Hedge fund guru Barton Biggs says he’s continuing to find opportunities in the stock market right now, though he’s not too bullish on financials. Biggs tells Bloomberg that worries about…
Ritholtz Dials Back Risk
Money manager and author Barry Ritholtz has been dialing back risk in his portfolio, using short-focused exchange-traded funds to hedge his long bets. “We don’t think a recession is imminent,…
Akre: Fundamental Analysis Is Critical
Top value investor Chuck Akre says that, while the 2008 financial crisis has led him to incorporate more of his macroeconomic views into his investment decisions, fundamental analysis remains the…
Mobius Looks to Consumer, Commodity Stocks
Templeton Asset Management’s Mark Mobius says he’s high on consumer and commodity stocks because they can survive another financial crisis — which he says is inevitable because the causes of…
Bogle Talks Stocks, Munis, and The Fed
In a wide-ranging recent interview with Fox Business News, Vanguard founder John Bogle says it’s reasonable to expect stocks to return about 7% to 8% per year in this decade,…
Winters Finding Value in Developing Markets; Says Future Is Bright
Top value investor David Winters says he’s finding opportunities among luxury goods firms that are doing strong business in Hong Kong. Winters also tells Bloomberg that, more generally, he thinks…
The Five Disciplines that Will Make You a Better Investor
What makes a good investor? Barry Ritholtz of FusionIQ and The Big Picture blog says it’s not an MBA or a degree in economics. “We churn out MBAs like made-in-China…
What Do P/E Ratios Mean for the Market in the Short Term? Not Much, Says Hulbert
Is the stock market overvalued? Undervalued? In the short term, MarketWatch’s Mark Hulbert says, it probably doesn’t matter. In an interview with MarketWatch’s Laura Mandaro, Hulbert says that the market’s…
Five High-Quality Blue Chips for a Post-QE2 World
In his latest column for Nasdaq.com, Validea CEO John Reese looks at high-quality blue-chip stocks that have become very cheap, thanks in part to the Federal Reserve’s quantitative easing policies.…
Sonders Sees Hope on Job Front
Charles Schwab Chief Investment Strategist Liz Ann Sonders says Wednesday’s big down day for the market is not reason to dump stocks. Sonders discusses the reasons for Wednesday decline, and…