With mobile devices and broadband technology expanding, top value investor Mario Gabelli says he likes content companies. (more…)
Author: Validea
Lessons from 2014's Forecasting Failure
What lessons can investors take from 2014? Don’t listen to short-term economic and stock market forecasts, says The wall street journal’s Jason Zweig. (more…)
Rosenberg Says It's Very Difficult To Make Bearish Case For 2015
Top economist David Rosenberg — long a bear — is continuing along the bullish path he started on last year. (more…)
Dreman: Fed Creating "Financial Ebola"
Contrarian guru David Dreman says policymakers have created “a form of financial Ebola” that is threatening to wipe out the savings of many Americans. (more…)
Herro Talks China, Oil
Fund Manager Of The Decade David Herro says that, while they are causing short-term bumps, the decline in oil prices and reforms in China should help investors down the road.…
Bull In Tact, But It Could Get Volatile, Sonders Says
Charles Schwab’s Liz Ann Sonders thinks the bull market that began in 2009 is in a “mature” phase, but not so mature that it will come to an end anytime…
Fisher Says Gridlock To Boost Stocks Again In 2015
Top strategist Kenneth Fisher says to expect 2015 to be another good year for stocks, with the global bull market pushing higher by at least 15%. (more…)
How Peter Lynch Doubled The Market At Magellan
Every other issue of the Validea Hot List newsletter examines in detail one of John P. Reese’s computerized Guru Strategies. This latest issue looks at the Peter Lynch-inspired strategy, up…
Gross: The End Is Near
Bond guru Bill Gross says that the good times are over for investors, and is indicating that he believes the bull market will end sometime this year. (more…)
12 Great Charts from a Top Economic Strategist
Top strategist Nancy Lazar and her team at Cornerstone Macro recently picked their “12 Favorite U.S. Charts” for their institutional clients, all of which portrayed positives for the U.S. (more…)