Whitney Tilson of T2 Partners says that Berkshire Hathaway is a buy, and says he thinks the housing market is headed for trouble. Tilson, one of the few to call…
Herro Still High on Some Financials
David Herro, who was recently named one of Morningstar’s fund managers of the decade, likes several financial stocks right now. Herro tells Bloomberg that he’s particularly high on asset management…
Guru Strategy Rating Changes: Volkswagen Rising, Unilever 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…
Forester on Tech Stocks, Financials
Tom Forester of the Forester Value fund says he’s still finding value in the market after the big run-up, and one area he’s focused on is technology. In an interview…
Leuthold on Stocks, Gold, and the Demise of the Euro
We recently highlighted Steven Leuthold’s 2010 outlook, noting that the longtime bear who turned bullish last year is optimistic on the first half of the new year, but pessimistic on…
Barron's Roundtable: Gabelli, Zulauf Weigh In
Barron’s has tapped a number of top strategists for its annual start-of-the-year “Roundtable” feature, with gurus such as Bill Gross, Mario Gabelli, and Abby Joseph Cohen offering their takes on…
What Works in Year Two of a Bull?
James O’Shaughnessy’s What Works on Wall Street details one of the most extensive studies of stock returns and stock-picking strategies ever performed. Now, as we approach the second year of…
Berkowitz on Ignoring the Crowd
Bruce Berkowitz, whose Fairholme fund has produced exceptional long-term returns, says the reason it has fared so well is a willingness to go against the crowd. Berkowitz also tells Bloomberg…
Zandi: More Stimulus Needed
Moody’s Economy.com Chief Economist Mark Zandi says that more stimulus is needed to ensure the U.S. doesn’t slip back into recession. Zandi tells Bloomberg that inflation will be no threat…
Guru Strategy Rating Changes: China Mobile, Infosys 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…