In a wide-ranging three-part interview with Morningstar’s Don Phillips, top value investor Bruce Berkowitz discusses several aspects of his investment approach, including the willingness to go against the crowd and…
Birinyi Still a Big Bull
Bullish strategist Laszlo Birinyi, who has said he expects the S&P 500 to rise to 2,100 over the next several years, isn’t deterred by the market’s recent day-to-day movements. “We’re…
Guru Strategy Rating Changes: Intel Rises, AstraZeneca Slides
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…
Forester Looks for Downside Protection
Top value investor Tom Forester, who was the lone equity fund manager to post positive returns in 2008, is worried about the U.S. and global economies and is thus keying…
Are We Headed for Inflation? Deflation? Stagflation? Try "Screwflation", Kass Says
While the 1970s were marred by “stagflation”, money manager and columnist Doug Kass says the U.S. is now being hit by “screwflation” — that is, the combination of inflation and…
Greenblatt on Why Fund Managers Fail
In an article for RegisteredRep.com, hedge fund guru Joel Greenblatt takes a look at why so many mutual funds fail to beat the market averages over the long haul, and…
Sonders: Fed Should Lay Off Further Easing; Economy to Improve
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she’s not in favor of another round of quantitative easing from the Federal Reserve, and remains positive on the economy and…
Berkowitz Still Confident in Financials
Bruce Berkowitz remains high on financial stocks, and says his conviction about his financial holdings has only grown stronger. “I’ve been able to see their earnings for the past few…
Royce on How Small Caps Can Generate Big Returns Without Big Volatility
In an interview with WealthTrack’s Consuelo Mack, top fund manager Chuck Royce discusses why small-cap stocks provide an “evergreen universe” of opportunity. Royce talks about how to reduce volatility in…
Paulsen Sees Strong Growth in Second Half; Likes EM Stocks
Jim Paulsen, chief investment strategist at Wells Capital Management, is expecting 4% economic growth in the second half of the year, and says he’s keying on cyclical stocks that have…