Like Bill Gross, Wharton professor and author Jeremy Siegel doesn’t see a hike in the Federal Funds rate as imminent, despite the Federal Reserve’s recent decision to up the Discount…
Author: Validea
Gross: Don't Sweat the Discount Rate Hike
Does the Federal Reserve’s discount rate hike mean increases for other key interest rates are coming? Not according to PIMCO bond guru Bill Gross. Gross tells CNBC that he thinks…
Lynch: This Is "Extraordinary Period" for Investing
In an exclusive interview with Israel’s Globes, mutual fund legend Peter Lynch says he thinks the past ten years have been an anomaly for the stock market, and that we…
Stiglitz: More Stimulus Likely Needed to Avert Double-Dip
Nobel laureate and Columbia economist Joseph Stiglitz continues to believe that the U.S. needs another stimulus package, or else it will risk having high unemployment “through the middle of the…
Herro Looking to the Market's Unloved
Top fund manager David Herro is high on a number of unloved areas of the market — including Japanese stocks, luxury good makers, and much-maligned automaker Toyota. “One of the…
Guru Strategy Rating Changes: Energy Firms 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…
Dorfman on Strategy, and Why Stocks Are Still Cheap
GuruFocus.com offers an interesting interview with Bloomberg columnist and money manager John Dorfman, who called the market rally and says stocks are still cheap. “I think the stock market was…
Buffett Bought More Wells Fargo, Wal-Mart; Cut Back on JNJ, P&G
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…
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…