Legg Mason’s Bill Miller says that the path of least resistance for the stock market is higher, but that many investors are continuing to maintain a “perverse affinity” for bonds.…
Natural Gas: Ready to Take Off?
Value investing guru Ron Muhlenkamp says that because of advances in drilling techniques, we’re about to see a “dramatic increase” in the use of natural gas in transportation — which…
Yacktman Looks to Stocks, Not Gold, for Inflation Protection
Donald Yacktman, whose mutual funds have some of the strongest long-term track records around, says companies with good pricing power can be better inflation hedges than gold. Yacktman tells Bloomberg…
Guru Strategy Rating Changes: Exxon, Wal-Mart 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…
Wien's Surprises for 2010
Byron Wien of Blackstone discusses the market, economy, and some of his “Top 10 Surprises” for 2010 on CNBC. Among the topics Wien covers in the interview: unemployment, which he…
Sonders: Sentiment Tumble Could Be Good Thing
Liz Ann Sonders, Charles Schwab’s chief investment strategist, says the recent market pullback was needed to push back excessive optimism that had developed, and moving forward her firm is high…
Is the Rally Done? Different Views from Two Market Minds
In interviews with BusinessWeek, Howard Ward (of Mario Gabelli’s GAMCO) and Whitney Tilson offer very different takes on where the market is headed following the recent pullback. According to Ward,…
Hussman "Cautiously Pessimistic"
Hussman Funds’ John Hussman says he’s fully hedging his Strategic Growth Fund, seeing the recent market weakness as a “natural (though unpredictable in timing) clearing of the previously overextended market…
The Best Investment Guru You've Never Heard Of
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 Joseph Piotroski-inspired strategy, which has…
Oberweis: Headwinds Making China Stocks More Attractive
Newlsetter guru Jim Oberweis, whose China Opportunities fund has returned 116% over the last year (more than 95% of its peers), says China stocks face headwinds over trade disputes with…