Berkshire Hathaway’s latest holdings disclosure is out, and there are changes to a number of Warren Buffett’s significant positions. Among the stocks Berkshire cut back on in the fourth quarter…
Author: Validea
Paulsen: Secular Bull May Be Coming -- if Inflation Held in Check
Wells Capital Management’s James Paulsen says that we are in the early stages of a “robust economic recovery”, and that it is a “reasonable possibility” that the S&P 500 rises…
Mobius Says Latin American Markets to Turn Higher Soon
Templeton Asset Management’s Mark Mobius says he expects the Latin American stock market correction to end within a month, and says the region’s indices may well climb to new highs…
Is High Turnover a Bad Thing? That Depends
Turnover is one of the more looked-at statistics for money managers. But what are the implications of turnover rate on a portfolio? A new study funded by not-for-profit Investor Research…
Bolton on Why China Lured Him Back
Top U.K. manager Anthony Bolton of Fidelity is managing a new China-focused fund, and he recently told London’s Telegraph why the opportunity lured him out of retirement. “This may be…
Shilling Sees Rough Times Ahead -- But Opportunities, Too
Economist and INSIGHT newsletter editor A. Gary Shilling is expecting slow growth and deflation in the coming years, along with a secular bear market. But he says there will still…
Miller on Investors' "Perverse" Affinity for Bonds
Legg Mason’s Bill Miller says that the path of least resistance for the stock market is higher, but that many investors are continuing to maintain a “perverse affinity” for bonds.…
Natural Gas: Ready to Take Off?
Value investing guru Ron Muhlenkamp says that because of advances in drilling techniques, we’re about to see a “dramatic increase” in the use of natural gas in transportation — which…
Yacktman Looks to Stocks, Not Gold, for Inflation Protection
Donald Yacktman, whose mutual funds have some of the strongest long-term track records around, says companies with good pricing power can be better inflation hedges than gold. Yacktman tells Bloomberg…
Guru Strategy Rating Changes: Exxon, Wal-Mart 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…