While bank stocks have been hit with a lot of tough news recently, top fund manager Bill Nygren of Oakmark has been loading up on them. Nygren says that some…
Category: Sector Data
Reese on Healthcare Bargains
In his latest article for RealMoney.com, Validea CEO John Reese looks at some healthcare stocks that are getting high marks from his Guru Strategies. “As a historically noncyclical industry, the…
Paulsen Likes Industrials, Emerging Markets
Wells Capital’s James Paulsen says he’s finding a lot of good values in emerging market stocks and in US stocks that are more economically sensitive. Paulsen tells BloombergRadio’s “Bloomberg Surveillance”…
Top Strategists Turning to Banks
Bank stocks have been getting little love amid the European debt crisis, but MarketWatch’s Mark Hulbert says some top-performing strategists have been diving into the much-maligned area recently. Hulbert looked…
Contrarian Plays in the Oil Industry
In his RealMoney column, Validea CEO John Reese recently took a contrarian look at oil stocks. “Oil at the moment is on a slippery slope. Prices are at their lowest…
Tech Sector Standouts -- Without the 'A-Word'
In his latest article for Canada’s Globe and Mail, Validea CEO John Reese looks at some top picks in the tech sector — with one very notable and intentional omission.…
Reese: There's Value In Defense
Aerospace & defense stocks and those of other firms that rely on the government for their revenues are traditionally thought of as safe, defensive plays. Not today, however, with major…
Paulsen likes EMs, Industrials, Financials
Wells Capital’s James Paulsen says he thinks investors would be wise to look at stocks in the emerging market, industrial, and financial areas of the market. In a radio interview,…
An Industry That Can Beat Back Inflation
In his latest column for RealMoney.com, Validea CEO John Reese says inflation can be a big hindrance to good investing returns, and highlights one industry — pharmaceuticals — that has…
Reese: Stocks that Have the (Capital) Goods
With the economy rebounding, Validea CEO John Reese says several stocks in the capital goods sector are looking attractive right now. “Just when things looked so bleak [last summer], the…