In their “Discovering Value” column in Kiplinger’s, Whitney Tilson and John Heins say they think the strong recent market rebound is overdone, because we’re not out of the financial sector…
Category: Gurus
Greenblatt on Markets, Magic Formula & More
In a wide-ranging interview, author and hedge fund guru Joel Greenblatt has responded to a myriad of reader questions on GuruFocus.com, offering his thoughts on portfolio strategy, macroeconomic analysis, and…
Fisher's Advice -- The Old, and The New
This month marks the 25th anniversary of Kenneth Fisher’s Forbes magazine column, and in his latest piece Fisher offers his thoughts on what has changed — and what hasn’t —…
Buffett's Best Advice
Fortune is running its annual “Best Advice I Ever Got” issue, with respondents ranging from golfer Tiger Woods to Google CEO Eric Schmidt to former Secretary of State and Ret.…
Faber: Gold & Equities the Places to Be
Marc Faber, the money manager and Gloom Boom & Doom Report editor who has an excellent track record of market calls, sees severe inflation coming, and says investors should be…
The Graham Approach: Still Making Hay after 60 Years
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This week’s issue looks at the Benjamin Graham-inspired Value Investor strategy,…
New Normal? For Stocks, More Like Old Normal, O'Neil Says
A lot of investors and strategists are spending a lot of time these days trying to envision what the investment landscape will look like when the economy and market settle…
O'Shaughnessy on Why Stocks Are Still Attractive, and the Value Resurgence
In his latest market commentary, Jim O’Shaughnessy writes that the market is seeing a major flip-flop in leadership similar to what often occurs at the end of recessions, and says…
Buffett Isn't Seeing Green Shoots -- But Says They'll Come
Despite all the talk of “green shoots”, Warren Buffett says that he’s seen no bounce in the economy. He tells CNBC that, while the government has done a good job…
Dreman "Terrified" of Bonds
Famed contrarian investor David Dreman says inflation concerns have him “terrified” of bonds and seeing good times for stocks and real estate. “I think we’re going to have some of…