In his latest column for Canada’s Globe and Mail, Validea CEO John Reese looks at his top-performing Price/Sales Investor investment model, which is based on the research of Kenneth Fisher.…
Keeping Fears In Perspective
While many investors remain fearful of another stock market collapse, history indicates that their fears are likely overblown, according to Strategas Research Partners. Strategas’ research found that the S&P 500…
Arnott Still Sees Low Returns Ahead
While stocks have been climbing higher, fundamental indexing guru Rob Arnott of Research Affiliates hasn’t changed his outlook for the coming decade — and it’s not an optimistic one. In…
Nygren: Dividends Will Be Key
In his first-quarter letter to shareholders, top fund manager Bill Nygren of Oakmark says that he’s keying on companies that are putting their cash to work. “Corporations today have unusually…
Nobel Laureate: Debt/GDP Threshold Is "Nonsense"
Nobel Prize-winning Economist Joseph Stiglitz says the U.S. economy is currently operating in “trickle-up” fashion, with increases in wealth going to the wealthiest Americans and middle- and lower-income people struggling,…
Ritholtz Giving Bull The Benefit Of The Doubt
Barry Ritholtz of FusionIQ and The Big Picture blog says he thinks investors “have to give the bull market the benefit of the doubt”, and he remains bullish. Ritholtz tells The…
The Pros and Cons of Different P/Es
When it comes to valuation metrics, Charles Schwab Chief Investment Strategist Liz Ann Sonders says beauty is in the eye of the beholder, and in recent commentary she reviews how…
Tilson Talks Valuations, Profit Margins
Top manager Whitney Tilson says the environment has become tough for value investors, but adds that he’s still finding some bargains out there. “This is not an ideal environment for…
Lynch and O'Shaughnessy Style Energy Picks
In his latest Forbes.com column, Validea CEO John Reese says his Guru Strategies are finding some big bargains among big oil companies, many of which have lagged the market in…
El-Erian: Fed Using Cyclical Medicine To Treat Structural Problem
PIMCO’s Mohamed El-Erian says central banks are continuing down a path that has an incredibly bifurcated set of outcomes. “Rather than step back and ask why (the measures have not…