Top U.K. fund manager Anthony Bolton thinks that China’s economy is better than many realize, and is particularly high on the country’s consumption and services sectors. “We have been through…
Category: Sector Data
The Gurus Dig Deep For Resource Plays
In his latest article for Nasdaq.com, Validea CEO John Reese takes a look at some natural resource-related stocks that look attractive right now. “With the world population continuing to rise,…
Top Small-Cap Manager Plays It Safe
Small-cap growth is an area of the stock market that would seem to imply frequent trading and extra risk. But Jeff Cardon, whose Wasatch Small Cap Growth Fund has been…
A Sector For All Seasons
In his latest Forbes.com column, Validea CEO John Reese looks at new data about what sector of the stock market has provided the most bang for investors’ bucks over the…
What Buffett Sees In The Newspaper Biz
Warren Buffett created a stir with Berkshire Hathaway’s recent acquisition of the Omaha World-Herald, with his firm venturing into an industry that has numerous questions swirling around it. Just what…
Five More Tech Sector Plays for Buffett
In his latest article for Seeking Alpha, Validea CEO John Reese says that Warren Buffett’s recent IBM buy actually isn’t all that out of character for the tech-wary Buffett —…
Winters On How To Tap Into EM Growth, And Limit European Risk
Top fund manager David Winters says he’s finding value in Western companies with exposure to emerging markets, the type of companies that have helped his Wintergreen fund produce strong returns…
The Gurus Go Drilling for Oil (and Gas)
In his latest column for Forbes.com, Validea CEO John Reese takes a look at several stocks from the oil and gas industry. “When it comes to big oil and gas…
Focus on Facts, Not Fear, Says Rogers
In his latest Forbes column, John W. Rogers Jr. stresses the importance of staying rational amid market turbulence, and says he’s bullish on the financial sector because investors have been…
Mobius Not Worried about Europe; High on Commodities
Emerging markets guru Mark Mobius says he’s not too worried about Europe’s financial woes triggering a global recession. “We just don’t see any cause for alarm in the sense of…