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…
Author: Validea
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…
O'Shaughnessy: Leverage Responsible for Downturn but Stocks are "Compelling"
In a recent Reuters article, James O’Shaughnessy, chief investment officer of O’Shaughnessy Asset Management, says that lofty amounts of leverage was one of the major reasons for the current bear…
Steinhardt: "Good Cyclical Time" to Buy
Michael Steinhardt, the well regarded manager of the Steinhardt Partners hedge fund (which closed down in 1995), believes that now is a “good cyclical time to invest in equities”. Speaking…
Small Caps Leading the Surge
Today we came across some interesting research by Bespoke Investment Group that showed the recent performance of stocks across the ten size-based deciles that make up the S&P 500. The…
Ritholtz: Significant Rally "Waiting To Happen"
Barry Ritholtz of The Big Picture financial blog — a recent bear who saw the credit crisis coming — tells Barron’s that “there is a significant rally, 20% or 30%,…
Heebner & Muhlenkamp making gutsy moves into financial stocks
Ken Heebner, manager of CGM Focus fund, is warming up to financial stocks according to this WSJ article. Heebner, who has one of the best performing mutual fund records over…