In his latest Forbes column, David Dreman bashes Federal Reserve Chairman Ben Bernanke, and says it’s likely that the Fed’s continued quantitative easing will lead to “serious inflationary repercussions for…
Category: Sector Data
Fisher: 2011 a Year of the "Alpha Bet"
Kenneth Fisher says 2011 is “likely to be very frustrating for bulls and bears alike”. Fisher says the last few years have been years of betting on beta — broad…
Yacktman, Stattman Still High on Big Blue Chips
Several top value managers who keyed on large stocks — to their portfolios’ detriment — in 2010 are continuing to focus on big blue chips as we head into 2011.…
Forester Sees "Yellow" Light for Market
Fund manager Tom Forester says he sees the market flashing a “yellow light” rather than a green or red one, and he’s focused on healthcare and consumer staple stocks. “Our…
Top Fund Manager Talks Strategy
While most long-only equity funds have struggled in the past decade, Donald Yacktman’s two funds have returned 12.4% and 12.9% per year, respectively. And in a recent interview with The…
Gardner Looks to Inflation-Fighters
Tom Gardner, co-founder and CEO of The Motley Fool, says he thinks the next ten years will be a much different story for stocks than the past ten years, and…
Herro: There's Value in Japan
Oakmark’s David Herro says he’s finding opportunities in an area many investors are shunning: Japan. While Japan has been dogged by weak economic growth, a languishing stock market, and long-term…
Fisher Welcomes Gridlock, Likes Emerging Market Airlines
With the mid-term elections in the rear-view mirror, Kenneth Fisher says gridlock should be upon us — and that’s a good thing for stocks. “We haven’t had a negative stock…
A Look Inside a Little-Known Fund Star
Dennis Delafield and Vincent Sellechia’s little-known Delafield Fund has beaten 99% of funds in its category over the past five and ten years, and the latest issue of Financial Planning…
Akre Looks to Bargain Retailers
Top value fund manager Chuck Akre says he’s holding the lowest level of cash in his new fund since it launched more than a year ago. Akre tells Bloomberg that…