The manager of the Oakmark International Fund, David Herro, believes it is a good time to invest in emerging markets. The fund had roughly one-quarter of its portfolio in emerging…
Category: Gurus
Taking "Short-term Lumps" for Long-Term Value in Emerging Markets
The manager of the Oakmark International Fund, David Herro, believes it is a good time to invest in emerging markets. The fund had roughly one-quarter of its portfolio in emerging…
Gains Ahead? The "Halloween Indicator" and Winter Gains
Analysis of data going back to the creation of the Dow in the late 19th century by Hulbert Financial Digest suggests that the stock market performs significantly better from Halloween…
Gains Ahead? The "Halloween Indicator" and Winter Gains
Analysis of data going back to the creation of the Dow in the late 19th century by Hulbert Financial Digest suggests that the stock market performs significantly better from Halloween…
What Yogi Berra, Pete Carroll, and Fantasy Football Can Teach Us About Investing
Can watching sports and playing fantasy football make you a better investor? Definitely, says Oakmark’s Howard Marks – if you take away the right lessons. In a piece for Barron’s,…
Buffett Stock Picks Having a Tough Year so far in 2015
Warren Buffet’s Berkshire Hathaway has had an amazing 50-year run, with its market value per share growing 1,826,163 percent. That’s a compounded annual gain of 21.6% over that period, compared…
Guru Stock Screen of the Week: Lynch Approved Stocks + Low Valuations + Long-Term Earnings Growth + Dividends
This week, we bring you the Stock Screen of the week from Validea. On Validea.com, you can screen for stocks using the site’s Guru Stock Screener, which scores stocks based…
Paulsen Predicts Lower Returns and Riskier Market Ahead for U.S. Investments
James Paulsen, chief investment strategist at Wells Capital Management, suggests that low unemployment is likely to precipitate decline in U.S. stocks and bonds. “Post-war history suggests investors should prepare for…
The Advantages of an Active Value Management Approach
Pzena Investment Management’s Third Quarter 2015 Community Newsletter says that “Value investing is not a simplistic factor, but rather a philosophy that requires research to outperform over the long run.”…
Stocks Trading Near 12-Month High May Be a Good Investment
Morningstar data shows that, at least for Canadian stocks, buying equities at or near their 12-month high may be a better investment than buying companies trading near their 12-month low. …