Even with the market up more than 90% off its 2009 lows, top fund manager Donald Yacktman says he’s still finding big values in big, blue-chip stocks. “I don’t think…
Guru Strategy Rating Changes: PBR Rising, KKR 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…
Mobius on How to Invest in China
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…