Templeton Asset Management’s Mark Mobius is finding a good deal of value in a place not known for great investments: Africa. Mobius tells Investors Chronicle that he’s high on telecoms,…
Shiller Worried More Housing Declines Ahead
Yale Economist Robert Shiller says the long decline in housing prices may not be over yet. “Home prices show a lot of momentum; they’re not like the stock market.…
The Lynch Strategy: Still Beating the Market Two Decades after Magellan
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Peter Lynch-inspired strategy, which has averaged annual…
Herro: Great Time to Be a Bottom-Up Investor
While it seems that all of the investment world is fretting over Europe’s debt woes, top fund manager David Herro of Oakmark is seeing a big opportunity. “As we all…
Buffett-like Bargains North of the Border
Buy when others are fearful, Warren Buffett says, and lately, there’s been a lot of fear in markets, thanks to the resurgence of the European debt crisis. So in his…
Gross: U.S. Is "Cleanest Dirty Shirt"
PIMCO bond guru Bill Gross says that the U.S. is currently offering the best of several bad options for bond investors. “It’s what we call the cleanest dirty shirt, and…
All Downhill for U.S. Manufacturing? Not So Fast
Conventional wisdom has long held that the U.S. manufacturing sector is on the decline. But in a new research report, Kenneth Fisher’s firm offers a very different take. “The U.S.,…
Has the Market Topped? History Says 'No'
If the stock market has indeed already topped out, it would be an aberration by historical standards, Mark Hulbert says. In his MarketWatch column, Hulbert looks at a handful of…
Siegel on Stocks, Euro Parity
While the market has struggled in recent weeks, Wharton professor and author Jeremy Siegel remains confident that the Dow Jones Industrial Average will hit 15,000 by the end of 2013.…
Would Buffett's Latest Moves Impress The Gurus?
In his latest column for Forbes.com, Validea CEO and author of The Guru Investor John Reese takes a look at how Berkshire Hathaway’s and Warren Buffett’s latest moves stack up…