
In a column for Kiplinger’s, the bullish Jeremy Siegel talks about what he sees as threats to his upbeat outlook. Siegel cites a couple risks whose impacts would go far…
The Wrong Lesson Learned From The Financial Crisis
It’s been nearly five years since the financial crisis of 2008 hit, and MarketWatch’s Chuck Jaffe says investors have learned some lessons from the crisis — the wrong lessons. The…
Mobius: Emerging Markets Still Look Good for Long Term
While emerging markets have taken their licks this summer, Templeton Asset Management’s Mark Mobius says the declines offer more of a buying opportunity than a sign of long term trouble…