Warren Buffett’s Berkshire Hathaway added at least two new positions to its portfolio in the first quarter, and increased stakes in several other holdings. Berkshire added a 10-million-share new position…
Gross: Austerity Won't Work
PIMCO’s Bill Gross says that what is needed to fix the European debt crisis is growth and budget discipline — not mere austerity. “No, that doesn’t work,” Gross says of…
European Woes: Buying Opportunity or Cause for Concern?
James Paulsen of Wells Capital says he thinks the latest European debt fears will, once again, prove to be a buying opportunity for investors. Paulsen also tells Bloomberg that declining…
Stocks for the Sporting Investor
Top fund manager John W. Rogers Jr. says there’s money in sports — and the stocks of sports-related companies. “Sports is in the sweet spot of transformative technology and media…
Siegel: ECB Will Devalue Euro
Wharton Professor and author Jeremy Siegel says he thinks the European Central Bank will eventually devalue the Euro to stem the debt crisis in Europe. “My forecast is ultimately the…
Greenblatt Finding Value in Tech, Retail
Hedge fund guru Joel Greenblatt is finding value in the technology and retail sectors. Greenblatt tells CNBC that he’s high on tech firms like Apple and Microsoft, and retailers like…
ECRI Still Sees Recession Coming
The Economic Cycle Research Institute is standing by its call for the U.S. to enter recession in the middle of this year. ECRI COO Lakshman Achuthan tells Bloomberg that recent…
Hulbert: Value Should Return -- Big Time
Growth stocks have been outperforming value stocks for several years now. But if history is any guide, it may be time to tilt not toward those outperforming growth stocks, but…
Despite Euro Chaos, Fisher Still Bullish
While the chaos surrounding recent elections in Europe is scaring many investors, author and top-performing money manager Kenneth Fisher says it doesn’t change his bullish outlook for stocks for the…
Buffett Buying As Market Dips
Warren Buffett says the market’s recent declines mean nothing to his investing approach, and says Berkshire Hathaway has been adding to its positions recently. “It really doesn’t make any difference…