With the bull market around its halfway point, in his estimation, Kenneth Fisher is focusing on “big, fat stocks” — that is, large-caps with fat gross profit margins. “It works…
Montier Not Finding Much Safety
James Montier and GMO are known for their conservative, cautious approach — a mindset that has helped the firm often recognize market and economic problems well ahead of others. So,…
Fund Manager Of The Year Talks Strategy, Current Market
Morningstar International Stock Fund Manager of the Year Daniel O’Keefe recently appeared on WealthTrack with Consuelo Mack to discuss how his Artisan International Value and Artisan Global Value funds have…
Yardeni: EM Fears Creating Buying Opportunities
Top strategist Ed Yardeni says recent emerging market troubles aren’t likely to halt the US bull market, instead seeing the recent stock market declines as a buying opportunity. “This seems…
Consider Making Staples A Staple Of Your Portfolio
Consumer staples have been struggling recently, but Validea CEO John Reese says that’s no reason for long term investors to avoid them. “In his most recent edition of What Works on…
Sonders on an EM Contagion
Charles Schwab’s Liz Ann Sonders thinks we are likely to see more short term weakness in the stock market, but she doesn’t think emerging market troubles will upend the broader…
Greenblatt: Large Caps Looking Better Than Small Caps
Standout hedge fund manager Joel Greenblatt says his “Magic Formula” is finding more value in large-cap stocks than small caps right now. Greenblatt told CNBC that, based on a review…
Bogle: Stocks Priced For 6% To 7% Returns
Legendary Vanguard Founder Jack Bogle says not to worry about short-term issues like the recent emerging market turmoil. Over the long haul, it’s the performance of companies that will drive…
How John Neff Beat The Market By Being Boring
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the John Neff-inspired strategy. Below is…
Sonders: No Time To Bail On Stocks
While the market may well hit some road bumps this year, top strategist Liz Ann Sonders of Charles Schwab says it’s no time to ditch stocks. “There is a slightly…