In his 2012 letter to Berkshire Hathaway shareholders, Warren Buffett says it was a subpar year for his firm, but that hasn’t dampened his optimism on the future of both…
Category: Gurus
How -- And Where -- Chuck Akre Finds Value
Top fund manager Chuck Akre has been finding a lot of value in both the financial services industry and the discount retail industry, according to a Wall Street Journal piece…
The Piotroski-Based Model: How To Invest Like An Accountant
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Joseph Piotroski-inspired strategy, which has averaged annual…
Investor vs. Speculator: Which Are You?
In today’s financial world, the line between investing and speculation are often blurred. What is the real distinction between the two? Jason Zweig endeavors to answer that on The Wall…
Heebner's Bold Bet On The U.S. Economy
Ken Heebner — whose CGM Focus fund has had its major ups and downs in recent years, but is in the top 1% of its class over the past 10…
Siegel Sees Housing Driving Economy For Rest Of Year
Wharton professor and author Jeremy Siegel says he thinks the improving housing market will push the economy higher in 2013, with the improvement accelerating as the year goes on. Siegel…
Why The "Great Rotation" May Not Be As Bullish As You Think
The “Great Rotation” — the expected move that investors will, at some point, make from bonds to back to equities — has been used as a reason to be bullish…
How Short-Term Thinking Can Short-Circuit Your Portfolio
Many investors think they are being diligent when they continually check in on how their stocks are doing, but Validea CEO John Reese says they may actually be hurting themselves…
Top Fund Manager Sees Change Coming
Top fund manager David Winters says that for the first time in years, investors are letting go of Great Recession-triggered fears. “We’re beginning to see a change in sentiment,” Winters…
Buy If A Correction Hits, Sonders Says
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she remains optimistic on the United States, and thinks that stocks look attractive for long-term investors. “Stock market resiliency continues to…