A number of the world’s top investment strategists recently gathered for Barron’s annual roundtable to offer their thoughts on where the economy and markets are heading. David Herro, Abby Joseph…
Category: Gurus
Doll On The Dollar, Oil, And The Fed
A stronger dollar and falling oil prices tend to help the economy, but right now those two factors aren’t helping stocks, Nuveen’s Bob Doll says. (more…)
The Best Sector For The Long Haul Isn't What You Might Think
Every other issue of the Validea Hot List newsletter examines one the investing greats behind John P. Reese’s computerized Guru Strategies. This latest issue looks at the James O’Shaughnessy’s research…
The Small-Cap Effect Lives -- With A Twist
Small stocks have lagged their larger peers over the past decade. But does that mean the “small-firm effect” is dead? Not exactly, says Mark Hulbert in a recent Barron’s column. (more…)
Three Beaten-Down Oil Stocks Graham and Greenblatt Might Like
In his latest column for Canada’s Globe and Mail, Validea CEO John Reese says that the recent plunge in oil prices and oil stocks has made for opportunities for strong-stomached…
Back To The 90s? Get Ready For Crises Within A Bull, Sonders Says
Charles Schwab’s Liz Ann Sonders says she expects the bull market to roll on, but she wouldn’t be surprised to see some major speed bumps along the way. Speaking at…
Shiller: Look For Pockets Of Value Abroad
Nobel Prize-winning economist Robert Shiller says that, while US equities look to be on the pricier side, stocks in other parts of the world are dirt-cheap. (more…)
How Walter Schloss Became a "Superinvestor"
While not as well known as fellow Columbia University value investors Warren Buffett and Benjamin Graham, Walter Schloss produced one of the best stock investing track records ever. And in a…
Nygren Uses Oil Plunge As Bargain-Hunting Opportunity
Bill Nygren, one of the top fund managers of the past decade, says he’s been bargain-hunting in the wake of oil’s big decline. (more…)
Buffett On Why You Don't Need To Be An Expert On Everything
How many stocks do you need to be right on to get rich? A lot fewer than you think, according to Warren Buffett. (more…)