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…
Bogle: Stand Pat Amid Downgrades
Vanguard founder Jack Bogle says that investors shouldn’t overreact to the news about Moody’s downgrading 15 banks and financial firms, and says Thursday’s big down day for the market was…
Romick on the Fed's Dangerous Game
Top fund manager Steven Romick says the Federal Reserve’s “grand experiment” of propping up asset values will have “severe ramifications” for investors. Romick tells Morningstar that the Fed is trying…
Arnott Likes EMs Over U.S. -- For Stocks And Gov't Bonds
Fundamental indexing guru Rob Arnott says U.S. stocks aren’t cheap, and thinks emerging market equities are offering much more value. “U.S. stocks are actually pretty expensive today, and here’s why,”…
Mobius Talks Emerging Markets
Templeton Asset Management’s Mark Mobius says emerging market stocks are in a “sweet spot” valuation-wise. Mobius tells Bloomberg that on average EM stocks are trading for just 10 times earnings,…
Contrarian Picks for the Gurus
In his latest Nasdaq.com column, Validea CEO John Reese looks at some stocks that have been hit hard in the market’s recent downturn, and which now look like bargains. Reese…
PIMCO on Why Inflation Will Rear Its Head
Top fund manager Mihir Worah of PIMCO says not to be lulled into complacency by the low inflation we’ve seen in recent years. “We expect global inflation over the next…