Warren Buffett made headlines recently with Berkshire Hathaway’s acquisition of Precision Castparts. And in his latest Forbes.com column, Validea CEO John Reese talks about why the firm is a “Buffett-esque”…
Should You Use Dividend Yield As A Value Metric?
Is dividend yield an effective value metric? Not in the US, says Patrick O’Shaughnessy. (more…)
Got Rate Hike Fever? Relax, Says Yardeni
Will the Federal Reserve raised interest rates in September? That’s a question that many investors have been fixating on. But top strategist Ed Yardeni says that a rate hike really…
Faber Says We're In A "Stealth Bear"
While stocks are up slightly this year, Marc Faber of the Gloom, Boom & Doom Report says that a “stealth bear market” has been going on under the surface. (more…)
Faber Says We're In A "Stealth Bear"
While stocks are up slightly this year, Marc Faber of the Gloom, Boom & Doom Report says that a “stealth bear market” has been going on under the surface. (more…)
Paulsen: Watch For Commodities To Surprise -- If This Happens
Wells Capital’s James Paulsen says a commodities rebound will depend on what the dollar does, and he thinks the dollar has been in “peaking mode” since March. (more…)
The Risks Of (Over-)Diversification
While many mutual fund managers have hundreds of stocks in their portfolios as a way to diversify away stock specific risk, James K. Glassman says you can get nearly the same…
Feeling Jittery? Get Defensive
Investors have been getting jittery lately, given the specter of US interest rate hikes, China’s problems, and Europe’s lingering concerns. But Validea CEO John Reese says that those thinking of…
Romick Sees Some Value In Big Tech, Russia, and Little Else
Top value fund manager Stephen Romick continues to be wary of the current stock market environment, and has a big chunk of his portfolio in cash. (more…)
Rogers: Wait To Buy Oil
While oil has again been plunging, commodities guru Jim Rogers says he wouldn’t start buying oil – yet. (more…)