Templeton Asset Management’s Mark Mobius continues to say that emerging markets should be a safe haven for investors, but he stresses that a diversified approach to EMs is key. “A…
Tilson & Heins on Staying Disciplined
Warren Buffett has said that investing is simple, but it’s not easy, and in their latest Kiplinger’s column, value investors Whitney Tilson and John Heins explore that subject. “In The…
Reese: Look to Dividend Stocks, Not Treasuries
In his latest article for Forbes.com, Validea CEO John Reese says that dividend-paying stocks — not Treasury bonds — are a good place to look for yield in the current…
Bogle Sees Stocks Outperforming Bonds
Vanguard Founder Jack Bogle says the odds are “very, very much in favor of stocks” outperforming bonds over the next decade, but also says investors might want to take a…
Focus on Dividends, Siegel Says
Wharton professor and author Jeremy Siegel says dividend-paying stocks — not Treasury bills, which he says are back in “bubble” territory — are the place investors should look for yield.…
Fisher: This Is No 2008; Buy on Volatility
Kenneth Fisher says the wild recent market swings are not the start of another 2008-like plunge, and thinks the global bull market in equities will resume “with gusto” in 2012.…
Swensen on the Dangers of Mutual Funds
Yale endowment manager David Swensen has produced exceptional long-term returns over the long haul. And in a recent op-ed for The New York Times, he takes aim at some of…
Paulsen: Time to Take on Some More Risk
Wells Capital Management Chief Investment Strategist James Paulsen says that he thinks we’re “getting close to the end of this mini-panic” that has rattled the markets, and that investors should…
Guru Strategy Rating Changes: Nike Rising, Chevron Falling
Each week, we take a look at which stocks John Reese’s Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some of the…
Top Strategists See Slow Growth, Strong Profits for U.S. Firms
ISI Group’s Ed Hyman, who has been one of the top-ranked economists on Wall Street for years, says he doesn’t see a new recession hitting the U.S. “The economy has…