Templeton Asset Management Executive Chairman Mark Mobius says a recent visit to India has reinforced his belief that the country can keep up its growth rate, but he warns that…
Author: Validea
Nygren: Values Are "All Over the Place"
Bill Nygren, whose three Oakmark funds have excelled in 2009 and have strong long-term track records, remains bullish as we head into 2010. Nygren tells CNBC that he’s “very positive”…
Siegel on Inflation, Interest Rates
Author and Wharton Professor Jeremy Siegel says he thinks the Federal Reserve will likely raise interest rates “modestly” by this coming spring — earlier than many expect. But, he tells…
Market-Beating Manager Shifts to "High-Quality"
While much of the 2009 rally has been led by junk-type stocks, another top manager is saying that high-quality blue-chips are the place to be going forward. John Osterweis, whose…
Grantham: "Almost a Certain Bet" that Blue Chips Will Outperform
It’s been well documented how “junk”-type stocks have outperformed higher-quality issues during the huge run-up since the March lows. But in his New York Times column, Mark Hulbert provides some…
Doll: Rally in "Transition Phase"
Blackrock Chief Investment Officer for Global Equities Bob Doll says that the stock market rally isn’t over, but that it has entered a new phase. Doll tells Bloomberg that last…
Inside Rodriguez's Approach
A new Bloomberg article takes a look at First Pacific Advisors’ Bob Rodriguez, offering some insights into the strategy of the fund manager whose 15% average annual return over the…
Tilson & Heins: Healthcare Fears Overdone
Add two more top strategists to those who say that healthcare reform fears are creating some bargains in the sector. In their latest Kiplinger’s column — a piece on contrarian…
Dorfman: Sectors for the Recovery
Is the recovery real? Yes, says John Dorfman. In his Bloomberg column, Dorfman — who was on target in calling the start of the stock market rally — says improvements…
Time for Large Caps to Shine, Says Hulbert
With 2009 winding down, MarketWatch’s Mark Hulbert says many signs point toward large-cap stocks being the place to be. Hulbert says that in general, this time of year is a…