Mohamed El-Erian says we are seeing a “classic overshoot” to the downside in emerging markets right now, which should lead to more pain in the near term but opportunity over…
Author: Validea
Oberweis: With Biotech Pricey, Try Other Healthcare Options
Many biotech stocks have had exceptional runs over the past few years. But newsletter guru Jim Oberweis says that has led to some exorbitant valuations, and he says there are…
Why PCP -- And Other Industrials -- Are Buffett's Kind Of Stocks
Warren Buffett made headlines recently with Berkshire Hathaway’s acquisition of Precision Castparts. And in his latest Forbes.com column, Validea CEO John Reese talks about why the firm is a “Buffett-esque”…
Why PCP -- And Other Industrials -- Are Buffett's Kind Of Stocks
Warren Buffett made headlines recently with Berkshire Hathaway’s acquisition of Precision Castparts. And in his latest Forbes.com column, Validea CEO John Reese talks about why the firm is a “Buffett-esque”…
Should You Use Dividend Yield As A Value Metric?
Is dividend yield an effective value metric? Not in the US, says Patrick O’Shaughnessy. (more…)
Got Rate Hike Fever? Relax, Says Yardeni
Will the Federal Reserve raised interest rates in September? That’s a question that many investors have been fixating on. But top strategist Ed Yardeni says that a rate hike really…
Faber Says We're In A "Stealth Bear"
While stocks are up slightly this year, Marc Faber of the Gloom, Boom & Doom Report says that a “stealth bear market” has been going on under the surface. (more…)
Faber Says We're In A "Stealth Bear"
While stocks are up slightly this year, Marc Faber of the Gloom, Boom & Doom Report says that a “stealth bear market” has been going on under the surface. (more…)
Paulsen: Watch For Commodities To Surprise -- If This Happens
Wells Capital’s James Paulsen says a commodities rebound will depend on what the dollar does, and he thinks the dollar has been in “peaking mode” since March. (more…)
The Risks Of (Over-)Diversification
While many mutual fund managers have hundreds of stocks in their portfolios as a way to diversify away stock specific risk, James K. Glassman says you can get nearly the same…