In a column for The Financial Times, fund manager Whitney Tilson says that, while he’s no optimist about the U.S. economy’s short-term prospects, he does “believe the level of panic…
Author: Validea
Consumer Stocks Still Kickin'
Continuing its look at what has and hasn’t been working in the market of late, Bespoke Investment Group says today on Seeking Alpha that the consumer staples and healthcare sectors…
After Avoiding The Crash, Forester Sees Great Values, Year-End Rally
Tom Forester, one of the few fund managers to make it through the recent market crash almost unscathed, tells CNBC that he expects a year-end rally in the market, and…
Morningstar: Dow Selling at 30% Discount
Morningstar analyst Ann Gilpin says the investment research group believes the Dow Jones Industrial Average is now selling at a 30 percent discount. The Dow’s fair value is about 12,500,…
Harvard's Porter: Stimulus Should Be More than Short-Term Boost
Famed strategy expert Michael Porter of Harvard Business School shares his view on America’s overall economic strategy on CNBC. Since the election, he says, we are off to a good…
Hussman: Market Undervalued, But Rally Won't Last
John P. Hussman, Ph.D., president of Hussman Investment Trust, thinks the market is “undervalued” and guesses “that the general tenor of the market may remain tepidly positive for a few…
Tilson: Subprime Was Just The Beginning -- But Now Is Time To Buy Stocks
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…
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…