Quantitative strategy guru James O’Shaughnessy says that he’s finding value in consumer staples, and that history shows the sector is actually one of the best places to look in most…
Category: Sector Data
Buffett Bullish on Big Blue, Says Housing in "Depression"
Warren Buffett’s Berkshire Hathaway has taken a 5.4% stake in tech sector giant IBM, and he remains upbeat on equities over the long haul, though he says a “depression” in…
Reese: There's Value in Healthcare
After rebounding earlier this year from a lengthy period of underperformance, health care stocks have found themselves lagging again over the past month or so. And that, Validea CEO John…
Akre Likes Discounters
Top value investor Chuck Akre has built on his excellent long-term track record this year, and now he’s high on discount retailers and at least one cell phone tower company.…
Biggs: "Rally Going to Continue for a While"
Hedge fund guru Barton Biggs, who had been reducing equity exposure late in the summer months, has recently reversed course and has continued to up his exposure since the announcement…
Romick Finding Value in Large-Caps
Top-performing fund manager Steven Romick, who often targets smaller stocks, is finding that the current market environment has larger stocks looking attractive because of their valuations. “We think owning good,…
Tilson: Plenty of Values Right Now
Whitney Tilson says the U.S. economy is in better shape than most people think, and he is finding big value in a number of prominent companies’ shares. “The U.S. has…
Hedge Fund Chief: Asia Offers Big Opportunities for Value Investors
Michael van Biema, whose value-focused firm’s funds garnered several InvestHedge awards in 2010, says the Asian markets are offering particularly good opportunities for value investors. “They’re getting really, really cheap…
Oberweis: In Fearful Times, Look to Small-Caps
While investors often rush into larger blue-chip stocks and Treasury bonds when market fears are high, newsletter guru Jim Oberweis says that’s often the wrong move to make. “In my…
Guru-Inspired Picks from the Ripening Farming Industry
Profits in the agriculture industry are reaching all-time highs, and in his latest Forbes.com article, Validea CEO John Reese offers some ideas for how investors can profit from the surge.…