David Winters, whose Wintergreen fund has significantly outpaced the market this year and over the past 1- and 3-year periods, offers his thoughts on the markets and investment strategy in…
Author: Validea
Buffett, Berkshire Make Big Q1 Changes
Warren Buffett’s Berkshire Hathaway cut back on several equity positions and eliminated others altogether in the first quarter, with one of the biggest moves being its sale of a billion…
O'Shaughnessy: Want Income? Look at Stocks, Not Bonds
Conventional wisdom is that investors looking for income (as opposed to capital gains) should focus on bonds. But in his latest market commentary on his firm’s web site, James O’Shaughnessy…
Siegel on the Euro Debt Crisis' Bullish Impacts
Author and Wharton Professor Jeremy Siegel says the European debt crisis has had several ramifications that are actually bullish for stocks. Siegel tells Bloomberg that the crisis has caused oil…
Zweig: Time to Sit Tight -- or Tip-Toe into Euro Stocks
While Europe is getting a lot of attention for its debt problems, Wall Street Journal columnist Jason Zweig says the U.S. may be in worse financial condition than many of…
Guru Strategy Rating Changes: JNJ Rising -- and 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…
Paulsen Sees Declines as a Pause in Upward Trend
Wells Capital Management’s James Paulsen tells Bloomberg that the Greece bailout removes the imminent risk from the European crisis, and lets investors focus on a nice global economic recovery. Following…
Ritholtz Cautious, But Sees No Sign of Market Top
Barry Ritholtz of FusionIQ and The Big Picture blog has had an excellent track record in recent years — bearish before the ’08 plunge, bullish as the market surged in…
Biggs Sees Tech Sector Leading Next Push Upward
Hedge fund guru Barton Biggs says the global economic recovery is a strong one, and that the next big move in the U.S. market will be a tech-stock-led 15% to…
Paulson Sees Nice Gains Ahead for Housing Prices, Corporate Profits
John Paulson, the hedge fund manager who made billions by calling the U.S. housing market plunge, now sees good times ahead for U.S. home prices and corporate profits. And he…