We recently highlighted Steven Leuthold’s 2010 outlook, noting that the longtime bear who turned bullish last year is optimistic on the first half of the new year, but pessimistic on…
Author: Validea
Barron's Roundtable: Gabelli, Zulauf Weigh In
Barron’s has tapped a number of top strategists for its annual start-of-the-year “Roundtable” feature, with gurus such as Bill Gross, Mario Gabelli, and Abby Joseph Cohen offering their takes on…
What Works in Year Two of a Bull?
James O’Shaughnessy’s What Works on Wall Street details one of the most extensive studies of stock returns and stock-picking strategies ever performed. Now, as we approach the second year of…
Berkowitz on Ignoring the Crowd
Bruce Berkowitz, whose Fairholme fund has produced exceptional long-term returns, says the reason it has fared so well is a willingness to go against the crowd. Berkowitz also tells Bloomberg…
Zandi: More Stimulus Needed
Moody’s Economy.com Chief Economist Mark Zandi says that more stimulus is needed to ensure the U.S. doesn’t slip back into recession. Zandi tells Bloomberg that inflation will be no threat…
Guru Strategy Rating Changes: China Mobile, Infosys 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…
Validea's Reese High on High-Quality Stocks
In his latest column for Canada’s Globe & Mail, Validea CEO John Reese says that investors would be wise to focus on “high-quality” stocks, particularly given current market conditions. Reese…
Fisher on which Sectors to Target
In an interview with Bloomberg, Kenneth Fisher says that he’s high on some chemical stocks right now, for both fundamental and cyclical reasons. Fisher says the stocks that usually lead…
Gross: Where to Look when the Easing Ends
For much of the past year, Bill Gross of bond giant PIMCO has advocated “shaking hands with the government” — that is, investing in areas that benefit from the government’s…
Miller Optimistic on 2010 -- if Policy Makers Don't Falter
Value manager Bill Miller says that 2010 will be another good year for stocks, but that investors need to be very careful of ways that government actions could impact their…