Top strategist Kenneth Fisher says that hedge fund managers who’ve been fleeing Canadian stocks are making a big mistake. “A growing number of funds are betting that Canada’s commodity-based economy…
Tepper Still Says Tapering Is A Good Thing
While others are fretting about the possibility of the Federal Reserve tapering its asset-purchasing plan, hedge fund guru David Tepper says tapering efforts would actually be good news. “All the…
Ritholtz On "Ex-Post Facto Market Rationale"
While many market commentators were blaming Thursday’s declines on fears of the Federal Reserve tapering its asset-purchasing program, Barry Ritholtz is skeptical — and says the attempts to explain the…
For Whitman, Value Still Rules
Value investing legend Marty Whitman built his reputation by buying down-and-out stocks. And today, he says he still believes that’s the way to go. “You’re trying to figure out what…
Low-P/E Stocks That Pass An Accountant's Tests
In his latest column for Forbes.com, Validea CEO John Reese takes a look at how to go beyond the P/E ratio when looking for cheap stocks. “P/E ratios are useful…
OSAM: How To Win In Emerging Markets
Emerging markets can make for enticing investments, and new research from James O’Shaughnessy’s firm shows how fundamental-focused investors can really take advantage of EM opportunities. “U.S. investors, and other investors…
In The Market, Boring Beats Exciting ...
Investors are very often drawn to flashy, exciting stocks — those that exhibit the most volatility. But, says Mark Hulbert, they should be doing the exact opposite. “That is because…
... Or Does It?
In our previous post, we highlighted the “low-volatility effect” — the historical tendency for lower-volatility stocks to outperform higher-volatility issues. But IndexUniverse’s Elisabeth Kashner says the issue may be more…
Investors And The "Trifecta Of Failure"
What separates great investors from the rest? The Motley Fool’s Morgan Housel says it has to do not with financial acumen, but instead with psychological prowess. While most investors are…
Sonders On What The Bond Rise Means For Stocks
Charles Schwab Chief Investment Strategist Liz Ann Sonders says the recent rise in bond yields doesn’t mean stocks are headed for trouble. When rates start to rise, Sonders says, “the real…