In their January letter to clients, top value investors Whitney Tilson and Glenn Tongue of T2 Partners say their big recent losses on short positions have led them to rethink…
Day: February 4, 2011
Siegel: Stocks Still Cheap; Bull Has Room to Run
Wharton professor and author Jeremy Siegel says that we’re in a “stealth” bull market that is far from over. “People say the market is ahead of itself? It is nowhere…
Paulson Bullish on Equities, Economy
In its year-end letter to clients, hedge fund guru John Paulson’s firm says it’s focusing on equities of firms that have gone through restructuring, and says that we’re in “the…
Look to Japan, Say Two Top Value Managers
Japan continues to deal with economic problems and a stagnant stock market, but top-performing fund manager David Herro says it’s time to buy Japanese equities. “People hate Japan,” Herro told…