O. Mason Hawkins and G. Staley Cates, whose three Longleaf Partners’ funds have handily beaten the market over the past year and the long term, say stocks present a “superior”…
Biggs Thinking Big -- and High-Quality
Hedge fund guru Barton Biggs says there’s “no question” that the cheapest liquid investment asset in the world is “big, high-quality U.S. stocks.” Biggs also tells Bloomberg that he is…
Fisher: The PSR Pioneer
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 Kenneth Fisher-inspired strategy, which has…
Tilson & Heins on Shorting Opportunities
In their latest Discovering Value column for Kiplinger’s, Whitney Tilson and John Heins discuss the ins and outs of short-selling, and offer some insight into where they are currently focusing…
Yacktman Still High on High-Quality, and Thinking Globally
Top fund manager Donald Yacktman is continuing to find the best values in high-quality companies, and has his long-term focus on companies with international exposure. “Last quarter we wrote that…
Consumers As Contrarians Indicators
One of the reasons for the market’s tumble late last week was a much worse-than-expected consumer confidence reading. But according to Mark Hulbert and the research of Kenneth Fisher, the…
Siegel: Valuations Among Most "Persuasive" in Decades
Wharton professor and author Jeremy Siegel tells Bloomberg that he expects a “soft” second-quarter GDP reading, but he continues to believe we will not see a double-dip recession. Siegel also…
Guru Strategy Rating Changes: AT&T Rising, Pepsi 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…
Grantham on Deflation, and the Remarkable Cheapness of High-Quality Stocks
While many remain concerned that major inflation is lurking around the corner, GMO’s Jeremy Grantham says deflation, not inflation, is the greater concern. “Even if we get intermittently rising commodity…
Keys to Buffett's Success
In an interview with The Motley Fool web site, author Roger Lowenstein, who has written extensively about Warren Buffett, offers some interesting insights into why the “Oracle of Omaha” has…