A new Bloomberg article takes a look at First Pacific Advisors’ Bob Rodriguez, offering some insights into the strategy of the fund manager whose 15% average annual return over the…
Category: Gurus
Tilson & Heins: Healthcare Fears Overdone
Add two more top strategists to those who say that healthcare reform fears are creating some bargains in the sector. In their latest Kiplinger’s column — a piece on contrarian…
Hussman: 80% Chance of 2010 Plunge
John Hussman, whose funds have some of the better long-term track records in the industry despite missing out on much of the ’09 rally, says he sees an 80% chance…
Berkowitz: There's Value in Healthcare
Top fund manager Bruce Berkowitz says that though stocks are up some 60% off their March lows, there are still values left in the market — particularly in the healthcare…
Guru Strategy Rating Changes: Sinopec, Staples Rising
Each week, I take a look at which stocks my Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some…
Birinyi Sees Dow 11,000 by Year-End -- But Warns on Emerging Stocks
Laszlo Birinyi says the stock market rally isn’t done, but says individual investors should avoid emerging markets. Birinyi, who warned about bank stocks back in the fall of 2007, tells…
Yacktman Sees Opportunities in Media Stocks
Donald Yacktman, chief investment officer of Yacktman Asset Management and one of Morningstar’s finalists for fund manager of the decade, is seeing value in an unlikely area of the market:…
Muhlenkamp High on Healthcare, Tech Stocks
Ron Muhlenkamp, whose fund has bounced back strong this year after a rough stretch and has now beaten 90% of funds in its class in the past decade, is high…
When More Stocks Doesn't Equal More Diversification
Diversification is a topic we often discuss on this blog, and in the video below Jason Zweig of The Wall Street Journal offers some very interesting thoughts on the topic.…
Siegel Sees 4%-5% Growth Ahead
Wharton Professor and author Jeremy Siegel says he thinks the U.S. economic recovery will surprise to the upside, with 3.5% GDP growth in the fourth quarter and 4% to 5%…