In his latest Forbes column, John W. Rogers Jr. says that while pessimism remains in the market, he’s generally upbeat. “I am optimistic about the economy and the stock market…
Category: Gurus
Cohen Talks Market, Strategy in Rare Interview
Hedge fund guru Steven A. Cohen of SAC Capital rarely gives interviews. But he recently spoke as part of a conference sponsored by ISI, and, while the conference was closed…
Arnott: Now Not Time to Add Risk
Research Affiliates’ Rob Arnott says the U.S.’s debt problems may not come home to roost in the short term, but they have him very concerned about the long term. “I…
Buffett: It's All About Pricing Power
In a recently released interview with the Financial Crisis Inquiry Commission, Warren Buffett offered an interesting look into what he looks for in his investments. “The single most important decision…
Guru Strategy Rating Changes: JNJ on the Move
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…
Top Manager: Europe Better than You Think
Top fund manager Philippe Brugere-Trelat says investors are underestimating Europe’s ability to handle the debt problems facing many Eurozone countries. Brugere-Trelat tells WealthTrack’s Consuelo Mack that he likes companies that…
Birinyi: It's a Legitimate Bull
While many cynics say that the stock market’s bull run will soon end, Laszlo Birinyi sees it as having quite a ways to go. “This bull market has the strongest…
Putting All Your Chips in Hot, High-Growth Areas? Think Again
In a two-part series for Canada’s Globe and Mail, Validea CEO John Reese shows how chasing hot sectors or regions can lead to big trouble for stock investors. In Part…
Grantham on Why Bubbles Matter
In the second half of his year-end letter, GMO’s Jeremy Grantham takes a look at numerous asset bubbles throughout history, warning investors to ignore bubbles at their own peril. “Responding…
Royce Sticks with Small Caps
While many well-known value investors have been saying that large-cap stocks are due to outperform, top strategist Charles Royce of Royce & Associates says he’s sticking with small-cap plays. Royce…