Think the subprime crisis was bad? The skyrocketing loan defaults and related corporate writedowns were just the first phase of a much wider housing crisis, fund manager Whitney Tilson and…
Author: Validea
Five Top Managers Are Buying -- Cautiously
Noticing a trend that we’ve picked up on in recent weeks, Fortune notes that several extreme value investors have begun to see good, safe buys in the current market. In…
Romney, Schmidt, Fiorina on The Crisis
David Gregory’s tenure on NBC’s “Meet The Press” got off to a particularly interesting start over the weekend, with former Massachusetts Gov. Mitt Romney, former Hewlett-Packard CEO Carly Fiorina, Google…
Turnaround Guru Calls for More Help for Mortgage Owners
John Bogle (“Help for Mortgage Holders Is What We Need”) isn’t the only influential voice saying that the government needs to focus more on mortgage owners if it wants to…
Institutional Ownership Driving Momentum?
Another investment idea that piggy backs off of Bespoke Investment Group’s great research. Bespoke broke down the S&P 500 into groups of 50 based on levels of institutional ownership, and…
Commodities Specialist Rogers: Things Could Get Worse -- Much Worse
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…
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…