Longtime fund manager Hersh Cohen says investors are far too myopic, and allow short-term market swings to drive decision-making in ways that often lead to underperformance. Cohen also tells WealthTrack’s Consuelo…
The Gurus Take a Ride On A Comeback Industry
In a recent article for Real Money, Validea CEO John Reese takes a look at a couple intriguing stocks in the long-maligned auto industry. “On its knees in 2008 and…
Doll: U.S. Economy "Doing Just Fine, Thank You"
Blackrock’s Bob Doll says the U.S. economy “is doing just fine, thank you”, and expects to see second-half growth come in around 2%. Doll also tells Bloomberg that he expects to…
Herro: "Real" Economy Doing Well
Oakmark’s David Herro — who last year was named one of Morningstar’s Fund Managers of the Decade — says that European debt fears and dire predictions about the global economy…
Top Fund Managers Looking to Bounce Back
Many fund managers with strong long-term track records have been hit hard during the market’s late summer/early fall tumble. But, according to Barron’s, that makes several of those funds attractive…
Arnott on The Simple, "Uncomfortable" Truisms
Rob Arnott of PIMCO and Research Affiliates says that he expects developed world growth to significantly lag emerging market growth in the coming years — and says investors should take…
Muhlenkamp: Cautious, But Sees Big Rewards on Horizon
Top value investor Ron Muhlenkamp says he’s holding more cash than he normally would in a recovery, because of concerns about European debt, the U.S.’s balance sheet, and China’s tightening.…
Tilson: Economy Hanging In; Market Cheap as It's Been Since '09 Bottom
Whitney Tilson, who has an exceptional long-term track record but has struggled of late, says several economic indicators — including Warren Buffett — are leading him to believe that the…
Mobius on Commodities, China, The Euro, and Nigeria
Templeton Asset Management’s Mark Mobius says he expects commodity prices to continue to rise, both because he thinks the Federal Reserve will continue to pump more money into the economy,…
Siegel: Valuations Setting Market Up For Strong 3 to 5 Years
Author and Wharton Professor Jeremy Siegel says he expects the stock market to remain volatile, but says he thinks stocks are offering “extraordinary” long-term values. Siegel tells CNBC that stocks…