Top value investor Ron Muhlenkamp says big international growth stocks like Intel look attractive right now. “It is fascinating that Intel sells for just 10 times earnings,” Muhlenkamp tells Money…
Biggs Bullish, Despite Slowing Economy
Hedge fund guru Barton Biggs says the economy has slowed, but he remains bullish on U.S. stocks. “The U.S. and the global economy have clearly slowed pretty significantly,” Biggs tells…
Guru Strategy Rating Changes: Solar Stock Rising, BBY 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…
Fisher on the "Fretting Zone"
Kenneth Fisher says investors need to stop being so myopic, and instead focus on the bigger picture. “Markets don’t care one whit about news sooner than about 90 days from…
The "Seven Immutable Laws of Investing"
In a recent white paper, GMO’s James Montier takes an interesting look at what he says are “The Seven Immutable Laws of Investing”. The first rule, on which Montier spends…
Achuthan, ECRI See Slowdown, But No New Recession
Economic Cycle Research Institute Managing Director Lakshman Achuthan, whose group has an impressive track record of forecasting economic trends, says global industrial growth is headed for a slowdown. But he…
Sonders on What the Commodities Tumble Means for Stocks
In her latest market commentary, Charles Schwab Chief Investment Strategist Liz Ann Sonders looks at the recent commodities decline, and at what it might mean for stocks. While stocks and…
Fisher Sees Change in Leadership; Dumps Emerging Market Stocks
Saying that investors have gotten too bullish on emerging markets, Kenneth Fisher sold more than $1 billion in emerging market exchange-traded funds in the first quarter. “This is about sentiment…
Guru Strategy Rating Changes: Canon, MasterCard on Move
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…
Top Mid-Cap Manager Talks Strategy
In the latest edition of WealthTrack with Consuelo Mack, top mid-cap manager Thyra Zerhusen discusses her investment strategy, and where she’s finding value in the market right now. Zerhusen is…