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…
Category: Gurus
Sonders, Stovall Cautiously Optimistic
Charles Schwab Chief Investment Strategist Liz Ann Sonders and Standard & Poor’s Chief Investment Strategist Sam Stovall are sounding cautiously optimistic about the economy and the stock market this year.…
Nygren: Growth & Value Not an Either/Or
Value vs. growth — when it comes to stock investing, it’s one of the biggest debates you’ll find. But top value fund manager Bill Nygren says that value and growth…
Tilson & Tongue Rethink "Terrible" Business of Shorting
In their January letter to clients, top value investors Whitney Tilson and Glenn Tongue of T2 Partners say their big recent losses on short positions have led them to rethink…
Siegel: Stocks Still Cheap; Bull Has Room to Run
Wharton professor and author Jeremy Siegel says that we’re in a “stealth” bull market that is far from over. “People say the market is ahead of itself? It is nowhere…
Paulson Bullish on Equities, Economy
In its year-end letter to clients, hedge fund guru John Paulson’s firm says it’s focusing on equities of firms that have gone through restructuring, and says that we’re in “the…
Look to Japan, Say Two Top Value Managers
Japan continues to deal with economic problems and a stagnant stock market, but top-performing fund manager David Herro says it’s time to buy Japanese equities. “People hate Japan,” Herro told…
Gross: "Exorcise" Treasuries from Portfolios
With the U.S. and many other governments giving bondholders and savers “haircuts” by keeping real interest rates so low, PIMCO’s Bill Gross says it may be time to for investors…
Ritholtz Sees Correction Coming, but Broader Bull Run Continuing
Barry Ritholtz of FusionIQ and The Big Picture blog says he expects a correction of at least 5% to 8% to hit the stock market sometime soon, but doesn’t think…
Hedge Fund Guru: Stocks Best Choice in the Investment Neighborhood
Top hedge fund manager Leon Cooperman says he’s optimistic about the economy, and says a “tremendous number” of cheap stocks exist right now. Cooperman tells CNBC that his economic optimism…