Validea Newsleter – Nov. 14, 2008. The economic news is still bad, with unemployment up, retail sales down, and manufacturing activity very weak. Still, despite all the negativity, things haven’t…
Day: November 18, 2008
Winters, Arnott & Kessler Share Ideas
Three well respected investment minds – David Winters of the Wintergreen Fund, Rob Arnott of Research Affiliates & Robert Kessler of The Kessler Companies – share their outlooks and thoughts…
Buffett Adds to ConocoPhillips Holdings
Berkshire Hathaway’s latest quarterly filing reveals that Buffett has added to his stake in oil producer ConocoPhillips and bought shares of the manufacturer Eaton Corp. He reduced his holdings in…
Siegel: Stocks Are “Dirt Cheap" Right Now
In an interview with Advisor Perspectives, Siegel says he “may be the lone optimist in this market.” The noted investment author and commentator argues that the current market P/E is…
Are Investors Suffering from "Irrational Pessimism"?
Marty Whitman, who’s been in the investment management business for 50 years and manages the Third Avenue Value fund, tells The Wall Street Journal that fear — not fundamentals —…