While some prominent strategists, including Jeremy Grantham and Robert Shiller, have pointed to the 10-year cyclically-adjusted price/earnings ratio (“CAPE”) as evidence that stocks (in particular the S&P 500) are very…
Author: Validea
Dreman: Best Values in 30 Years
Contrarian guru David Dreman says he’s finding stocks as cheap as they’ve been at any time since 1982. Dreman tells Forbes’Steve Forbes that he’s bullish because valuations are low and companies have…
Gabelli, Gross on Where to Look in 2012
Top value investor Mario Gabelli is high on stocks in the automobile, cloud computing, and snack food industries in 2012. Speaking as part of Barron’s 2012 Roundtable, Gabelli says big…
Ritholtz: A Different Take on Bulls and Bears
Barry Ritholtz of FusionIQ and The Big Picture blog says he is bullish on stocks — but it’s not because of the economy. Ritholtz tells Yahoo! Daily Ticker that he…
Swensen on The Active/Passive Debate
Yale endowment guru David Swensen says investors should either be totally active or totally passive in managing their money. “There are two sensible approaches to investing — either 100 percent…
Greenblatt: Less Is More In Portfolio Management
The more you try to do with your portfolio, the worse your returns will often be, according to hedge fund guru Joel Greenblatt. In a column for Morningstar.com, Greenblatt explains…
Advice from the Best -- In 10 Words or Less
Could you distill your investment philosophy into 10 words or less? In his latest post for The Wall Street Journal’s Total Return blog, Jason Zweig poses that question to some…
Dreman Likes U.S. & Canadian Markets
Contrarian guru David Dreman says he’s finding the biggest investing opportunities right now in North American stocks. Dreman tells Canada’s Globe and Mail that over the long term — the…
Wien Sees Oil Prices Falling, S&P Rising in 2012
Blackstone’s Byron Wien has released his annual list of “surprises” for the coming year, and among the predictions are a decline in oil prices to the $85 range, the housing…
Mobius Sees Soft Landing For China, Increasing Role For Renminbi
Emerging markets guru Mark Mobius says he sees a soft landing for China, and thinks it is “very possible” that the country’s renminbi will become one of the world’s reserve…