This is the first of three Barron’s Roundtable articles featuring some of the best and brightest in the investment industry. In general, these experts see more uncertainty in 2009, but…
Author: Validea
Reese: Five Reasons for Optimism
In the week’s Validea Hot List newsletter, Validea CEO John Reese says that, despite the continuing troubles with the U.S. economy, he sees several clear reasons long-term investors should be…
Bogle: Don't Forget These Lessons Next Time
Investing legend John Bogle, founder of the Vanguard Group of Mutual Funds, writes in a guest column for The Wall Street Journal that investors continually ignore lessons of the past,…
Neff: "It's Time To Go In"
In a rare interview, retired value guru John Neff — who put together one of the best track records in history over his three-plus decades managing the Windsor Fund —…
Berkowitz’s Free Cash Flow Yield Screen
Advisor Perspectives turns out another good interview, this time with Fairholme Fund manager Bruce Berkowitz. Berkowitz’s leadership has helped turn the Fairholme Fund into one of the most successful funds…
Wien on 2009: U.S. Stock Gains, a China Bounce, and N.Y. State Bankruptcy?
In his “Ten Suprises for 2009” list, Pequot Capital Chief Investment Strategist Byron Wien says the coming year is likely to feature a number of major events — including a…
Ten Lessons from The Oracle
MSN.com’s Michael Brush writes today that the current tough times call for “a dose of optimism, wisdom, and insight”, and he thus offers 10 lessons on “the basics”, as taught…
Buffett's '08 Bargain Binge: $20 billion +
The final tally from Warren Buffett’s 2008 buying spree: $20 billion-plus. “While most investors panicked or were forced to sell, [Buffett] put more than $20 billion to work last year,…
More Fund Managers Snatching Up Bargains
Money has been flowing out of mutual funds at an incredible rate in the past year, but three well-known fund managers see opportunity in the flight from stocks, BusinessWeek’s Tara…
Looking Back at Benjamin Graham's Lectures - 1946 & 1947
Diehard value investors will appreciate the transcripts of lectures featured in “The Rediscovered Benjamin Graham: Selected Writings of the Wall Street Legend,” by Janet Lowe. Posted on John Wiley &…