A number of top value investors are continuing to see big bargains in big blue chips. Among them: money manager and columnist Whitney Tilson. “If you’re worried about a feeble…
Category: Sector Data
Hulbert on Where to Invest if Deflation Hits
Would deflation be bad for stocks? Many investors appear to think so, judging from the market’s recent hiccups after signs that deflation could be rearing its head. But MarketWatch’s Mark…
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…
Herro Goes Against Crowd, Keys on Europe
Top fund manager David Herro, who has beaten the market handily over the long haul by going against the crowd, is now keying on a couple very unloved areas of…
Berkowitz on Why He Still Likes Financials
Morningstar domestic stock fund manager of the year Bruce Berkowitz is standing by his big bet on beaten-down financials, and recently explained why on Consuelo Mack’s WealthTrack. Berkowitz says that,…
Top BlackRock Manager Eyes Blue Chips
Dennis Stattman, whose BlackRock Global Allocation Fund has an excellent long-term track record, says big blue chips are offering lots of value. Stattman tells Bloomberg that blue chip companies like …
Hussman Sees "Abrupt Collapse" Coming for Dollar
In his latest market commentary, top fund manager John Hussman continues to express a bearish view, and says that more quantitative easing by the Federal Reserve is likely to trigger…
Fear Has Fisher Bullish
Investors have been fleeing stocks in a hurry in recent months, and that has top money manager Kenneth Fisher feeling bullish. “I’m never going to be bearish when people are…
Oberweis Likes Chip Stocks
Newsletter guru Jim Oberweis is finding a lot of value in an area of the market that was hit hard by the recent recession: semiconductor capital equipment stocks. “After a…
Berkowitz, Renaissance Targeted BP
Top fund manager Bruce Berkowitz has been buying up beaten-down financials for several months now. In the second quarter, he also keyed on a beaten-up energy company — much-maligned BP.…