Microsoft may have just snatched up Nokia’s handset business, but in his latest column for Forbes.com, Validea CEO John Reese says a number of attractive communications equipment stocks remain. “The…
Category: Gurus
Two Gurus High on Bank Stocks
Five years after the collapse of Lehman Brothers sparked the financial crisis, many investors still don’t trust bank stocks. Top fund managers Bill Nygren and David Ellison think that is…
Why Sonders Likes the U.S. over EMs
Charles Schwab’s Liz Ann Sonders expected a pause in the bull market this summer, and we got one. But over the longer term, she remains very optimistic on the U.S. …
What Keeps Siegel Up At Night
In a column for Kiplinger’s, the bullish Jeremy Siegel talks about what he sees as threats to his upbeat outlook. Siegel cites a couple risks whose impacts would go far…
Mobius: Emerging Markets Still Look Good for Long Term
While emerging markets have taken their licks this summer, Templeton Asset Management’s Mark Mobius says the declines offer more of a buying opportunity than a sign of long term trouble…
Faber Sees Big Correction, Then Deflation Troubles
Marc Faber of the Gloom, Boom & Doom Report thinks U.S. stocks are heading for a correction — a big one. Faber tells CNBC that he sees a few big reasons…
The Trouble with Mean Reversion
Mean reversion is a key part of many investors’ strategies, and right now some are pointing to above-the-mean cyclically-adjusted price/earnings ratios as a sign that stocks are overvalued. But Morningstar Vice…
Reese Talks Expectations, Ben Graham, and Blue Jays
In his latest column for Canada’s Globe and Mail, Validea CEO John Reese talks about the impact that expectations can have on stock investing. “Many of history’s best investors have…
Herro Focused on Europe, Not Emerging Markets
Top fund manager David Herro has been buying up stocks in an extremely unloved area of the market: European banks. “If you look at our portfolio, we’re most overweight Europe…
Buyback Stocks or Dividend Plays? Nygren Weighs In
When companies put cash to work to increase shareholder value, it can be a very good thing. But top fund manager Bill Nygren says certain types of cash deployers are…