Earlier today we highlighted Mark Mobius’ comments on the BRIC nations — Brazil, Russia, India, and China. Mobius, Templeton Asset Management’s Executive Chairman, says he’s keying in on two major…
Guru Strategy Rating Changes: Big Names on the 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…
Mobius Talks BRICs
Templeton Asset Management’s Mark Mobius says he’s keying on two sectors in the BRIC nations (Brazil, Russia, India, and China): commodities and consumers. “Companies that are strong in production of…
Sonders on Interest Rates, and Why Not to Fear Inflation
Add Charles Schwab’s Liz Ann Sonders to the list of top strategists who say that the Federal Reserve’s recent increase of the Discount Rate isn’t a sign that other key…
Doll: Recovery "Subpar", but for Real
Blackrock’s Bob Doll says he still sees a recovery — albeit a bumpy one — ahead for the U.S. economy in 2010. “I think we’ll see continued mixed data, but…
Reese's Five Lessons from Buffett's Letter
Validea CEO John Reese, whose Warren Buffett-based portfolio gained more than 50% in 2009 and is beating the market again in 2010, says investors can learn a lot from Buffett’s…
Gross on Sovereign Debt, Inflation, and Interest Rates
Bond guru Bill Gross of PIMCO tells Bloomberg how sovereign debt concerns are impacting markets in countries around the world. Gross also talks about whether he’s worried about inflation for…
Buffett: We're Winning Economic War -- Slowly
During his guest appearance on CNBC’s Squawk Box today, Warren Buffett said the economic war is going slightly the U.S.’s way at this point, but that the improvements are coming…
Paulsen: High Unemployment Doesn't Mean Poor Stock Returns
James Paulsen of Wells Capital Management says that, while there will be significant corrections during the year, he thinks the overall trend of the market is “still clearly higher”. Paulsen…
Top Manager on Long-Term Thinking, Market's Value
Steven Romick, whose FPA Crescent fund produced annual returns of more than 11% during the 2000s, says he thinks stocks have gotten pricey after the recent rally. “We think the…