Microsoft may have just snatched up Nokia’s handset business, but in his latest column for Forbes.com, Validea CEO John Reese says a number of attractive communications equipment stocks remain. “The…
Category: Sector Data
Two Gurus High on Bank Stocks
Five years after the collapse of Lehman Brothers sparked the financial crisis, many investors still don’t trust bank stocks. Top fund managers Bill Nygren and David Ellison think that is…
Oberweis: Small-cap Growth Still A Bargain
Newsletter guru Jim Oberweis says that, while small-cap growth stocks have performed well recently, they remain at very attractive valuations. In his latest Forbes column, Oberweis says that small-caps (those…
Lynch and O'Shaughnessy Style Energy Picks
In his latest Forbes.com column, Validea CEO John Reese says his Guru Strategies are finding some big bargains among big oil companies, many of which have lagged the market in…
How -- And Where -- Chuck Akre Finds Value
Top fund manager Chuck Akre has been finding a lot of value in both the financial services industry and the discount retail industry, according to a Wall Street Journal piece…
Five Retail Picks for the Gurus
In his latest column for Forbes.com, Validea CEO John Reese says that the U.S. consumer is continuing to show resilience despite economic fears, and that has helped create some big…
Woodford Stays Defensive Amid Market Gains
Whille stocks have been performing well, top U.K. fund manager Neil Woodford is keeping his portfolio in defensive position. “At a time when the U.K. stockmarket appears more relaxed about…
Buffett: Banks Won't Be A Problem -- "I Guarantee It"
Warren Buffett says banks will not cause major problems for the economy as they did during the 2008/2009 financial crisis — and he guarantees it. “The banks will not get…
Top Fund Manager: Flight to Safety Overdone
Oakmark’s Clyde McGregor, who manages several funds with strong long-term track records, says his equity/income fund is tilted strongly toward equities, with fixed income offering few good opportunities. McGregor says…
Pharma Firms for the Gurus
Validea CEO John Reese says several pharmaceutical stocks are catching his guru-inspired strategies’ eyes right now. “If the elections are giving you a tummy ache, heartburn or other malady, perhaps…