Newsletter tracker Mark Hulbert says that the market has recently triggered a rare “buy” signal that has historically been a precursor to strong stock gains. The indicator is termed “breadth…
Category: Gurus
Guru Strategy Rating Changes: Healthcare Stocks 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…
Shiller Talks Oil, Housing, and Bubbles
In an interview with WealthTrack’s Consuelo Mack, Yale economist Robert Shiller says that while the broader market is now selling at a significantly higher valuation than historical norms, stocks are…
Greenblatt Explains his "Magic"
Hedge fund guru and author Joel Greenblatt talks about the concepts behind and implementation of his “magic formula” investing strategy in Forbes’ latest “Intelligent Investing” interview. Greenblatt also discusses the…
Grantham Talks Valuations, Bubbles
Jeremy Grantham says the U.S. stock market is now “thoroughly expensive” — except for one subset of the market — and also says he sees more bubbles forming in various…
Siegel: Recovery Now Self-Sustaining, Stocks Have Plenty of Upside Left
Wharton professor and Stocks for the Long Run author Jeremy Siegel says the recession is definitely over and the economy has entered a self-sustaining expansion that isn’t reliant on stimulus…
Heebner & Gross Square Off On Market, Economy
Top fund manager Ken Heebner says that even after the big stock market rally, we’re still seeing a “historic buying opportunity”. But another investing guru, Bill Gross, is less optimistic.…
Dreman on Inflation, and Why He Likes the U.S. over Foreign Markets
Legendary contrarian investor David Dreman is, not surprisingly, maintaining his contrarian approach these days, keying in on two unloved investments: stocks and real estate. “Everything people are cowering away from…
Sonders "Relatively Optimistic"
Another top strategist who is discussing the perils of market timing is Charles Schwab Chief Investment Strategist Liz Ann Sonders. In her latest market commentary, written with Schwab’s Brad Sorensen,…
Pabrai Talks Moats, and "Low Risk, High Uncertainty"
Top value manager Mohnish Pabrai discusses his investment strategy in this recent Forbes.com interview with Steve Forbes. Pabrai talks about the importance of patience for investors; the concept of “low…