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…
Doll: Stocks Can Push Higher -- If Policymakers Don't Drop Ball
Blackrock’s Bob Doll says he sees more upside for stocks, but thinks volatility will be high for the rest of the year. “We still believe there is further upside potential…
Reese: There's Value in Luxury
In his latest article for MSN’s Top Stocks blog, Validea CEO John Reese says that despite Burberry’s recent profit warning, the luxury goods industry is offering a good deal of…
Bond Guru Offers Counterpoint to Inflation Argument
Jeffrey Gundlach thinks interest rates will soon rise, but, unlike fellow bond guru Bill Gross, he doesn’t think inflation is upon us. Gundlach, in a web seminar, recently said that…
Mobius Likes Eastern Europe, Africa, and Other Regions
Emerging markets guru Mark Mobius says he is finding global valuations “rather cheap”, and says he is finding a number of attractively priced stocks in Europe, Southeast Asia, China, and…
Top Forecasters See "Green Shoots"
Top economic forecasting firm International Strategy & Investment Group says it is seeing signs that the U.S. economy is performing better than many have believed. “There are signs, or ‘green…
The Benefits of Turnaround Firms
If you are looking for places to invest as the current bull market ages, try turnaround stocks, says The Wall Street Journal’s Jack Hough. Hough says that several turnaround firms…
Bogle: Don't Overreact to ECB Plan
While investors have turned quite bullish after the European Central Bank said it would initiate a bond-buying program to help stabilize Europe’s financial system, Vanguard founder Jack Bogle says they…
Fisher: Think Big
Top strategist Kenneth Fisher says that the bull market has more room to run, and that investors should be looking to larger stocks as the bull run matures. “In the…
Sonders on Why Those High Profit Margins Aren't So High
In recent years, there’s been a lot of talk about how profit margins have reached unsustainable levels and will revert to their historic mean, which would have negative consequences for…