Many investors get frustrated when companies hold onto large amounts of cash rather than return it to shareholders through dividends or other means. But Validea CEO John Reese says that…
Category: Historical Lessons
Baron On The Futility Of Forecasting, And Why Inflation Is Higher Than You Think
Billionaire investor Ron Baron has a message for those who are trying to predict how day-to-day news will impact the stock market: Stop. (more…)
Reese: Rate Hike Reality Far More Complex Than It Appears
If you’ve been listening to the financial media in recent months, you’ve probably gotten the idea that the interest rate hikes that seem to be on the horizon spell big-time…
Bill Nygren On ... Everything
GuruFocus’s two-part interview with top fund manager Bill Nygren is a must-read, offering insights into Nygren’s incredibly successful value approach. (more…)
Fisher On Why Hillary Won't Win In 2016 -- And What That Means For Stocks
While many believe it’s a foregone conclusion that Hillary Clinton will win the 2016 presidential election, top strategist Kenneth Fisher says history shows otherwise –and that, he says, is likely…
Fisher On Why Hillary Won't Win In 2016 -- And What That Means For Stocks
While many believe it’s a foregone conclusion that Hillary Clinton will win the 2016 presidential election, top strategist Kenneth Fisher says history shows otherwise –and that, he says, is likely…
Sonders, Schwab: Let's Get Normalized
A closely fought “tug-of-war” between bulls and bears has kept stocks trading in a tight range this year, and Charles Schwab strategists think the battle could continue for a while…
Sonders, Schwab: Let's Get Normalized
A closely fought “tug-of-war” between bulls and bears has kept stocks trading in a tight range this year, and Charles Schwab strategists think the battle could continue for a while…
Be Careful With Regional Bank Stocks
It continues to seem likely that the Federal Reserve will start raising interest rates later this year, which has some investors thinking bank stocks are a good bet. But be…
Elite Fund Manager On Why You DON'T Want Dividends And Buybacks
If you are one of the many investors who want the companies in which you invest to return just about any excess cash to shareholders via dividends or stock buybacks,…