Fidelity’s Anthony Bolton, one of the U.K.’s most successful fund managers before retiring in early 2008, is putting retirement on hold as he tries to take advantage of what he…
Category: Gurus
Mobius: Be Ready for Emerging Market Correction
Templeton Asset Management’s Mark Mobius says investors should be ready for a 20% correction in emerging market stocks, triggered by Dubai’s attempt to delay its debt payments and compounded by…
Fisher Still Bullish, Focused on Materials Stocks
Kenneth Fisher thinks that a strong internal demand for materials and commodities in emerging market countries is part of what will continue to drive materials stocks higher. Fisher also tells…
Ritholtz on the Economy/Market Disconnect
Barry Ritholtz of The Big Picture blog and Fusion IQ says that, while the economic recovery is anemic, a number of other factors are making stocks continue to look attractive.…
Guru Strategy Rating Changes: Foreign Firms on the Move
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…
Biggs Sees Market Moving Higher
Hedge fund guru Barton Biggs tells Charlie Rose that he expects the next major move in the market will be to the upside, and says he thinks the U.S. would…
How to Beat the Market with Graham, Buffett, Lynch, and the Gurus
In a wide-ranging interview with The Kirk Report, Validea founder and CEO John Reese explains how he developed his guru-based investment strategy, why it has been so successful, and what…
Gross Says to Buy Utilities
Bond guru Bill Gross of PIMCO is finding value in at least one area of the stock market: utilities. In his monthly investment commentary on PIMCO’s web site, Gross talks…
Dreman: Correction, Major Inflation Coming
Noted contrarian investor and author David Dreman says a correction is coming for the stock market — but he says investors are best off just holding their ground and riding…
Paulson Bets Big on Gold ...
Hedge fund guru John Paulson is making a big move into gold, launching a new fund that focuses on shares of gold miners and other gold-related shares and gold derivatives,…