One widely held belief about the stock market involves the notion that individual investors have been fleeing stocks like the plague recently. But according to a new report from Vanguard…
Winters: "Things Will Get Better"
David Winters, whose fund is in the top 7% of funds in its class over the past five years, according to Morningstar, says “things will get better” in the U.S.,…
Bet Against Beta Like Buffett
According to a new study, Warren Buffett has been able to produce exceptional stock market returns over the long haul not because of value investing, but instead by focusing on…
Europe Won't Derail U.S. Market, Paulsen Says
Wells Capital Management’s James Paulsen says Europe’s woes will create volatility for the U.S. market, but won’t derail it. Paulsen tells Bloomberg that the sensitivity of financial markets to the…
Shiller Talks Housing, Psychology
Housing guru Robert Shiller says the latest home price data is good news, and he expects prices to continue to rise through the summer months. Shiller tells FOX Business Network…
Hawkins and Romick Talk Europe, Rates, and Margins
While many investors are fleeing the continent, some top fund managers are finding value in Europe. At the 2012 Morningstar Investment Conference, Longleaf Partners’ O. Mason Hawkins said that P/E…
Doll: Stocks Generally Cheap, But Be Picky
Bob Doll says he thinks stocks are cheap right now, and that some pretty bad scenarios are already baked into their prices. Doll tells CNBC that his target for year-end for…
O'Shaughnessy Finding Value in Europe, Stresses Discipline
While the financial headlines have been dominated by day-to-day fears recently, James O’Shaughnessy says that making investment decisions based on short-term factors is a very dangerous game. “All of the…
Herro on Why He's Not Afraid of Europe
In a wide-ranging interview with Fortune, top fund manager David Herro talks about why he’s loaded up on European financial stocks, and offers some interesting insights about his longer-term investment…
Grantham: U.S. Stocks Aren't Cheap, But International Stocks Look Okay
GMO’s Jeremy Grantham says that U.S. stocks are not cheap, as many believe, but that international equities are looking more attractive. “You’d lose a ton in U.S. small caps; but…