HowTo Identify A Moat, Guru-style

In his latest column for Seeking Alpha, Validea CEO John Reese looks at how Warren Buffett — and other gurus — have gone about identifying companies with “economic moats”. (more…)

Goldman's Cohen Sounding Bullish

Goldman Sachs’ Abby Joseph Cohen says the improving economy makes for a bullish outlook for equities. Cohen tells Bloomberg Surveillance that with the economy growing at about 3% and corporate earnings…

How Many Stocks Is Enough?

How many stocks do need to have in a portfolio to maximize returns and still limit risk? OSAM’s Patrick O’Shaughnessy recently looked at that question, and his findings may surprise…