Bond guru Bill Gross of PIMCO tells Bloomberg how sovereign debt concerns are impacting markets in countries around the world. Gross also talks about whether he’s worried about inflation for…
Author: Validea
Buffett: We're Winning Economic War -- Slowly
During his guest appearance on CNBC’s Squawk Box today, Warren Buffett said the economic war is going slightly the U.S.’s way at this point, but that the improvements are coming…
Paulsen: High Unemployment Doesn't Mean Poor Stock Returns
James Paulsen of Wells Capital Management says that, while there will be significant corrections during the year, he thinks the overall trend of the market is “still clearly higher”. Paulsen…
Top Manager on Long-Term Thinking, Market's Value
Steven Romick, whose FPA Crescent fund produced annual returns of more than 11% during the 2000s, says he thinks stocks have gotten pricey after the recent rally. “We think the…
Oberweis: Look to Niche-Oriented Small-Caps
While still somewhat wary of the economy, Jim Oberweis says that you can find plays in the technology and consumer discretionary sectors — “the pillars of a growth portfolio” —…
Using Free Cash Flow Yield, Lynch- and Berkowitz-Style
In his latest Forbes.com article, Validea CEO John Reese takes a look at stocks that might interest two of history’s top investors, Peter Lynch and Bruce Berkowitz. Reese notes that…
Arnott Sees "Another Tough Slog" in Coming Decade
While many are predicting that the coming decade will feature some strong bounce-back gains for stocks after a poor 2000s, Rob Arnott of Research Affiliates says not to count on…
Ritholtz: No Signs Rally Is Ending
Barry Ritholtz of Fusion IQ and The Big Picture blog remains bullish on stocks, saying that he sees no indication that the rally is in its final stages. “As long…
Shiller: Confidence Pushing Housing Prices Higher, But Hurdles Remain
Yale Economist Robert Shiller, one of the creators of the S&P/Case-Shiller home-price index (which new data shows rose for the seventh straight month in December), says buyer confidence is behind…
Guru Strategy Rating Changes: GE, Eli Lilly on the Rise
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…