Top value investor Chuck Akre says he’s remaining cautious on the stock market, though he’s finding a number of picks that he says are low-risk, high-reward options. “The US is…
Paulson Sees Weak Housing Market
John Paulson says weakness in the housing market is posing a threat to the U.S. economic recovery. “In my eyes, the major risk for the American recovery is the stagnation…
Guru Strategy Rating Changes: Petrobras Rising, GSK Falling
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…
Cooperman Still Optimistic on Stocks
Hedge fund guru Leon Cooperman says he’s still optimistic on the stock market, though his optimism has been tempered a bit recently. Cooperman (whose market commentary starts around the 10…
Soros Talks China, Dollar, Inflation
Hedge fund guru George Soros says inflation in China is a serious concern, and says the Asian power made a mistake in not letting its currency appreciate in value. Soros…
The Shiller P/E: In Need of a Revision?
Does the “Shiller P/E” need a revamp? Some well-known strategists say yes, but others — including Yale Economist Robert Shiller himself — say no. While most strategists and publications use…
Reese Finding Value in Telecom Stocks
In his latest article for Morningstar.com, Validea CEO John Reese takes a look at some of his top picks in a sector that hasn’t gotten much love during the two-year…
Siegel Concerned About Oil Prices
Author and Wharton Professor Jeremy Siegel says his biggest worry about the stock market is oil prices. Siegel tells CNBC that if oil prices level off, he thinks stocks will…
Muhlenkamp Likes Big Tech Plays, Auto-Related Stocks
Top value investor Ron Muhlenkamp is finding value in large-cap technology stocks, as well as some picks in the automobile industry. “European banks and insurance companies were big sellers of…
Oberweis Keys on Midwestern Niche Firms
Newsletter guru Jim Oberweis says he’s finding great value in small-cap, niche-type companies in some very unexciting places. “Niche businesses can pop up anywhere these days, and I’ve found many…