Top fund manager Donald Yacktman says that he’s sticking with high-quality stocks. Yacktman tells CNBC that his biggest holdings include Pepsi, News Corp., and Proctor and Gamble. He also says…
Author: Validea
The Downdraft vs. The Flood
Investor sentiment has been on the rise for much of 2012, but Blackstone’s Byron Wien says it may not necessarily be the contrarian indicator it usually is. In a piece…
Paulsen likes EMs, Industrials, Financials
Wells Capital’s James Paulsen says he thinks investors would be wise to look at stocks in the emerging market, industrial, and financial areas of the market. In a radio interview,…
Top Bond Managers Look for More QE
Three top bond fund manager says that a weakening U.S. economy will lead the Federal Reserve to enact “QE3” — another round of quantitative easing — and they are positioning…
History Indicates Market Hasn't Peaked, Says Hulbert
MarketWatch’s Mark Hulbert says that, if history is a guide, we’re not yet near the top of the stock market’s run. Citing a study from Ned Davis research, Hulbert says…
Paulson Sees European Crisis Worsening
Top hedge fund manager John Paulson thinks the European debt crisis is going to worsen, thanks to continuing problems in Spain. “Mr. Paulson told investors in a call on Monday…
The Gurus Test Drive Auto Stocks
In his latest column for Canada’s Globe and Mail, Validea CEO John Reese takes a look at the resurgent auto industry. Reese says that the auto industry, which not too…
Siegel Sees Market Moving Higher, But Warns Of Tax Headwind
Author and Wharton Professor Jeremy Siegel says he thinks stocks will move higher by the end of 2012, but thinks the lack of resolution regarding extensions of key tax cuts…
Shiller on Why Housing Isn't a Great Investment
Yale Economist Robert Shiller famously called the housing bubble that led to the Great Recession and financial crisis. And in a recent interview with Brian Richards on The Motley Fool,…
Herro on the Bond/Stock See-Saw
Oakmark’s David Herro, a Morningstar Fund Manager of the Decade, says that while investors have been loading into bonds in recent years, he’s beginning to see a shift back toward…