In an interview with Steven Halpern for MoneyShow.com, Validea CEO John Reese recently talked about the Guru Strategy he bases on noted contrarian investor David Dreman. (more…)
Warren Pieces: Buffett, Burgers, and Buybacks
A periodic look through the archives of the greatest investor in history In Berkshire Hathaway’s 1997 Letter to Shareholders, Warren Buffett talked about why market fluctuations are good for buy-and-hold…
Siegel Still Keen On The Bull
Does the recent market turmoil mean the bull market is ending? Jeremy Siegel doesn’t think so, even if the Federal Reserve starts raising interest rates sooner than previously expected. (more…)
Trennart: It's All About Inflation
Jason Trennart of Strategas Research Partners says there is no good alternative to stocks in today’s low-rate world, and he thinks it’ll remain that way until inflation really starts to…
Herro Talks Europe and Japan
Top fund manager David Herro says he’s not letting macroeconomic events change his investment approach. (more…)
What Do Former World Series Hero Joe Carter And Warren Buffett Have In Common?
In his latest for Forbes.com, Validea CEO John Reese turns to an unlikely source of investment wisdom: Former Major League outfielder and World Series hero Joe Carter. (more…)
Fisher: Bet On An Un-Average Second Half
Stocks are on track for a pretty average year. But Kenneth Fisher says to expect a well above average second half. (more…)
Hawkins & Cates: M&A Limiting Value Opportunities
Top fund managers O. Mason Hawkins and G. Staley Cates say a rise in merger & acquisition activity has made it harder to find attractive value stocks. But they remain…
Nygren: This Is Why Investors (Mistakenly) Think Valuations Are Dangerous
Top fund manager Bill Nygren says that valuations don’t look bad in the stock market, and in his second-quarter letter he offers a few reasons why investors are mistakenly viewing…
Leuthold Looks To Inflation Hedges
Strategist Steven Leuthold thinks inflation fears are likely to hit sometime in the coming year, and he is positioning his portfolio with some inflation hedging investments. Leuthold tells WealthTrack’s Consuelo…