Last month, Barron’s published stock picks of eight leading investors who participated in its AOSI conference. Below are several of the longer-term trends identified by these industry leaders. Felix Zulauf,…
Top Manager Borrowing From the Peter Lynch Playbook
Putnam manager Jerry Sullivan takes a three-pronged approach to picking stocks, including approaches reminiscent of Fidelity’s Peter Lynch, with whom Sullivan began his career. As a student intern 30 years…
Dan Fuss, the "Four Ps" and the Bond Market
Dan Fuss, vice-chairman of Loomis Sayles and manager of the Loomis Sales Bond Fund, has been in the fixed-income markets more than half a century. Over the last ten years,…
Value Portfolio, Meet Big Mo'
Much like a shot of nutrient-rich wheatgrass can add a “power boost” to your morning smoothie, a shot of momentum can add a big boost to your value investing portfolio,…
Chinese Easing Might be Magic Formula for Stocks says Tepper
In a recent CNBC interview, hedge fund manager David Tepper says, “if there was a magic formula, it would be China really easing a lot, and I consider them much…
Guru Stock Screen of the Week: Top 10 "Magic Formula" Stocks
This week, we bring you the Stock Screen of the week from Validea. On Validea.com, you can screen for stocks using the site’s Guru Stock Screener, which scores stocks based…
One Market Indicator Shrieks Sell While Two Others Suggest Stability
Morningstar’s John Rekenthaler examines three indicators of valuation for their possible predictive effect and tentatively concludes the market is likely to remain stable. He says the Shiller P/E ratio, which…
Birinyi: Bull Market to Continue Onward & Upward
“My six-month forecast is [that stocks will go] higher,” says Laszlo Birinyi, founder and president of Birinyi Associates, Inc. He has been a persistent bull in recent years, and has repeatedly…
Stock Market Performs Better During Democratic Presidency
A study by Ned Davis Research shows that, over the last century, the market has performed better when a Democrat is in the White House and Republicans control Congress. Since…
How Your Brain Hurts Your Returns - And What You Can Do To Stop It
What’s the biggest obstacle to investment success? Validea’s John Reese says it may well be our own brains. “The capabilities of human beings’ brains are staggering,” Reese writes in his…