In his latest column for Nasdaq.com, Validea CEO John Reese takes a look at some chemical industry stocks that are attractive right now. “Right now, chemical manufacturers have a couple…
Category: Gurus
Buffett on the Fiscal Cliff
Warren Buffett says that even if the U.S. goes over the “fiscal cliff”, he doesn’t think it will lead to recession. “I don’t think that’s going to happen,” Buffett tells…
This Recovery Isn't Different, Say Reinhart & Rogoff
While some have argued that the U.S. economic recovery has been sub-par, Professors Carmen Reinhart and Kenneth Rogoff — whose research into the aftermaths of financial crises may be the…
Guru-Inspired Picks from a Resilient Sector
In his latest column for Canada’s Globe and Mail, Validea CEO John Reese says he’s finding lots of opportunities in the resilient consumer sector. “The 2008 stock market crash, the…
Fisher: Obama Isn't A "Market Killer"
Worried that President Obama’s re-election will be bad news for stocks? Top strategist Kenneth Fisher says that idea is hogwash. “Nonsense,” Fisher writes in discussing the Obama re-election fears in…
Sonders: Don't Sell Housing Rebound Short
Charles Schwab’s Liz Ann Sonders says that a rebounding housing market will have more of an impact than many believe it will have on the economy. “People are still underestimating…
Buffett, Berkshire Unload Most of JNJ, GE Stakes
Warren Buffett’s firm sold almost all of its shares of Johnson & Johnson and General Electric in the third quarter, while adding a few smaller new positions. Berkshire Hathaway decreased…
O'Shaughnessy Likes Strong Dividend Stocks
While quantitative guru James O’Shaughnessy supported Mitt Romney in the race for the Presidency, he says stocks should still fare well going forward. “The conditions remain relatively good for stocks,”…
El-Erian On How To Handle The Fiscal Trouble
PIMCO’s Mohamed El-Erian says policymakers trying to address the country’s fiscal problems should focus on getting businesses and individuals to put the “ton” of cash now sitting on the sidelines…
Romick on Why Bernanke Needs to Go
In a recent letter to FPA clients, top fund manager Steven Romick says the Federal Reserve’s easy money policies are having and will likely continue to have troubling effects on…