After struggling in 2011, Morningstar Fund Manager of the Decade Bruce Berkowitz is rebounding strong in 2012, with his Fairholme fund in the top 1% of funds in its category…
Little-Known Manager, Huge Returns
A recent article in Investment News highlights a mutual fund manager you probably don’t know — but you should. The manager, James Wang of the Oceanstone Fund, has returned 41%…
Valuation Expert Says Market Only "Slightly Expensive"
An expert on stock valuation who warned about the late-1990s Internet bubble says that stocks aren’t near bubble territory today. Stocks are only “slightly expensive relative to their long-term average,” John Campbell,…
Lee and Rosenberg Square off on Stocks
Thomas Lee, chief U.S. equity strategist at JPMorgan Chase, and David Rosenberg, chief economist and strategist at Gluskin Sheff & Associates, went head-to-head recently on Bloomberg in discussing their differing…
Woodford Says Economy Doesn't Support "Wave of Optimism"
Top U.K. fund manager Neil Woodford sees a “wave of optimism” among stock investors, and says it may be unjustified given the state of the global economy. “The current wave…
Shiller Not Convinced Housing Has Bottomed
Yale Economist Robert Shiller says he’s not sure the housing market has yet hit the turning point that some analysts say it has hit. Shiller tells CNBC that prices have…
Dividends a "Powerful Theme", Says Top Fund Manager
Royce and Associates’ Charlie Dreifus, whose Royce Special Equity fund is in the top 11% of its category over the past ten years and the top 5% over the past…
Goldman: Equities Cheapest vs. Bonds in a Generation
In a new report, Goldman Sachs says that stocks are as attractive compared to bonds as they’ve been at any time in the last generation, and that investors would be…
Mobius: Low Yields and Inflation Will Push Money Into Stocks
Templeton Asset Management’s Mark Mobius says that the combination of low-yielding fixed-income investments and looming inflation fears will have investors moving out of Treasurys and into stocks. “People are now…
Biggs Getting More Bullish
Hedge fund guru Barton Biggs has been increasing his exposure to stocks, saying that their relative attractiveness compared to bonds and fixed-income investments will drive investors toward them. “I’ve been…