China’s economy has become more and more important to the global economy in recent years, and Nobel Prize-winning economist Joseph Stiglitz recently offered his thoughts on how China’s economy is…
Author: Validea
Sonders on the "Schizophrenic" Market
Charles Schwab’s Liz Ann Sonders offers her thoughts on the market and economy in a panel interview on CNBC. Sonders calls the current market “a bit schizophrenic”, and says recent…
Two Top Newsletters Bullish
Two stock-investing newsletters with excellent long-term track records are sounding quite bullish, despite — or, perhaps more to the point, in part because of — the significant amount of fear…
Guru Strategy Rating Changes: Chevron Rising, AT&T Falling
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…
Berkowitz Keeps Buying Financials
Add another big-name financial to the portfolio of top fund manager Bruce Berkowitz: Morgan Stanley. Berkowitz has built up a stake of close to 2% in Morgan Stanley, whose shares…
Doll: Strong Earnings Should Drive Market
Blackrock’s Bob Doll says he thinks the market is more likely to be up than down in August. Doll tells CNBC that while there has been a “U-shaped, lazy economic…
Romick Thinks Big, and Global
Steven Romick, whose FPA Crescent Fund has beaten 99% of its peers over the past decade, is high on larger stocks that can take advantage of fast-growing foreign markets. “The…
Reese on How to Find "Enduring Moats" Like Buffett
In his latest article for Canada’s Globe & Mail, Validea Co-Founder and CEO John Reese talks about how some of the world’s most successful investors have targeted firms that have…
Yacktman on Microsoft, Oil, and ... Jersey Shore?
Top fund manager Donald Yacktman is high on some big-name stocks, including Viacom, ConocoPhillips, and Microsoft. Here he tells Bloomberg what he likes about some of his holdings, and what…
Guru Strategy Rating Changes: GE, XOM 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…