Add another big-name financial to the portfolio of top fund manager Bruce Berkowitz: Morgan Stanley. Berkowitz has built up a stake of close to 2% in Morgan Stanley, whose shares…
Doll: Strong Earnings Should Drive Market
Blackrock’s Bob Doll says he thinks the market is more likely to be up than down in August. Doll tells CNBC that while there has been a “U-shaped, lazy economic…
Romick Thinks Big, and Global
Steven Romick, whose FPA Crescent Fund has beaten 99% of its peers over the past decade, is high on larger stocks that can take advantage of fast-growing foreign markets. “The…
Reese on How to Find "Enduring Moats" Like Buffett
In his latest article for Canada’s Globe & Mail, Validea Co-Founder and CEO John Reese talks about how some of the world’s most successful investors have targeted firms that have…
Yacktman on Microsoft, Oil, and ... Jersey Shore?
Top fund manager Donald Yacktman is high on some big-name stocks, including Viacom, ConocoPhillips, and Microsoft. Here he tells Bloomberg what he likes about some of his holdings, and what…
Guru Strategy Rating Changes: GE, XOM on 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…
Hussman: Market Still Overvalued
John Hussman says technicals and fundamentals are battling it out in the market. And, while the former may take stocks higher in the short term, the latter will win out…
Shiller Expecting Double-Dip Recession
Yale economist and home price index co-creator Robert Shiller says he’s not sure where housing prices are headed, but he is worried about the broader economy. “I’m worried about a…
Top Mid-Cap Manager Talks Strategy
Michael Lippert, whose Baron Opportunity Retail fund is in the top 12% of mid-cap growth funds over the past year, and the top 4% over the past five years, says…
Sonders on Stocks, Gold, and The Machines
Charles Schwab Chief Investment Strategist Liz Ann Sonders says the current market environment “smacks of a buying opportunity,” and says she’s highest on healthcare and technology stocks. “I’m not a…