Rob Arnott of PIMCO and Research Affiliates says there are “pretty high odds” that the economy is in the second dip of a double-dip recession, and thinks emerging market stocks…
Category: Sector Data
Yacktman: Big Blue Chips As Cheap As He's Ever Seen
Top fund manager Donald Yacktman says that in his 40-plus-year investment career, he has “never seen so many large, profitable businesses selling on a relative basis to other things as…
The Gurus Take a Ride On A Comeback Industry
In a recent article for Real Money, Validea CEO John Reese takes a look at a couple intriguing stocks in the long-maligned auto industry. “On its knees in 2008 and…
Oberweis: China Fears Way Overblown
Newsletter guru Jim Oberweis says that investors have wildly overreacted to fears about China’s slowing growth. “International funds have relentlessly poured out of China as fears of slowing growth surfaced…
Guru-Style Service Sector Picks
In his latest article for Morningstar, Validea CEO John Reese looks at top stocks from the service sector — an area of the economy that he says is faring better…
De Vaulx Likes Oil & Gas, Japan
Top value investor Charles De Vaulx has been cutting back on gold holdings and is high on oil and gas stocks and Japanese equities. De Vaulx tells Bloomberg that with…
Berkowitz: For Banks, Focus on Today's Data -- Not Unfounded Future Fears
Bruce Berkowitz, who in 2010 was named one of Morningstar’s Fund Managers of the Decade but has been hit hard in the past year, says he continues to be high…
Reese, Grantham, and Resource Stocks
Discussing Jeremy Grantham’s warning on dwindling natural resources, Validea CEO John Reese takes a look at some resources-related stocks that get high marks from his “Guru Strategies” in his latest column…
Herro Buying Amid "Fear and Rumor"
Top fund manager David Herro says that fear and rumors have been driving stock prices — not fundamentals — and that has him buying. “We think there is great value…
Berkowitz Still Thinks Big Financials Will Get Their Due
Bruce Berkowitz, one of Morningstar’s Fund Managers of the Decade for the 2000s, is sticking by his conviction that AIG and other financial stocks are undervalued and will make big…