Despite political unrest and major protests, Templeton Asset Management’s Mark Mobius says Thailand is still offering good investment opportunities. “We are not so concerned about the political situation in Thailand,”…
Author: Validea
Gabelli Sees Strong Q1 Earnings, Margin of Safety for Market
Mario Gabelli thinks that, with businesses sporting very healthy balance sheets and having cut costs, first-quarter earnings will look “very good”. Gabelli also tells CNBC that he thinks the market…
O'Shaughnessy Finding Opportunities in High-Dividend-Payers
Top strategist James O’Shaughnessy is finding numerous opportunities in high-dividend stocks both in the U.S. and abroad. In a recent interview with CNBC, O’Shaughnessy details his “Enhanced Dividend” strategy, and…
Siegel Sees More Room to Run for Rally
Author and Wharton professor Jeremy Siegel says he thinks the economic recovery will be stronger than many think, and that stocks have another 10% or 15% — or perhaps even…
Hedge Fund Star: Expansion & Bull Market Still in Early Phases
Leon Cooperman, whose hedge fund has averaged 16% annualized returns over its 18 years of existence — 6 points per year more than the S&P 500 — thinks we’re still…
Sonders: Wall of Worry Intact, Valuations Modest
Charles Schwab Chief Investment Strategist Liz Ann Sonders thinks we’ll see increased volatility in the stock market, but expects stocks to continue to grind higher from here. Sonders tells Yahoo!…
Nygren Says Stocks Still Cheap
Bill Nygren, whose Oakmark I fund is up more than 60% in the past year and in the top 1% of its class over the last decade, thinks stocks are…
Bogle Sees Stocks Doubling Bonds in Next Decade
A decade ago, Vanguard founder and investment legend John Bogle said bonds were in for a nice run and stocks were headed for tough times — a prediction that turned…
Swensen Sees Opportunities in Clean Tech
Yale endowment guru David Swensen is seeing a number of opportunities in “green” investments, writes TheEnergyCollective.com’s Marc Gunther. “Yale University’s influential $16.3 billion endowment has taken stakes in startup companies…
Grant: Higher Yields Coming
James Grant of Grant’s Interest Rate Observer sees higher rates ahead for Treasuries. Grant has also compiled a new report about the credit quality of Treasuries, with some interesting findings…