While the market is now up about 60% from its March low, newsletter tracker Mark Hulbert says that most managers remain very cautious — and that’s a sign the rally…
Author: Validea
Dorfman Sees Rally Continuing for Several Months -- at Least
Money manager and Bloomberg columnist John Dorfman — who was ahead of the curve in forecasting the market rebound — says he thinks the rally will continue well into next…
Doll: Growth to Be Subpar, But Stocks Should Rise
In Consuelo Mack’s latest WealthTrack interview, Blackrock’s Bob Doll says he sees subpar growth on the horizon for the U.S. — but rising equity prices as well. Doll, vice chairman…
Miller Continues to Rebound, Likes Financials, Healthcare
Bill Miller, the legendary Legg Mason Value Trust manager who beat the market for 15 straight years before falling on very tough times in the past three, is almost doubling…
Top Forecasting Group: V-Shaped Recovery Unstoppable
The managing director of the Economic Cycle Research Institute — whose leading indicators have a very solid track record of predicting economic trends — says we’re in the early stages…
Icahn: Opportunities are there, but Amateur Investors Beware
Billionaire activist investor Carl Icahn tells CNBC that the economy is on a “precipice” and the market is “schizophrenic”, but he still sees opportunities in some areas. Icahn says he…
Rogers on Which Chinese Sectors to Watch
Canada’s Globe & Mail is running a number of interview clips with commodities guru Jim Rogers, focusing on Rogers’ thoughts on the potential hot-bed of growth in China. In this…
Soros Sees Slow U.S. Recovery -- But He's Still Buying Stocks
While hedge fund guru George Soros has been saying that a U.S. economic recovery is a ways off, he’s still buying up shares in some stocks, The Wall Street Journal…
Guru Strategy Rating Changes: Pfizer, MasterCard Slip
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…
Are Concentrated Funds More Volatile? Maybe Not
How many stocks is enough for your portfolio? We examined that question a little while back, and now new evidence supports the idea that “enough” might be a lower number…