While several prominent bears have turned bullish lately, there is by no means a consensus that we’re on the verge of a turnaround. Take Jim Rogers, the international investor and…
Author: Validea
A Growing Chorus of Bulls
In this week’s Validea Hot List newsletter, Validea CEO John Reese writes that “more and more of the world’s most successful investors — including many who correctly believed that the…
Muhlenkamp: Plenty of "Cadillacs" Selling on the Cheap
Ronald Muhlenkamp, who has headed Muhlenkamp & Company for more than 30 years, tells Forbes that “we’re seeing great companies at dirt cheap prices. And one thing I’ve learned ……
Bogle: Help For Mortgage Holders Is What We Need
In an interview with CNBC’s Erin Burnett, John Bogle, The Vanguard Group founder & former CEO, shares his thoughts on the mortgage crisis. He says that the TARP program hasn’t…
Buffett, Berkshire Snatch Up More Rail Shares
Warren Buffett’s Berkshire Hathaway now owns almost 20% of Burlington Northern after put options it wrote were exercised. Over the past year or so, Buffett has continued to buy up…
Fisher: Stocks Cheap, Focus on "Other Side of The Valley"
What will the turnaround look like? According to Kenneth Fisher, Forbes columnist and CEO of Fisher Investments, it won’t be a long, drawn-out process. In a speech given at the…
Rogers: Stocks in Margin of Safety Territory
John Rogers, CEO of Chicago-based Ariel Capital Management and long time Forbes magazine columnist, says that stocks have a margin of safety versus bonds at the current time. In his…
After Getting It Right On Way Down, Ned Davis Now Turning Bullish
Ned Davis Research — one of the few investment companies that called for clients to move away from stocks well before the recent crash — is now calling for clients…
Miller: "I Was Naive"
Once-revered Legg Mason fund manager Bill Miller, who has been hit harder than perhaps any high-profile fund manager during the recent market plunge, tells The Wall Street Journal that he…
Berkowitz: We're in a "Bargain Hunter's Dream"
Fairholme fund manager Bruce Berkowitz — who has weathered the recent market storm with much better results than many of his value peers — tells Kiplinger’s that the recent market…