While many have been declaring that a decline in correlations is heralding the return of a “stock-pickers market”, Investment News’ Jason Kephart says the entire notion of a stock-pickers market…
Rosenberg Talks Tapering, Inflation
Gluskin Sheff’s David Rosenberg thinks stocks will be stuck in a trading range for the next several months, and sees inflation on the horizon. Rosenberg tells Yahoo! Finance’s Breakout that…
Ritholtz Sees Long-Term Value In EMs, Europe
Barry Ritholtz of Fusion IQ and The Big Picture blog says he’s dialing back a bit on U.S. stocks, and making bigger pushes into two unloved areas of the market:…
The Dreman Approach: A Contrarian Guide to Beating the Market
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 David Dreman-inspired strategy, which has averaged annual…
Reese on a Big Oil Stock with Big Upside
In his latest column for Seeking Alpha, Validea CEO John Reese looks at why his guru-inspired strategies think things are looking up for shares of Chevron. Reese says that three…
Paulsen: Market "Digesting" Big Issues
Wells Capital Chief Investment Strategist James Paulsen says that, with the market digesting several major issues, he expects stocks to remain in a trading range for the remainder of the…
Buffett, Berkshire Making Moves
Berkshire Hathaway’s second-quarter trades are out, and Warren Buffett’s firm has been making some interesting moves. Berkshire cut back sharply on two major food-related holdings, slashing its stake in Kraft…
Oberweis On Secular Shifts
Newsletter guru Jim Oberweis says that if you want to find good investment opportunities, keep an eye on secular shifts in the business world. “While some companies succeed by changing…
Wien: Be Cautious
Blackstone’s Byron Wien has been pretty bullish on stocks over the past couple years. But now he’s warning investors to be cautious. In commentary available on Barrons.com , Wien says…
Zweig: Tie Yourself to the Mast -- Or Don't Buy Stocks
With stocks at all-time highs, is it time to bail? Not if you want to make money over the long haul, says Jason Zweig. On the Wall Street Journal’s Total Return…