Top fund manager David Herro, who benefited from emerging market stocks in the 2000s, is now finding little opportunity among them. “It all has to do with price,” Herro tells Bloomberg.…
To Buffett, Growth Is Value
In the latest issue of Forbes magazine, Validea CEO John Reese says that good investors — including Warren Buffett — don’t get fooled into playing the “growth vs. value” game.…
Dalio: Cash and Bonds "Terrible" Plays Right Now
Hedge fund guru Ray Dalio says cash and bonds are both “terrible” investments right now. Dalio tells CNBC that with interest rates kept artificially low by the Federal Reserve, investors…
Why Value Investing Is More Relevant Than Ever
Value stocks have collectively lagged growth stocks by a decent margin over the past five years, leading many to question whether value approaches still work. In a piece written for…
Birinyi On Why The Bull Won't Stop Here
Strategist Laszlo Birinyi sees stocks going higher, backed by good fundamentals and good sentiment conditions. Birinyi tells Bloomberg that many investors are still “fighting the tape”, and that sentiment thus…
Finding Growth In A Slow-Growth Economy
Growth has been sluggish in the United States for some time now. But in a recent Seeking Alpha column, Validea CEO John Reese says that doesn’t mean there’s no growth…
Gross: Bond Bull Is Ending
PIMCO “bond king” Bill Gross says that the bull market in bonds is ending. Gross tells Bloomberg that, without additional quantitative easing, he thinks treasury bonds will decline in yield…
The Benefits of Self-Doubt
Warren Buffett and Ray Dalio are two of the most well-known, successful investors in the world. And The Wall Street Journal’s Jason Zweig says they have at least one key…
Advisers vs. Machines
Professional and individual investors have long had a hard time beating the broader market. And, says Mark Hulbert, the rise of computer trading programs may be making it harder than…
Oberweis: Small-cap Growth Still A Bargain
Newsletter guru Jim Oberweis says that, while small-cap growth stocks have performed well recently, they remain at very attractive valuations. In his latest Forbes column, Oberweis says that small-caps (those…