Each week, I take a look at which stocks my Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some…
Author: Validea
Arnott: Think Deep -- Value, That Is
Rob Arnott of Research Affiliates says that the recent rally has taken away from the attractiveness of many areas of the stock market, but he remains very high on beaten-down…
Grantham Expects "Painful" Pullback in 2010
In his third-quarter letter to clients, GMO’s Jeremy Grantham offers a scathing critique of a myriad of groups whose actions (or inactions) led to the current economic climate — from…
Buffett, Whitman, Grantham & Others Weigh In
Kiplinger’s recently asked six top strategists to give their take on investing and where the markets are headed from here. A sampling of the responses: Warren Buffett: While he says…
Shilling: Don't Believe the Rally
Economist, money manager, and Forbes columnist Gary Shilling says talk of a “V” shaped economic recovery is overdone, and that we’re in a bear market rally — not a new…
Sonders, Hulbert: Inflation Fears May Be Overblown
One of the biggest fears in the investment world right now involves inflation. And, given the huge sums of money the government has pumped into the economy in the past…
Don't Fear Healthcare Stocks, Forester Says
While many investors are afraid of healthcare stocks right now because of the possibility of major industry reforms, the lone diversified stock fund manager to make money in 2008 is…
Leuthold: Good Things Coming for Stocks in Nov., Dec.
Steven Leuthold, a longtime bear who turned bullish earlier this year, remains a bull as we head into the home stretch of 2009. He tells Bloomberg news that he thinks…
Be Nimble in this Market, Mauldin Says
John Mauldin, one of the few strategists who saw last year’s market meltdown coming, now says that he thinks the current environment calls for “nimble” investing. Mauldin tells Yahoo! TechTicker…
Bolton Likes Value Stocks, Techs, Financials
Earlier this month we highlighted U.K. mutual fund guru Anthony Bolton’s call about a multi-year bull market being in the works, with developing nations leading the way. Today, speaking at…