David Herro, one of Morningstar’s fund managers of the decade, says fear in the market is driving investors to safety — and causing them to miss out on excellent bargains…
Wall of Worry Is Strong, Hulbert Says
While the market has jumped in recent weeks, MarketWatch’s Mark Hulbert says sentiment appears to remain low — which is good news for stocks. According to Hulbert, the average equity…
Where Tilson's Looking in Fourth Quarter
Top value investor Whitney Tilson recently discussed some of his top picks for the fourth quarter with CNBC. Among his favorites: payroll processing firm ADP.
Paulsen on the "New Normal" Mania
Wells Capital Management’s Jim Paulsen says that, just as investors succumbed to a mania that made technology stocks wildly overvalued in the late 1990s, they now are falling prey to…
BlackRock's Doll Talks QE2
Blackrock’s Bob Doll says a number of factors are pointing toward stocks grinding higher. In an interview with CNBC, Doll says one of those factors involves Federal Reserve policy. He…
Global Value Picks Buffett, Graham & Lynch Might Like
In his latest article for Forbes.com, Validea CEO John Reese says the high levels of fear in the market are creating a variety of opportunities around the globe for disciplined…
Economy Isn't Out of Woods, Hussman Warns
While the National Bureau of Economic Research recently declared that the so-called Great Recession ended in June of 2009, John Hussman says that doesn’t mean the economic pain is over.…
Gross: New Normal Is Real; Look Outside U.S. for Opportunities
PIMCO’s Bill Gross is standing by his contention that we’re in a “New Normal” for the economy and stock market, saying that investors shouldn’t expect double-digit returns from a stock/bond…
Paulson: Buy a House -- and then Buy Another
Hedge fund guru John Paulson is continuing to bet on big-time inflation hitting the U.S., and as a result is keying on equities, gold, and real estate. Forbes’ Robert Lenzner…
Fisher: New Normal Concept Is "Idiotic"
While many have been talking about — and fearing — a “New Normal” of slower growth for the U.S. economy and stock market, author and top money manager Kenneth Fisher…