Mario Gabelli says that on the whole stocks currently do not have a “margin of safety”, and that he expects concern about the upcoming elections will soon begin to drive…
Day: August 11, 2010
Nygren: Macro Focus Leading to Plenty of "Micro" Opportunities
Right now, many — if not most — investors are focused on macroeconomic factors. And, says top fund manager Bill Nygren, that has created a number of “micro opportunities” for…
Guru Strategy Rating Changes: Corning Rising, Medco Falling
Each week, we take a look at which stocks John Reese’s Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at…
Paulsen Sees Opportunities in Tech, Industrials
Wells Capital Management Chief Investment Strategist James Paulsen says bright spots in the economy are leading the market upward. He tells Bloomberg that stocks look very cheap compared to fixed…
Tilson & Heins on Circles of Competence
In their latest column for Kiplinger’s, Whitney Tilson and John Heins discuss the importance of investing within — while trying to expand — your “circle of confidence”. “Staying within your…