History has shown that investors who stick to disciplined, fundamental-focused strategies give themselves a good chance of beating the market over the long haul. And one of the investment gurus…
Category: Historical Lessons
Fisher: Buy on Fear
Kenneth Fisher says that fears of a eurozone collapse and a double-dip recession in the U.S. continue to be overblown, and thinks stocks are positioned well heading into 2012. “Sentiment…
Focus on Facts, Not Fear, Says Rogers
In his latest Forbes column, John W. Rogers Jr. stresses the importance of staying rational amid market turbulence, and says he’s bullish on the financial sector because investors have been…
Cooperman, Gabelli, Whitman Talk Value
The latest issue of Columbia Business School’s Graham & Doddsville newsletter features interviews with three top investors, Leon Cooperman, Mario Gabelli, and Marty Whitman. (Tip of the cap to GuruFocus.com…
O'Shaughnessy: Look to Consumer Staples
Quantitative strategy guru James O’Shaughnessy says that he’s finding value in consumer staples, and that history shows the sector is actually one of the best places to look in most…
Birinyi Cautious, But Still a Bull
Laszlo Birinyi says he thinks we’re still in a long-term bull market, but he’s being a bit more cautious these days. Birinyi also tells Bloomberg that he thinks the S&P…
Nygren on a "Once-in-a-Generation" Opportunity
Top value fund manager Bill Nygren says that investors should stop paying attention to every zig and zag the stock market makes, and instead take advantage of a “once-in-a-generation opportunity”…
Reese on Momentum and Value Working Together
In his latest article for Canada’s Globe and Mail, Validea CEO John Reese says that, while many of history’s greatest investors have been value-focused strategists, momentum can also be a…
The Strategy Behind Buffett's Success
In an interview with CNBC, Validea CEO John Reese talks about his Warren Buffett-inspired strategy, and some stocks it’s high on right now. Reese explains how his model uses Buffett-based…
Election Year A Bullish Sign? Maybe Not
Contrary to popular belief, Mark Hulbert says the notion that stock market returns are strong in the years of presidential elections is wrong. In a recent MarketWatch column, Hulbert comes…