Blackrock’s Dennis Stattman, whose Global Allocation Institutional fund has been one of the better performing funds in its class over the past five and ten years, says he’s keying on…
Top Manager Getting Less Defensive
Top mid-cap fund manager Jonathan Simon says he’s adding some risk to his portfolio heading into 2012, and is high on some regional banking stocks. Simon tells CNBC that he…
Ritholtz on Individual Investors' Greatest Enemies
Barry Ritholtz of The Big Picture blog and FusionIQ says investors need to know who they are up against when managing their portfolios — and says that to find perhaps…
Siegel Sees Historic Buying Opportunity
Wharton professor and Stocks for the Long Run author Jeremy Siegel says stocks are as cheap as they’ve been since the early 1950s, when the interest-rate climate is taken into…
Is The Market Undervalued Or Overvalued?
The stock market may either be significantly overvalued, or it may be selling near historically low levels — it all depends on whom you’re talking to and what valuation metric…
Mobius Sees Euro Crisis Ending Mid-2012
Templeton Asset Management’s Mark Mobius says the European debt crisis isn’t as bad as many believe, and he expects it to be resolved in mid-2012. “The European crisis isn’t as…
Paulsen: Invest While Afraid
Wells Capital’s Jim Paulsen says that investors can feel free to worry about Europe’s debt crisis, but that it shouldn’t stop them from owning stocks. Paulsen tells Yahoo! Finance’s Breakout…
Winters, Davis See Gloomy Climate As Buying Opportunity
Top fund manager David Winters says that now is not the time to be fleeing stocks, and that he feels “like a kid in a candy store” because of the…
Top Managers Look To Unloved Japanese Stocks
While Japanese stocks have for years has yielded little for investors, some top value investors are keen on the country. In a column for SmartMoney, Brett Arends writes that Japan’s…
Doll: Focus on Dividends and Free Cash Flow
Blackrock’s Bob Doll says investors should focus on firms that pay strong dividends — but make sure that the firms have the free cash flows to raise their dividends. “Dividends…