Leon Cooperman, whose hedge fund has averaged 16% annualized returns over its 18 years of existence — 6 points per year more than the S&P 500 — thinks we’re still…
Sonders: Wall of Worry Intact, Valuations Modest
Charles Schwab Chief Investment Strategist Liz Ann Sonders thinks we’ll see increased volatility in the stock market, but expects stocks to continue to grind higher from here. Sonders tells Yahoo!…
Nygren Says Stocks Still Cheap
Bill Nygren, whose Oakmark I fund is up more than 60% in the past year and in the top 1% of its class over the last decade, thinks stocks are…
Bogle Sees Stocks Doubling Bonds in Next Decade
A decade ago, Vanguard founder and investment legend John Bogle said bonds were in for a nice run and stocks were headed for tough times — a prediction that turned…
Swensen Sees Opportunities in Clean Tech
Yale endowment guru David Swensen is seeing a number of opportunities in “green” investments, writes TheEnergyCollective.com’s Marc Gunther. “Yale University’s influential $16.3 billion endowment has taken stakes in startup companies…
Grant: Higher Yields Coming
James Grant of Grant’s Interest Rate Observer sees higher rates ahead for Treasuries. Grant has also compiled a new report about the credit quality of Treasuries, with some interesting findings…
The Graham Strategy: Still a Winner after 60+ Years
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Benjamin Graham-inspired strategy, which has…
Shiller: Hurdles Await Housing Market
The housing market, which was at the heart of the 2008 financial and stock market meltdowns, is improving but has some big hurdles ahead, says Yale economist Robert Shiller. He…
Sonders Remains Optimistic
While some have been concerned about the low volume and lessened volatility in the market of late, Charles Schwab’s Liz Ann Sonders remains upbeat on stocks. “The grinding-higher [market] action…
Guru Strategy Rating Changes: Guess Rising, AT&T 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…