Templeton Asset Management’s Mark Mobius says that he’s still high on Chinese stocks, but that — as in any market — good stock-picking and a disciplined approach are key to…
Buffett: Dollar Will Decline
Reiterating his belief that the U.S.’s stimulus policies will lead to inflation, Warren Buffett says investors should steer clear of long-term American fixed-income investments, because the dollar will not hold…
Reese: Top Picks from the Rebounding Healthcare Sector
In his latest column on Seeking Alpha, Validea CEO John Reese says his Guru Strategies are finding some intriguing picks in the healthcare sector. “For much of the two-year-plus stock…
Study: Why Stocks Could Do Well in Next Decade -- Even If Growth Is Slow
Since the stock market crash of late 2008, investors have heard a lot about the “New Normal” — the notion that we’re now in a new era of lower-than-average economic…
Where Shiller Sees Potential Bubbles (Hint: It's Not the Stock Market)
Yale economist Robert Shiller has a reputation for being one of the most astute “bubble-spotters” in the world, having warned of both the tech stock bubble of the late 1990s…
Tricks for Spotting Neff-Type Bargains
In a recent column for Bloomberg, John Dorfman channels John Neff, who compiled one of the best track records ever while managing the Windsor Fund for more than three decades.…
Whitney Sounding Not-So-Gloomy
Meredith Whitney — the banking analyst who was one of the few to warn of the financial crisis ahead of time, and who has maintained a pretty gloomy outlook since…
Fisher Boosts Japan Exposure, Calls Out Media
Ken Fisher says he’s increased his exposure to Japan in the wake of the recent crisis — and he says the media is “fanning the hysteria” surrounding the nuclear situation…
Grantham Growing Bearish
GMO’s Jeremy Grantham says people may be underestimating the impact the Japan crisis will have on the rest of the world, and says he’s growing less confident that the “Presidential…
Buffett Sees Buying Opportunity in Japan
Warren Buffett says the tsunami, earthquake, and nuclear reactor scare in Japan wouldn’t deter him from investing in the country. In fact, he says it’s created a buying opportunity. “Frequently,…