Contrarian guru David Dreman says he’s finding the biggest investing opportunities right now in North American stocks. Dreman tells Canada’s Globe and Mail that over the long term — the…
Category: Gurus
Wien Sees Oil Prices Falling, S&P Rising in 2012
Blackstone’s Byron Wien has released his annual list of “surprises” for the coming year, and among the predictions are a decline in oil prices to the $85 range, the housing…
Mobius Sees Soft Landing For China, Increasing Role For Renminbi
Emerging markets guru Mark Mobius says he sees a soft landing for China, and thinks it is “very possible” that the country’s renminbi will become one of the world’s reserve…
Sonders Says Bottom "Largely In" for Housing
Charles Schwab’s Liz Ann Sonders has made some very prescient calls on the economy and housing in recent years, and now she says that the much-maligned housing market may have…
Guru Strategy Rating Changes: Apple Rising, J&J Falling
Each week, we take a look at which stocks John Reese’s Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some of the…
Top Forecaster: Market Fundamentals Best in 20 Years
Top forecaster Norman Fosback says “the market’s fundamental position has evolved to the most favorable alignment in 20 years,” and sees big gains for stocks over the next year and…
Shiller Sees Signs of Hope
Yale Economist Robert Shiller says a number of factors are keeping unemployment high, which, in turn, is keeping the economic recovery tepid. But, he seems optimistic about the U.S.’s longer-term…
Report: Stocks Cheapest Since 1990
Stocks are cheaper than they’ve been in more than two decades, according to a new report from Bespoke Investment Group. According to CNBC.com, Bespoke says in its 2012 outlook report…
Biggs Bullish, But Cautious
Hedge fund guru Barton Biggs says he’s bullish on stocks, “assuming that the world holds together”. Biggs says he’s still very nervous about the lack of progress regarding Europe’s debt…
Paulsen: Turn to Unloved Sectors in 2012
Wells Capital’s Jim Paulsen thinks the European debt crisis will fade into a “chronic problem” rather than a crisis in 2012, which will help the economy and stocks perform better…