Oakmark’s David Herro says he’s finding opportunities in an area many investors are shunning: Japan. While Japan has been dogged by weak economic growth, a languishing stock market, and long-term…
Author: Validea
Fisher Welcomes Gridlock, Likes Emerging Market Airlines
With the mid-term elections in the rear-view mirror, Kenneth Fisher says gridlock should be upon us — and that’s a good thing for stocks. “We haven’t had a negative stock…
Hulbert on The Tax-Loss Selling Effect
With the year winding down, Mark Hulbert says history indicates it’s almost time for small-cap stocks to outperform their larger peers. The reason: tax-loss selling (that is, when investors sell…
Top Fund Manager Talks Strategy
While investors have been pouring cash into emerging market stocks and shunning European and U.S. shares, top fund manager N. David Samra is doing just the opposite. Forbes reports that…
Tilson, Heins Like Money Managers
In their latest column for Kiplinger’s magazine, Whitney Tilson and John Heins say they are high on an unloved area of the market: money management firms that specialize in stock…
Kass on Ceilings and Floors
Columnist and money manager Doug Kass is standing by his earlier call that the S&P 500 has hit its high for the year, but says current conditions make for a…
Wien Still Bullish on China
While potential interest rate hikes in China have concerned investors, Byron Wien says he remains bullish on the country. Wien, the vice chairman of Blackstone Advisory Services, tells Yahoo! TechTicker…
Dreman-Inspired Approach Beats Market by Finding Hidden Gems
In his latest article for Seeking Alpha, Validea CEO John Reese takes a look at his David Dreman-inspired strategy, which is handily beating the market both this year and over…
Hulbert: Black Friday Not an Indicator of Market Performance
The investment world usually waits with bated breath to see how “Black Friday” goes, assuming that the big holiday shopping kickoff will be a sign of consumers’ financial health and…
Biggs: Economy Improving, Big Market Gains Could Be Coming
While many are fearful about the repercussions of the Irish debt crisis, hedge fund manager Barton Biggs says both the U.S. and global economies are improving. Biggs tells Bloomberg that…