In an interview with MoneyShow.com, Validea CEO John Reese discusses which of his “Guru Strategies” has performed best over the long haul, and some of the key lessons he’s learned…
How Many Stocks Is Enough?
How many stocks should an investor own in order to diversify away stock-specific risk? Some interesting data shows that it may be fewer than you think. The data comes from…
Bogle: Think Long Term -- Very Long Term
Legendary Vanguard founder Jack Bogle says he’s cautious heading into 2012, and that investors need to take a long-term perspective. “With the economy, I’m cautious,” Bogle recently told the Associated…
Grantham's GMO Not As Gloomy On Stocks As You Think
While Jeremy Grantham’s GMO has been gloomy about the outlook on stocks, the firm’s head of asset allocation says there are also good opportunities in the market right now. “We…
Buffett-Style Tech Picks
Could Warren Buffett be on the lookout for more tech stocks? That’s a question that Validea CEO John Reese examines in a recent article for Canada’s Globe and Mail. “Not…
Nygren: Don't Chase Bond Performance; Buy Stocks
Top fund manager Bill Nygren says that the best thing investors can do in 2012 is buy more stocks. “The best idea for 2012 is for investors to increase their…
Stattman High on Oil Firms, "Nibbling" at Bank Stocks
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…