In a recent interview with CNBC, Whitney Tilson talked about why his firm likes to invest in firms that are the subject of “panicked headline investing”. Tilson says that “we…
Hussman: Profit Margins Skewing Valuations
John Hussman, whose funds had strong long-term track records before getting hit hard the past few years, says those who contend stocks are cheap are way off base. “I can’t…
Fisher on Why Today Is Like the Early '90s
Kenneth Fisher says the market and economic environment right now are reminding him of the early 1990s, and says it’s a good time to buy stocks — selectively. “Let me…
Yacktman Still Focused on Quality
Top fund manager Donald Yacktman says that he’s sticking with high-quality stocks. Yacktman tells CNBC that his biggest holdings include Pepsi, News Corp., and Proctor and Gamble. He also says…
The Downdraft vs. The Flood
Investor sentiment has been on the rise for much of 2012, but Blackstone’s Byron Wien says it may not necessarily be the contrarian indicator it usually is. In a piece…
Paulsen likes EMs, Industrials, Financials
Wells Capital’s James Paulsen says he thinks investors would be wise to look at stocks in the emerging market, industrial, and financial areas of the market. In a radio interview,…
Top Bond Managers Look for More QE
Three top bond fund manager says that a weakening U.S. economy will lead the Federal Reserve to enact “QE3” — another round of quantitative easing — and they are positioning…
History Indicates Market Hasn't Peaked, Says Hulbert
MarketWatch’s Mark Hulbert says that, if history is a guide, we’re not yet near the top of the stock market’s run. Citing a study from Ned Davis research, Hulbert says…
Paulson Sees European Crisis Worsening
Top hedge fund manager John Paulson thinks the European debt crisis is going to worsen, thanks to continuing problems in Spain. “Mr. Paulson told investors in a call on Monday…
The Gurus Test Drive Auto Stocks
In his latest column for Canada’s Globe and Mail, Validea CEO John Reese takes a look at the resurgent auto industry. Reese says that the auto industry, which not too…