With valuations back to a “normal” range following the financial crisis and its aftermath, newsletter guru Jim Oberweis says good growth-stock-picking is the way to go. “In periods when overall…
Category: asset allocation
Einhorn Seeing Opportunities in Gold, Stocks; Warns on Interest Rates
Hedge fund guru David Einhorn says he’s net long in the current market, and is continuing to hold a big position in gold. In an interview with CNBC, Einhorn says…
Tilson: "Froth" Making for Opportunities
In his latest letter to his hedge fund clients, top value investor Whitney Tilson says he thinks “froth” has been a big driver of the market recently, and says he…
Biggs: Economy Improving, Big Market Gains Could Be Coming
While many are fearful about the repercussions of the Irish debt crisis, hedge fund manager Barton Biggs says both the U.S. and global economies are improving. Biggs tells Bloomberg that…
A Look Inside a Little-Known Fund Star
Dennis Delafield and Vincent Sellechia’s little-known Delafield Fund has beaten 99% of funds in its category over the past five and ten years, and the latest issue of Financial Planning…
Einhorn on Gold, Apple, and Lessons from the Crisis
Hedge fund guru David Einhorn says gold has the biggest position in his portfolio, due to concerns about the U.S.’s monetary and fiscal policies and questions about the currencies of…
Junk Bond Guru Looking to Stocks
Top Fidelity junk-bond fund manager Mark Notkin is moving away from bonds and into stocks, saying that stocks are offering better values. Notkin’s fund can hold up to 20% of…
Sonders Optimistic, but Cautions on Emerging Markets
Charles Schwab’s Liz Ann Sonders remains optimistic on the economy and stock market, though she expects a near-term pull back — and says investors should be cautious about emerging market…
Grantham Says There's Value in Cash
GMO’s Jeremy Grantham says that both bonds and stocks are overpriced, and that investors should have a substantial portion of their portfolios in cash, allowing them to take advantage when…
Winters High on Stocks; Keying on Far East
The Wintergreen Fund’s David Winters says the widespread pessimism about stocks is creating big opportunities in the market. Winters, whose fund has about 90% of its assets in stocks, tells…