Templeton Asset Management’s Mark Mobius says he remains high on the “BRIC” countries — Brazil, Russia, India, and China — and says the Euro and Chinese Renminbi will likely play…
Herro, de Vaulx Still Like Japan
A pair of top fund managers say the deadly earthquake in Japan isn’t shaking their bullishness on Japanese stocks. “Our view on Japan is still the same,” David Herro, one…
Biggs, Fisher, Birinyi Still Bullish
Several top strategists are saying that investors should stick with stocks as the bull market enters its third year. Among them: hedge fund guru Barton Biggs. “I don’t think valuations…
Grantham Planning to Cut Back on Equities
GMO’s Jeremy Grantham is planning to cut back on his equity holdings, though he thinks stocks could continue to rise in the short term before hitting a roadblock, TheStreet.com reports.…
Ritholtz Talks Post-QE2
Barry Ritholtz of The Big Picture blog and FusionIQ says the end of the Federal Reserve’s quantitative easing policies should mean a drop in many asset classes. Here he discusses…
Six Buffett-Style Takeover Picks
Warren Buffett said in his recently released annual letter that he’s on the lookout for potential acquisitions for his Berkshire Hathaway, and in a recent column MSN’s Michael Brush uses…
Herro's Contrarian Take
Fund manager David Herro, who has produced an excellent track record over the past decade or so, says he actually welcomes the recent geo-political turmoil from an investment point of…
Doll Still Likes Energy, Cyclicals
Blackrock’s Bob Doll continues to be high on energy firms despite the surge in oil prices. “I’m still of the view you want to be overweight energy, but I think…
Guru Strategy Rating Changes: AZN, TJX 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…
Faber Likes Japanese Stocks
Marc Faber of the Gloom, Boom & Doom report says he’s high on Japanese stocks, which have been in a bear market for the past 20 years. “If I had…