Legendary value investor Martin Whitman says Wall Street has it all wrong when it comes to investing. Whitman tells WealthTrack’s Consuelo Mack that the Street overemphasizes earnings, short-term issues, macroeconomics,…
Sonders on the Great Rotation, and the Good Ol' Days
Could the pre-financial crisis “glory days” return for U.S stocks? That’s a question that Charles Schwab’s Liz Ann Sonders tackles in recent commentary on Schwab’s site. Sonders discusses the “great…
Examining a Growth Strategy Up 60%+ this Year
In his latest column for Nasdaq.com, Validea CEO John Reese says that at this stage in the bull market, high-quality growth stocks look attractive. “When you get deeper into a…
Siegel: Stocks Still Look Good
Author and Wharton Professor Jeremy Siegel says it is still a “very favorable climate” for equities. Siegel tells CNBC that a lack of major economic uncertainties should continue to push…
Worried About Earnings? Try Some Other Value Metrics
Market price/earnings ratios have been rising and profit margins remain at levels that some say are unsustainable. But Validea CEO John Reese says investors who are growing distrustful of earnings-based…
Forester: More than Meets the Eye in Housing
Fund manager Tom Forester, who was the only equity fund manager to make money in 2008 when the housing and financial crises rocked markets, says issues still lurk beneath the…
Nygren Talks Value
Bill Nygren, whose Oakmark Select fund is in the top 2% of its peers over the past 5 and 15 years, recently talked with CNBC about his approach and some…
Herro Keying on Developed Market Blue Chips
Top fund manager David Herro is continuing to find value in developed markets like America, and little opportunity in developing areas. Herro tells Bloomberg Surveillance that overall global stocks look…
How Greenwald Values Stocks
In a wide-ranging interview, value investing guru and Columbia Professor Bruce Greenwald recently talked with the Motley Fool about a variety of issues, including the current state of the market…
An Oil Refiner for Graham, Fisher & Greenblatt
In his latest article for Seeking Alpha, Validea CEO John Reese takes a look at a much-maligned oil refiner that his Guru Strategies think is big-time bargain. Reese notes that…