Famed contrarian investor David Dreman says inflation concerns have him “terrified” of bonds and seeing good times for stocks and real estate. “I think we’re going to have some of…
Author: Validea
"Green Shoots" Talk Overdone -- Stimulus Underdone, Says Shiller
In an interview with CNBC’s India affiliate, Yale economist Robert Shiller says that governments across the world should be focused on greater economic stimulus — and put concerns about rising…
Mauldin: This Time It Really Is Different (Sort Of)
In his latest “Thoughts from The Frontline” newsletter, John Mauldin makes a pretty bold proclamation that goes against a long-held principle of investing — this time, he says, things really…
Oberweis: Don't Ditch Buy-and-Hold
While buy-and-hold investing continues to draw criticism from some pundits, money manager and newsletter guru Jim Oberweis begs to differ. In a recent interview with The Motley Fool, Oberweis says…
Buckingham: "Great Time" for Long-Term Investors to Buy
In the video below, John Buckingham of Al Frank Asset Management — who last week explained why history shows now might be a good time to buy value stocks —…
Leuthold: Pullback Will Be Brief; S&P 1,100 by Year-End
Steven Leuthold, the longtime bear who has turned bullish in recent months, tells Bloomberg news that he doesn’t think the current pullback will run more than 5% or 6%, and…
Nygren: Returns to be "Historically Large"
BusinessWeek recently took a look at the dilemma facing value investors right now — that is, with the economic outlook still extremely hazy, the big recent rally generating predictions of…
Bogle on What "Long-Term" Really Means, and Stock-Picking Dangers
Jack Bogle covers a wide variety of topics in a recent interview with The Motley Fool, including just what the “long-term” in “long-term investing” should mean, why traders usually lose…
10-Year P/E: Stocks at Fair Value
After years of being overvalued by one of the tougher value metrics — the 10-year P/E ratio made famous by Yale economist Robert Shiller — stocks finally appeared undervalued a…
Yes, Green Shoots -- and More, Sonders Says
Like Barry Ritholtz, Charles Schwab Chief Investment Strategist Liz Ann Sonders isn’t buying talk that the recession will end in late 2009 — but that’s because she thinks it has…