In his latest “Number Cruncher” column for Canada’s Globe and Mail, John Heinzl takes a look at some Warren Buffett-type stocks, with help from Validea CEO John Reese’s Buffett-based Guru…
Grantham: World in Midst of Huge Commodities "Paradigm Shift"
GMO’s Jeremy Grantham says that the world is in the midst of a “paradigm shift”, one that involves a skyrocketing population and dwindling resources. And, if we don’t act soon,…
Case, Shiller Discuss Housing Market Concerns
Karl Case says that “in a sense” the housing market has already had a double-dip downturn. Case and Robert Shiller, the co-creators of the S&P/Case-Shiller Home Price Indices, tell Bloomberg…
Guru Strategy Rating Changes: Verizon, Blackrock 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…
Muhlenkamp Says Market Fairly Valued; Sees Volatility Ahead
Top value investor Ron Muhlenkamp says that stocks appear “fairly priced”, and that he expects to see equity prices becoming more volatile. In his latest quarterly letter, Muhlenkamp says he…
#1 Fund Manager Profits from Debt
While debt can be a dangerous thing, Fidelity’s Thomas Soviero — who recently supplanted Ken Heebner as the top-performing fund manager of the past decade — says it can also…
Mobius Sees Opportunities in Middle East
While the turmoil in the Middle East has spooked many investors, Templeton Asset Management’s Mark Mobius sees it as a positive over the long haul. “My outlook is very positive…
Sonders Sounding Bullish, Sees Possible Return of Animal Spirits
Charles Schwab Chief Investment Strategist Liz Ann Sonders says that while a number of concerns about the global economy remain, several positive signs — including falling correlations, improving employment conditions,…
Study: Emerging Markets Offer Diversification -- But Not Through Funds
In recent years, throngs of investors have piled into emerging market exchange-traded funds, with many seeking to diversify their portfolios by investing in a broad swath of emerging market companies.…
Fisher Looks to "Hero CEOs"
Ken Fisher says that, with the bull market maturing, investors can make hay by keying on star CEOs. “Usually the first third of a bull market is led by stocks…