Gardner Looks to Inflation-Fighters

Tom Gardner, co-founder and CEO of The Motley Fool, says he thinks the next ten years will be a much different story for stocks than the past ten years, and says investors should be keying on companies that have the ability to raise prices in an inflationary environment. In a wide-ranging interview with The Fool’s David Kuo, Gardner talks about both his broader approach to investing, and the current state of the market. While many… Read More

Top Market Forecaster Sees Continued Gains

Sam Eisenstadt, the longtime former Value Line research director, says he thinks stocks are going to keep moving upward in the next six months. In his MarketWatch column, Mark Hulbert writes that Eisenstadt’s model is predicting that the S&P 500 will gain almost 12% over the next six months, which would put the index over 1,300, given recent levels. Hulbert says Eisenstadt is worth listening to. “Prior to his retirement, of course, Eisenstadt had spent… Read More

Tilson: “Froth” Making for Opportunities

In his latest letter to his hedge fund clients, top value investor Whitney Tilson says he thinks “froth” has been a big driver of the market recently, and says he remains high on short picks that have thus far disappointed. “The expectation (followed by the implementation) of another round of quantitative easing (QE2) triggered a ‘don’t fight the Fed’ burst of optimism across the market and, in particular, a speculative orgy among the most popular… Read More

Gross on Interest Rates, U.S. Competitiveness

PIMCO bond guru Bill Gross says he thinks the Federal Reserve will keep interest rates low “for years”. In an interview with Bloomberg, Gross also talks about what policies he thinks the U.S. should pursue to increase its competitiveness in the global economy. [youtube=http://www.youtube.com/watch?v=TUelG7nRgtk]

Winters Taps Emerging Market Growth Via Europe

Top fund manager David Winters says he’s trying to get exposure to emerging market growth, but he’s doing so in an unconventional way: by focusing on European stocks. Winters tells Bloomberg that he wants his shareholders to have exposure to the parts of the world “where people want everything we have and are willing to go out and get it,” But with investors having poured cash into emerging market stocks in 2010, he says focusing… Read More

Reese: Value or Growth? Use Both

In his latest column for NASDAQ.com, Validea CEO John Reese says investors shouldn’t think they have to choose between being a value investor or a growth investor. “While often portrayed as polar opposites, value and growth are really more like cousins,” Reese writes. “As Warren Buffett put it in his 2000 letter to Berkshire Hathaway shareholders, ‘market commentators and investment managers who glibly refer to ‘growth’ and ‘value’ styles as contrasting approaches to investment are… Read More

Herro: There’s Value in Japan

Oakmark’s David Herro says he’s finding opportunities in an area many investors are shunning: Japan. While Japan has been dogged by weak economic growth, a languishing stock market, and long-term deflation, Herro tells Morningstar that “the pessimistic macro story obscures value opportunities in Japan at the company level. Quite simply, despite the weakening in the price of Japanese equities, business performance continues to improve. Japan is definitely the cheapest major market, so then the question… Read More

Fisher Welcomes Gridlock, Likes Emerging Market Airlines

With the mid-term elections in the rear-view mirror, Kenneth Fisher says gridlock should be upon us — and that’s a good thing for stocks. “We haven’t had a negative stock market return in either the 6 or 12 months following a midterm election since World War II,” Fisher writes in his latest Forbes column. “It’s typically a time when the volume of political noise gets ratcheted down from the blaring levels of the midterm election… Read More

Hulbert on The Tax-Loss Selling Effect

With the year winding down, Mark Hulbert says history indicates it’s almost time for small-cap stocks to outperform their larger peers. The reason: tax-loss selling (that is, when investors sell losing positions to offset capital gains or other income for the year, thereby lowering their taxable income). In his MarketWatch column, Hulbert says tax-loss selling most often impacts smaller stocks, because large stocks are predominantly purchased “by large institutional investors, many of which operate on… Read More

Top Fund Manager Talks Strategy

While investors have been pouring cash into emerging market stocks and shunning European and U.S. shares, top fund manager N. David Samra is doing just the opposite. Forbes reports that Samra has more than two-thirds of his fund’s assets invested in Europe and 20% in the U.S., and has just one small emerging markets holding. The reason: value. Samra views bargains as stocks he can by at a 30% bargain to “fair value”, which he… Read More