Oakmark’s Clyde McGregor, who manages several funds with strong long-term track records, says his equity/income fund is tilted strongly toward equities, with fixed income offering few good opportunities. McGregor says…
Author: Validea
Buffett Talks Economy, Fiscal Cliff, and Berkshire's Portfolio
Appearing today on CNBC’s Squawk Box, Warren Buffett said the global economy is slowing but that the U.S. is doing better than Europe, and said he’s on the hunt for…
Forester Cautious and Defensive
Fund manager Tom Forester released his third quarter commentary earlier this month, and his message was one of caution. “As risks have increased, we have increased our protection,” Forester wrote.…
Where Arnott Sees Value
Rob Arnott of Research Affiliates and PIMCO is finding value in emerging market stocks and high-yield bonds. Arnott tells Brett Arends of The Wall Street Journal that emerging-market stocks have…
Hussman: Don't Believe the Valuation Numbers
Fund manager John Hussman remains quite bearish on the market, saying that stocks are showing signs of being in the “exhaustion” part of a bull market. “We presently have an…
Herro: Value Is In Stocks
Oakmark’s David Herro says global equities remain a “good asset class”, and thinks that a Mitt Romney presidency would mean good things for the U.S. economy. Herro tells Bloomberg that…
Eveillard: Gold Still Looks Good
Top value investor Jean-Marie Eveillard says that despite its big gains in recent years, gold “cannot be overvalued” in the current environment. “We have, so far, a minor correction,” Eveillard…
Sonders: U.S. Economy Turning, Healthier Market Should Follow
Charles Schwab Chief Investment Strategist Liz Ann Sonders says the U.S. economy appears to have hit some inflection points, which means good things for stocks. “I believe it’s important to…
Pharma Firms for the Gurus
Validea CEO John Reese says several pharmaceutical stocks are catching his guru-inspired strategies’ eyes right now. “If the elections are giving you a tummy ache, heartburn or other malady, perhaps…
Bogle: Stop Gambling and Invest
In a recent interview, Vanguard founder Jack Bogle said investors should “get out of the casino”, and practice real investing — not speculative trading. “Get out of the casino, own…