With individual investors continuing to shun stocks, Validea CEO John Reese takes a look at some firms that institutional investors — who appear to have driven the 2009 market rebound…
Author: Validea
Tilson: High-Quality Blue Chips as Cheap as Ever
Whitney Tilson says he’s seeing some of the best opportunities he’s ever seen in big, high-quality blue chip equities, but that a bubble is forming in blue chip bonds. Investors,…
Top Fund Manager Sees Hopeful Signs
Thyra Zerhusen, whose Aston/Optimum Mid-Cap Equity fund has beaten about 95% of its peers over the past decade, is seeing signs of hope in the economy, and has been buying…
Biggs: Now Isn't Time to Be Underinvested
Barton Biggs says the odds of a double-dip recession are “pretty remote”, and says he doesn’t think now is a time to be underinvested. The hedge fund guru tells Bloomberg…
Guru Strategy Rating Changes: Gannett, Burger King on Move
Each week, we take a look at which stocks John Reese’s Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at…
Fisher: Second Leg of Bull Coming
Kenneth Fisher says the current correction is “the most textbook perfect” one he’s seen in 12 years, and says the second leg of a bull market is coming. Fisher writes…
Arnott: Investors Looking in Wrong Places for Sovereign Debt
In his latest newsletter (click here for a PDF version), Research Affiliates’ Rob Arnott offers some interesting data on sovereign debt — data that indicates many investors are buying up…
Sonders: Double-Dip Still Unlikely
Charles Schwab Chief Investment Strategist Liz Ann Sonders continues to sound skeptical that the U.S. is entering the second leg of a “double-dip” recession. “Although rhetoric surrounding a double-dip recession…
Herro Goes Against Crowd, Keys on Europe
Top fund manager David Herro, who has beaten the market handily over the long haul by going against the crowd, is now keying on a couple very unloved areas of…
Berkowitz on Why He Still Likes Financials
Morningstar domestic stock fund manager of the year Bruce Berkowitz is standing by his big bet on beaten-down financials, and recently explained why on Consuelo Mack’s WealthTrack. Berkowitz says that,…