Schwab Chief Market Strategist Liz Ann Sonders, who correctly predicted the recent recession in October 2008 and its end in June of 2009, remains optimistic about the economic future of…
Category: Gurus
Dorfman: "Channeling Graham" in Search of Value Stocks
John Dorfman, the well respected Bloomberg columnist and chairman of Thunderstorm Capital, discusses Ben Graham’s contribution to investing and his value-based investment approach. Dorfman outlines Graham’s strategy, which includes looking…
Buffett and the Financial Crisis: A Mixed Bag of Results
In a recent update made to her best selling book The Snowball: Warren Buffett and the Business of Life, Alice Schroeder has added a new 31 page section that outlines…
Has the Housing Market Turned? Nope, Say Tilson & Heins
In their latest column for Kiplinger’s, Whitney Tilson and John Heins — who were way ahead of the curve in predicting the housing crisis — say they don’t think the…
O'Shaughnessy Sees S&P 1200 by mid-2010
In Barron’s latest Big Money Poll, about 60% of money managers say they are bullish or very bullish on the stock market through the middle of 2010, though nearly half…
Doll Says Market Hasn't Hit Cyclical High
Bob Doll, chief investment officer for global equities as Blackrock, tells Bloomberg that he’s recently cut back a bit on some healthcare stocks and added to cyclical areas like energy.…
Buckingham Says There's Value in Those Left Behind
While the market is up well over 50% since its March low, money manager John Buckingham says you can still find values — particularly in areas left behind in the…
Gabelli Says "Plain Ol' Stock Picking" Still Works
In an interview with CNBC, GAMCO’s Mario Gabelli says the way to make money in a fairly flat market is by going back to “plain ol’ stock picking” — and…
"High-Quality" Picks from the Gurus
In the past two days, two of the most successful gurus I follow — GMO’s Jeremy Grantham and Gotham Capital’s Joel Greenblatt — have said that they are seeing a…
Greenblatt: High-Quality Appears to Offer Most Value
Hedge fund guru Joel Greenblatt says that he thinks the best values in the stock market are probably now in the “high-quality” area, as opposed to the junk stocks that…