In his latest weekly market commentary, top fund manager John Hussman says four factors are indicating that the U.S. is on the verge of a double-dip recession. “In every instance…
Author: Validea
Dreman Finding Value Amid Fear
Contrarian guru David Dreman says that while he expects significant volatility going forward, he’s still finding value in the market. “I think while value is there, we’re all going to…
Reese: Growth & Value Not an Either/Or
In the latest edition of his Hot List newsletter, Validea CEO John Reese says that investors too often fall prey to the idea that growth and value are opposing concepts.…
Grantham: Stocks Still Above Fair Value
While stocks are down some 14% off their April highs, GMO’s Jeremy Grantham says they are still well shy of fair value territory. In an interview with CBS MoneyWatch, Grantham…
Bogle: Stocks Should Beat Bonds in Next Decade
Vanguard founder Jack Bogle tells Morningstar that he thinks stocks will outperform bonds over the next decade — but that investors need to be able to deal with volatility if…
Guru Strategy Rating Changes: 3M, RIMM, Visa All on the 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…
Doll Makes a Bullish Case
Blackrock portfolio manager and chief equity strategist for fundamental equities Bob Doll says that, despite the formidable challenges the U.S. faces, “overweight positions in U.S. equities are more than warranted”…
Cohen: Most Bad News Already Baked Into U.S., Euro Markets
Abby Joseph Cohen, president of Goldman Sachs Global Markets Institute, tells CNBC that, while her firm doesn’t have the “rosiest” of outlooks, potential bad news appears to already be discounted…
Mobius Seeing Opportunities in Wake of Euro Woes
Templeton Asset Management’s Mark Mobius says the fallout from Hungary’s recent debt concerns has created some interesting investment opportunities there. He also tells Bloomberg that he doesn’t think there will…
Oberweis Talks Small-Caps, China
In Forbes.com’s latest edition of “Intelligent Investing”, money manager and newsletter guru Jim Oberweis discusses his small-cap investment strategy, and where he’s currently finding opportunities in the market. Oberweis says…