In its year-end letter to clients, hedge fund guru John Paulson’s firm says it’s focusing on equities of firms that have gone through restructuring, and says that we’re in “the…
Look to Japan, Say Two Top Value Managers
Japan continues to deal with economic problems and a stagnant stock market, but top-performing fund manager David Herro says it’s time to buy Japanese equities. “People hate Japan,” Herro told…
Gross: "Exorcise" Treasuries from Portfolios
With the U.S. and many other governments giving bondholders and savers “haircuts” by keeping real interest rates so low, PIMCO’s Bill Gross says it may be time to for investors…
Ritholtz Sees Correction Coming, but Broader Bull Run Continuing
Barry Ritholtz of FusionIQ and The Big Picture blog says he expects a correction of at least 5% to 8% to hit the stock market sometime soon, but doesn’t think…
Hedge Fund Guru: Stocks Best Choice in the Investment Neighborhood
Top hedge fund manager Leon Cooperman says he’s optimistic about the economy, and says a “tremendous number” of cheap stocks exist right now. Cooperman tells CNBC that his economic optimism…
Guru Strategy Rating Changes: RIMM Rising, CVX 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…
Yacktman Sees Shift to Higher-Quality Stocks Coming
In his fourth-quarter shareholder letter, top fund manager Donald Yacktman and his team say they expect the market to shift from stocks with “exciting” stories to those that have “stable,…
Biggs Looks to Big, High-Quality Multi-Nationals
Hedge fund guru Barton Biggs says recent economic data is very encouraging, and says he expects the market to continue climbing a Wall of Worry. Biggs tells Bloomberg that he…
Paulsen: Rising Confidence to Spur Economy
Wells Capital Management Chief Investment Strategist James Paulsen says corporate leaders are now feeling more confident in the economy, and he expects they’ll be acting more aggressively in putting cash…
Fisher Likes Large Caps -- Really Large Caps
In an article in London’s Telegraph, Kenneth Fisher offers an interesting take on large-cap stocks. “I think the time of small-cap dominance is over,” Fisher said. “There will be a…