Mohamed El-Erian, says to expect major volatility in the coming months — volatility that will create some great opportunities. “We have a bumpy road ahead of us, but I keep…
Study Shows Risks of a Concentrated Stock Portfolio
Believers in holding concentrated portfolios may think a bit differently after reading J.P. Morgan’s report titled “The Agony and the Ecstasy: The risks and rewards of a concentrated stock position“ (hat…
Tepper: Valuations, Earnings and Margins Have Him Cautious
David Tepper, founder of the Appaloosa Management, is far less bullish on the US equity markets than he was a few years ago. Tepper believes now could be a time…
Brightman: EM Stocks Will Most Likely Trump US Stocks Over Next Ten Years
Chris Brightman CIO of Research Affiliates explains how his firms uses stock market valuations to project long term future returns. Brightman says the best returns over the next 10 years…
Two Investors with Over 120 Years of Combined Experience are Bullish
Mark Hulbert of MarketWatch tapped two long term market veterans – Sam Eisenstadt, former research director at Value Line and Norman Fosback, former president of the Institute for Econometric Research…
Dividend Stocks Offering More Than Just Dividends
In his latest piece for NASDAQ.com, Validea CEO John Reese takes a look at some dividend stocks that also offer solid fundamentals. In the article, Reese looks at Patrick O’Shaughnessy’s latest…
Bill Nygren on Value Investing, the Attractiveness of Financials, and Learnings from Different Perspectives
Noted mutual fund manager Bill Nygren of the Oakmark Select fund thinks that long term equity investors can “expect a mid- to upper-single digit minimum return in the market” looking ahead,…
Cooperman Reiterates Positive Market Outlook. Says Oil in "Bottoming Zone"
Leon Cooperman of Omega Advisors lists a host of reasons why he remains optimistic about the market, telling CNBC that this bull market is not yet over. First on this list…
Cooperman Reiterates Positive Market Outlook. Says Oil in "Bottoming Zone"
Leon Cooperman of Omega Advisors lists a host of reasons why he remains optimistic about the market, telling CNBC that this bull market is not yet over. First on this list…
The Largest Buyer of U.S. Treasurys Might Surprise You
According to a report in the WSJ, the largest buyer of U.S. Treasurys has been a “little-known New York hedge fund run by a former Yale University math whiz“. Element…