While Netflix shares have been pummeled over the past year-and-a-half, hedge fund guru Carl Icahn is betting on them to rebound, perhaps due to Netflix’s attractiveness as a takeover target.…
What Bogle Sees For Stocks & Bonds In The Next Decade
Vanguard Founder Jack Bogle says he expects stocks to earn real returns of about 4.5% per year for the next decade, and bonds to earn virtually no real return. Bogle divides returns…
Grantham Keeping Head Down Amid Headwinds
In an interview with Charlie Rose for Bloomberg BusinessWeek, GMO’s Jeremy Grantham says he’s going to be quite cautious in 2013. “I am going to be careful, particularly for the…
Cooperman Growing Less Bullish on Stocks, But Sees Few Alternatives
Hedge fund guru Leon Cooperman has become a bit less bullish on stocks, though he thinks they are still the best asset class available for investors. Cooperman tells CNBC’s Larry…
PIMCO Boss: Years of Balance Sheet "Rehabilitation" Ahead
PIMCO Chief Operating Officer Doug Hodge says that monetary easing alone isn’t enough to repair the U.S. economy, and that America is “in for a slow period of balance sheet…
Oberweis: Follow Ben's Lead
Newsletter guru Jim Oberweis says that investors can make some nice profits by following the Fed. “Government policies shape markets, turn winners into losers and, unfortunately, can distort the invisible…
Stocks For An Obama -- Or Romney -- Presidency
In his latest article for Nasdaq.com, Validea CEO John Reese says that investors shouldn’t let speculation about who is going to win the Presidential election affect their investment decisions. “So…
Top Fund Manager: Flight to Safety Overdone
Oakmark’s Clyde McGregor, who manages several funds with strong long-term track records, says his equity/income fund is tilted strongly toward equities, with fixed income offering few good opportunities. McGregor says…
Buffett Talks Economy, Fiscal Cliff, and Berkshire's Portfolio
Appearing today on CNBC’s Squawk Box, Warren Buffett said the global economy is slowing but that the U.S. is doing better than Europe, and said he’s on the hunt for…
Forester Cautious and Defensive
Fund manager Tom Forester released his third quarter commentary earlier this month, and his message was one of caution. “As risks have increased, we have increased our protection,” Forester wrote.…