GMO’s Jeremy Grantham has released the second half of his first-quarter letter, and in it he recommends dialing back risk — though he admits he may in the end prove…
Tilson Sees Economy "Muddling Along"; Playing Defense with Portfolio
Top value investor Whitney Tilson says that we’re in unusually uncertain times, and that he’s playing defense with his portfolio. “We believe that we are in a period of ‘unusual…
Mobius Still Likes Brazil
Templeton Asset Management’s Mark Mobius says Brazil is continuing its solid recovery from the global recession, and remains an attractive place to invest. In a piece written for the U.K.’s…
Reese on NatGas Firms with Big Potential
U.S. and Canadian energy firms have been making a slew of natural gas-related acquisition in the past year or two, and in his latest piece for Canada’s Globe and Mail…
Biggs Likes Manufacturers, Capital Equipment Stocks
Hedge fund guru Barton Biggs says he has more confidence in the U.S. market than other markets around the world. “We’ve been through a period here where the bull case…
Guru Strategy Rating Changes: AAPL, MSFT, GM, RIMM All on the 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…
Greenblatt: Don't Focus Too Much on Broader Market's Value
In an interview with Yahoo! Finance’s Breakout, hedge fund guru Joel Greenblatt says he thinks the broader market is “in the range of fairly valued”, but says focusing on the…
Ritholtz Talks Economy, Market
Barry Ritholtz of FusionIQ and The Big Picture blog remains bullish on stocks for the short-term, and says the economy is behaving just as one would expect following a credit…
Winters Looks Overseas; Growing More Concerned About Inflation
Top-performing fund manager David Winters says many investors are overlooking some great bargains beyond the U.S.’s borders. “The most compelling opportunities are no longer in North America but in companies…
Apple vs. Microsoft, By the Numbers
Investors who missed out on buying Microsoft or Apple stock back when the tech powerhouses were just starting out missed out on huge profits. But in the latest issue of…