Top fund manager Bob Rodriguez of First Pacific Advisors says the U.S. needs to get is financial house in order — and soon. “We need significant fundamental reductions in expenditures…
Rogers: "Mountain" of Corporate Cash to Help Market
In his latest Forbes column, John W. Rogers Jr. says that while pessimism remains in the market, he’s generally upbeat. “I am optimistic about the economy and the stock market…
Cohen Talks Market, Strategy in Rare Interview
Hedge fund guru Steven A. Cohen of SAC Capital rarely gives interviews. But he recently spoke as part of a conference sponsored by ISI, and, while the conference was closed…
Arnott: Now Not Time to Add Risk
Research Affiliates’ Rob Arnott says the U.S.’s debt problems may not come home to roost in the short term, but they have him very concerned about the long term. “I…
Buffett: It's All About Pricing Power
In a recently released interview with the Financial Crisis Inquiry Commission, Warren Buffett offered an interesting look into what he looks for in his investments. “The single most important decision…
Guru Strategy Rating Changes: JNJ 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…
Top Manager: Europe Better than You Think
Top fund manager Philippe Brugere-Trelat says investors are underestimating Europe’s ability to handle the debt problems facing many Eurozone countries. Brugere-Trelat tells WealthTrack’s Consuelo Mack that he likes companies that…
Why The CAPE Ratio Isn't A Silver Bullet
The “CAPE” Ratio — or Cyclically Adjusted Price/Earnings Ratio — has gained attention in recent years, and many commentators have recently pointed to the ratio as a reason that stocks…
Birinyi: It's a Legitimate Bull
While many cynics say that the stock market’s bull run will soon end, Laszlo Birinyi sees it as having quite a ways to go. “This bull market has the strongest…
Study: Lower-Risk Can Mean Higher Reward
Higher risk equals higher reward — it’s one of the tenets of modern portfolio theory. But, reports Forbes’ Daniel Fisher, a new study shows that may not, in fact, be…