Emerging markets guru Mark Mobius says that emerging markets remain attractive, though inflation and sovereign debt are two factors that could impact global growth. “The rise in emerging market equity…
Tepper Likes U.S., High on Semiconductors
In a wide-ranging interview on CNBC, hedge fund guru David Tepper offered his take on the market and particular sectors, industries, and asset classes. Tepper says the U.S. stock market…
2010 Guru Report: Piotroski Approach Leads Way With 55% Gain
While 2010 was a good year for the broader stock market, it was an even better year for John Reese’s Validea.com Guru Strategies. For the full year, Reese’s guru-inspired 10-stock…
Oberweis: Small-Cap Growth Rally Not Over
Newsletter guru Jim Oberweis says that, while small-cap growth stocks have experienced a big rebound in the past two years, they have plenty more room to run, Canada’s Globe and…
Hulbert on Which Industries to Watch
While 2010 was a year in which economic worries abounded and fears of a double-dip recession were sky-high, an unlikely sector led the market’s gains: consumer discretionary firms — i.e.,…
Zweig on Cloudy Forecasts
While scores of analysts and strategists have been offering their 2011 forecasts about how much the S&P 500 will gain or lose, how much gross domestic product will grow or…
Fisher Sees U.S. Outperforming in 2011
Kenneth Fisher says he thinks U.S. stocks will outperform the rest of the world in 2011. In an interview with Bloomberg, Fisher also reiterates his belief that 2011 will be…
Tilson: Housing Crisis Near "Seventh Inning"
Whitney Tilson, one of the few to warn of the housing bubble before it burst, says we are now around the “seventh inning” of the housing crisis. Tilson tells CNBC…
Herro: "Outstanding Opportunities" Exist
In his latest shareholder letter, Morningstar’s International-Stock Fund Manager of the Decade David Herro says that he remains “convinced there are still outstanding opportunities for long-term investors”. “Not only have…
Siegel Still Bullish
Wharton professor and author Jeremy Siegel says stocks look very attractive valuation-wise, and thinks the market will rise 10% to 15% this year. Siegel also tells Bloomberg that he thinks…