Charles Schwab Chief Investment Strategist Liz Ann Sonders says the recent unemployment data was “pretty close to great”, and sees job growth continuing to be strong in the coming months.…
Top U.K. Managers Look to U.S.
Some top U.K. fund managers are upping their allocations to U.S. stocks, seeing the American market as offering more safety than some cheaper-looking markets in other parts of the world.…
The Year-End Guru Report: Growth and Momentum Trump Value -- For Now
While 2011 was a tough year for the broader market and value-focused strategies, some growth and momentum approaches fared quite well, according to a new report from Validea.com and John…
Berkowitz Undeterred
Bruce Berkowitz, who was one of Morningstar’s Fund Managers of the Decade in the 2000s but saw his flagship portfolio hit very hard in 2011, is sticking to his guns.…
The Little-Known Guru Who Beats The Market
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 Joseph Piotroski-inspired strategy, which has averaged annual…
Is There A Hole In The CAPE?
While some prominent strategists, including Jeremy Grantham and Robert Shiller, have pointed to the 10-year cyclically-adjusted price/earnings ratio (“CAPE”) as evidence that stocks (in particular the S&P 500) are very…
Dreman: Best Values in 30 Years
Contrarian guru David Dreman says he’s finding stocks as cheap as they’ve been at any time since 1982. Dreman tells Forbes’Steve Forbes that he’s bullish because valuations are low and companies have…
Gabelli, Gross on Where to Look in 2012
Top value investor Mario Gabelli is high on stocks in the automobile, cloud computing, and snack food industries in 2012. Speaking as part of Barron’s 2012 Roundtable, Gabelli says big…
Ritholtz: A Different Take on Bulls and Bears
Barry Ritholtz of FusionIQ and The Big Picture blog says he is bullish on stocks — but it’s not because of the economy. Ritholtz tells Yahoo! Daily Ticker that he…
Swensen on The Active/Passive Debate
Yale endowment guru David Swensen says investors should either be totally active or totally passive in managing their money. “There are two sensible approaches to investing — either 100 percent…