In the latest edition of Forbes’ Intelligent Investing, top fund manager Ron Baron talks about his investment approach, and offers his take on where the market stands right now. Baron…
Category: Market Valuation
Herro: "Exceptional Time" to Focus on High Quality
David Herro, one of Morningstar’s fund managers of the decade, says fear in the market is driving investors to safety — and causing them to miss out on excellent bargains…
Sonders: Double-Dip Still Unlikely
Charles Schwab Chief Investment Strategist Liz Ann Sonders continues to sound skeptical that the U.S. is entering the second leg of a “double-dip” recession. “Although rhetoric surrounding a double-dip recession…
Gabelli on Mid-Term Elections, Market Impact
Mario Gabelli says that on the whole stocks currently do not have a “margin of safety”, and that he expects concern about the upcoming elections will soon begin to drive…
Nygren: Macro Focus Leading to Plenty of "Micro" Opportunities
Right now, many — if not most — investors are focused on macroeconomic factors. And, says top fund manager Bill Nygren, that has created a number of “micro opportunities” for…
Doll: Strong Earnings Should Drive Market
Blackrock’s Bob Doll says he thinks the market is more likely to be up than down in August. Doll tells CNBC that while there has been a “U-shaped, lazy economic…
Hussman: Market Still Overvalued
John Hussman says technicals and fundamentals are battling it out in the market. And, while the former may take stocks higher in the short term, the latter will win out…
Sonders on Stocks, Gold, and The Machines
Charles Schwab Chief Investment Strategist Liz Ann Sonders says the current market environment “smacks of a buying opportunity,” and says she’s highest on healthcare and technology stocks. “I’m not a…
Stocks Cheaper vs. Bonds than at Bear Market Lows, Top Managers Say
O. Mason Hawkins and G. Staley Cates, whose three Longleaf Partners’ funds have handily beaten the market over the past year and the long term, say stocks present a “superior”…
Tilson & Heins on Shorting Opportunities
In their latest Discovering Value column for Kiplinger’s, Whitney Tilson and John Heins discuss the ins and outs of short-selling, and offer some insight into where they are currently focusing…