Bruce Berkowitz, who in 2010 was named one of Morningstar’s Fund Managers of the Decade but has been hit hard in the past year, says he continues to be high…
Fisher: Ignore "Chittering Chimpanzee" Pundits
Kenneth Fisher says investors’ short memories are causing them to fall prey to overblown fears about the economy and stock market, and says he thinks stocks will make some nice…
Herro: This Isn't 2008; Values Abound In Quality Stocks
Morningstar Fund Manager of the Decade David Herro says the market is littered with cheap quality stocks right now, as investors erroneously compare the current financial situation to the crisis…
Grantham Gloomy, But Finding Value
GMO’s Jeremy Grantham is predicting more gloom for the U.S. economy, but he says stock valuations are “finally” such that investors can build portfolios of equities with potential for solid…
Meredith Whitney, The Bull?
While she’s known for her bearish calls, including her prescient prediction of the banking crisis that hit the U.S. in 2008, analyst Meredith Whitney says she’s seeing “incredible opportunities” for…
Arnott on Why the Valuation Picture Is Troubling
Interest rates and inflation have a much greater role in stock market valuations than you might think, and that means the stock market is on a “very dangerous” path, according…
The Lynch Approach: GARP, PEGs, and Profits
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 Peter Lynch-inspired strategy, which has averaged annual…
Hussman: Recession Now "Virtually Certain"
Fund manager John Hussman says a new recession — and a Greek debt default — are now “virtually certain”. In his latest market commentary, Hussman says that the markets seem…
Hulbert: History Says Value Stocks May Be Ready To Rebound
MarketWatch’s Mark Hulbert says that a couple of historical factors are indicating that value stocks may be ready to finally start outperforming growth stocks again. Hulbert notes that value stocks,…
Are Stock Prices Already Factoring In An Earnings Slowdown?
Michael Lipper, a former president of the New York Society of Security Analysts, says he thinks stocks are already pricing in a slowdown in sales growth and a decrease in…