Kenneth Fisher says we’re on the cusp of a major shift in energy usage in the U.S., and savvy investors can benefit from it. In his latest Forbes column, Fisher…
Category: Gurus
Reese on The Buyback Comeback
In his latest article for Morningstar.com, Validea CEO John Reese says companies are ramping up their share repurchasing plans this year, which could yield shareholders some nice rewards. Reese says…
Stiglitz: This Is No Time for Austerity
Paul Krugman isn’t the only Nobel Prize-winning economist saying austerity measures are threatening to derail the economic recovery — not help it. Columbia University’s Joseph Stiglitz tells CNBC that there…
Guru Strategy Rating Changes: MSFT Rising, AMZN 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…
Ritholtz High on Cash, Looking for Clarity
Barry Ritholtz, who turned bullish right around the March 2009 low and bearish shortly before the “flash crash” in May, is now sitting largely in cash — but says his…
Winters Seeing Plenty of "Fat, Slow Pitches"
David Winters, whose Wintergreen fund has a solid market-beating track record, says that he’s seeing a lot of “fat, slow pitches” in the market right now, and that he’s particularly…
Paulsen: Bullish Factors Aligning
Wells Capital Management’s Jim Paulsen says lower Treasury rates will have a positive impact on the economy in the second half of the year. Paulsen tells Bloomberg that with the…
Berkowitz Still Sees Value in Financials
Bruce Berkowitz, whose Fairholme fund has returned close to 13% per year over the past decade while the S&P 500 has been in the red, says he’s still finding a…
Hussman Sounds Recession Bell
Fund manager John Hussman is amping up his recession warnings, saying that, “based on evidence that has always and only been observed during or immediately prior to U.S. recessions, the…
Romick's Three Current Portfolio Themes
FPA Crescent fund manager Steve Romick, who has a lengthy track record of beating the market, recently talked to Morningstar about his multi-asset approach to portfolio management. Romick says three…