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 Kenneth Fisher-inspired strategy, which has averaged annual…
Reese: There's Value in Healthcare
After rebounding earlier this year from a lengthy period of underperformance, health care stocks have found themselves lagging again over the past month or so. And that, Validea CEO John…
An Unlikely Tech Stock Fan
Donald Yacktman, who for more than a decade has posted one of the best track records of any mutual fund manager, is finding big value in an area he once…
ECRI Chief: We're Tipping into Recession
The Economic Cycle Research Institute’s Lakshman Achuthan, whose group has a strong track record of forecasting economic cycles, continues to think we’ve been “tipping into a recession” since September. Achuthan…
Sonders on the "Real Mortgage Rate"
While many news outlets and pundits have been reporting on how historically low mortgage rates could spur housing demand, Charles Schwab’s Liz Ann Sonders says that they’re missing a big…
Berkshire's Q3 Buying Binge Involved Broader Focus
Warren Buffett’s Berkshire Hathaway invested almost $24 billion in the third quarter, the most it has invested in 15 years, Bloomberg reports. Interestingly, Berkshire’s investments went well beyond the consumer…
Einhorn Likes Gold Miners, CBS, GM
Hedge fund guru David Einhorn remains high on gold, and is now making a bullish bet on gold miners as well. “During the quarter we exchanged a portion of our…
Doll Thinks "Period of Greatest Risk" Has Passed
Blackrock’s Bob Doll says that it looks like odds of the European debt crisis being resolved are increasing, and that the danger to the stock market is abating. “The debt…
Birinyi Cautious, But Still a Bull
Laszlo Birinyi says he thinks we’re still in a long-term bull market, but he’s being a bit more cautious these days. Birinyi also tells Bloomberg that he thinks the S&P…
Economy Now Hinges on Psychology, Gabelli Says
Mario Gabelli says that the fundamentals of the economy indicate the U.S. will avoid recession, but says that psychology of consumers and businesses is the “wild card” in determining just…