In his latest column for Canada’s Globe and Mail, Validea CEO John Reese looks at stocks that have both value and momentum on their side. “Don’t chase hot stocks. If…
Nygren: Volatility Isn't Risk
For years, volatility and risk have been synonymous in stock market discussions. But in recent commentary, top performing fund manager Bill Nygren says otherwise. In a piece posted on Oakmark’s…
Small, Value, Dividends: The "Triple Threat"
John Buckingham of Al Frank Asset Management says investors should focus on a “triple threat” combination: small-cap value stocks that pay good dividends. “In investing I would argue that the…
El-Erian: Risk/Reward of QE3 Getting "Less Favorable"
PIMCO’s Mohamed El-Erian says the Federal Reserve shouldn’t do anything that would disturb the bottoming of the housing market, and says the risk/reward outlook of another round of quantitative easing…
Top Strategist: Value Doesn't Matter
While many investors don’t consider a stock without looking at its price/earnings ratio or some other valuation metric, Michael Cintolo of the top-performing Cabot Market Letter says he doesn’t look…
Ritholtz: September Is "Make or Break" for Cyclical Bull
Barry Ritholtz of FusionIQ and The Big Picture blog says September will be a “make or break” month for the cyclical bull market. Ritholtz tells Bloomberg’s “Surveillance” that he is…
Hussman Talks "Extreme Strains", and Momentum Investing
Fund manager John Hussman says he sees “extreme strains” ahead that many investors are underestimating. In an excerpt from his most recent market commentary posted on Seeking Alpha, Hussman talks…
Sonders Offers Counterpoint to Gross
Charles Schwab’s Liz Ann Sonders says she thinks Bill Gross’s contention that the “cult of equity is dying” may be off the mark. “Rumors of the death of equities may…
Paulsen: Say 'No' To QE3
Wells Capital Management’s Jim Paulsen says the Federal Reserve shouldn’t undertake another round of quantitative easing, and instead should focus on restoring confidence. “I think the Fed, by continuing to respond…
Buffett's Muni Move: Troubling Sign?
Warren Buffett’s Berkshire Hathaway recently terminated credit default swaps it had made insuring $8.25 billion in municipal debt. Here, Colin Barr of The Wall Street Journal discusses Berkshire’s muni move,…