Warren Buffet’s strategy has changed over the years because the funds he manages have grown, according to Professor George Athanassakos article in Canada’s Globe & Mail. Both the old and…
Category: Gurus
Contrasting Buffett’s New & Old Value Investing Styles -- Cigar Butt vs. High Quality.
Warren Buffet’s strategy has changed over the years because the funds he manages have grown, according to Professor George Athanassakos article in Canada’s Globe & Mail. Both the old and…
Top Fund Manager Looks for “Perfect Balance Sheet” to Find Opportunities
Sandy Rufenacht, manager of the Aquila Three Peaks Opportunity Growth Fund, has outperformed many of his money management peers by focusing in on companies that are paying down debt. Rufenacht’s…
Passport Capital’s Burbank Betting Against EM & Commodities (And Getting it Right!)
John Burbank of Passport Capital is predicting continued weakness for emerging markets and a slowdown domestically, which he believes will force the Federal Reserve to reverse course on its stance…
Passport Capital’s Burbank Betting Against EM & Commodities (And Getting it Right!)
John Burbank of Passport Capital is predicting continued weakness for emerging markets and a slowdown domestically, which he believes will force the Federal Reserve to reverse course on its stance…
Quality Matters for Small Cap Investing
Cheap stocks with higher return on equity and lower leverage have outperformed other small stocks, based on comparing the portfolios of deep value small-cap funds (such as Aegis Value, down…
Paulsen Urges Shifting More Towards International Stocks
US investors should start considering a heavier weighting to international stocks, according to James Paulsen of Wells Capital Management. Paulson, who is chief investment strategist at Wells, says that a…
Bridgewater's Dalio Worries about Fed's Effectiveness in Next Downturn
Ray Dalio, the founder of one of the world’s largest hedge funds, believes that monetary policy going forward will be less effective than in the past. He says that the…
Bridgewater's Dalio Worries about Fed's Effectiveness in Next Downturn
Ray Dalio, the founder of one of the world’s largest hedge funds, believes that monetary policy going forward will be less effective than in the past. He says that the…
Dividend Stocks Loved By Strategies of Legendary Investors
In his latest Forbes article, Validea.com CEO John Reese looks at 5 dividend plays that offer much more than just dividends. Reese looks at dividend investing as it relates to…