As emotional creatures, human beings are prone to a multitude of behavioral biases that can help them in daily life, but hurt them badly in the investing world. Even the…
The Gurus Go Drilling for Oil (and Gas)
In his latest column for Forbes.com, Validea CEO John Reese takes a look at several stocks from the oil and gas industry. “When it comes to big oil and gas…
Fisher: Buy on Fear
Kenneth Fisher says that fears of a eurozone collapse and a double-dip recession in the U.S. continue to be overblown, and thinks stocks are positioned well heading into 2012. “Sentiment…
Focus on Facts, Not Fear, Says Rogers
In his latest Forbes column, John W. Rogers Jr. stresses the importance of staying rational amid market turbulence, and says he’s bullish on the financial sector because investors have been…
Cooperman, Gabelli, Whitman Talk Value
The latest issue of Columbia Business School’s Graham & Doddsville newsletter features interviews with three top investors, Leon Cooperman, Mario Gabelli, and Marty Whitman. (Tip of the cap to GuruFocus.com…
Mobius Not Worried about Europe; High on Commodities
Emerging markets guru Mark Mobius says he’s not too worried about Europe’s financial woes triggering a global recession. “We just don’t see any cause for alarm in the sense of…
O'Shaughnessy: Look to Consumer Staples
Quantitative strategy guru James O’Shaughnessy says that he’s finding value in consumer staples, and that history shows the sector is actually one of the best places to look in most…
More Evidence that Correlations Haven't Really Changed
Recently we highlighted an article from Mark Hulbert that detailed why talk of a new era of higher correlations among stocks is misguided. Now, The Wall Street Journal’s Jason Zweig…
Buffett Bullish on Big Blue, Says Housing in "Depression"
Warren Buffett’s Berkshire Hathaway has taken a 5.4% stake in tech sector giant IBM, and he remains upbeat on equities over the long haul, though he says a “depression” in…
Top U.K. Manager Sees Trouble for Economy, But Not for Stocks
Neil Woodford, the U.K. manager whose fund has posted very strong results over the past year and over the long term, thinks Europe is headed for recession, but thinks equities…