Oakmark’s David Herro says global equities remain a “good asset class”, and thinks that a Mitt Romney presidency would mean good things for the U.S. economy. Herro tells Bloomberg that…
Eveillard: Gold Still Looks Good
Top value investor Jean-Marie Eveillard says that despite its big gains in recent years, gold “cannot be overvalued” in the current environment. “We have, so far, a minor correction,” Eveillard…
Sonders: U.S. Economy Turning, Healthier Market Should Follow
Charles Schwab Chief Investment Strategist Liz Ann Sonders says the U.S. economy appears to have hit some inflection points, which means good things for stocks. “I believe it’s important to…
Pharma Firms for the Gurus
Validea CEO John Reese says several pharmaceutical stocks are catching his guru-inspired strategies’ eyes right now. “If the elections are giving you a tummy ache, heartburn or other malady, perhaps…
Bogle: Stop Gambling and Invest
In a recent interview, Vanguard founder Jack Bogle said investors should “get out of the casino”, and practice real investing — not speculative trading. “Get out of the casino, own…
Berkowitz Still Going Against The Crowd On Financials
Top fund manager Bruce Berkowitz remains high on beaten-down financial stocks, saying that many have improving business trends and balance sheets and extremely cheap shares. Berkowitz tells WealthTrack’s Consuelo Mack…
Gross Talks Stocks, Bonds, Gold & Inflation
PIMCO bond guru Bill Gross says that both stocks and bonds are a bit “bubbled” because of the Federal Reserve’s policies, but that high-quality dividend-paying stocks should perform better than…
Mobius: China and Europe Fears Overwrought
Emerging markets guru Mark Mobius says he thinks people are too pessimistic on China and Europe. “If you look at independent statistics as related to China — for example, exports…
What History Tells Us About Stocks & The Fiscal Cliff
Many pundits and investors have been forecasting big trouble for the stock market if the U.S. goes off the “fiscal cliff” at the end of the year, and tax rates…
Wien Sees Reasons for Optimism
Blackstone Advisory Partners’ Byron Wien predicted before the year began that the S&P 500 would rise above 1,400 in 2012. Now that it has, he sees it climbing even higher.…