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…
Berkowitz Targets Financials
In an interview with Barron’s, top fund manager Bruce Berkowitz says that he’s high on some of the firms most beaten down by the financial crisis — including Citigroup and…
Ellison Continues to Find Attractive Financials
David Ellison, the fund manager and Peter Lynch disciple who sidestepped much of the financial sector meltdown and then turned bullish on the sector shortly before the March 2009 low,…
Doll: The Positives Are Trumping The Negatives
Blackrock Chief Equity Strategist Bob Doll thinks job growth is “right around the corner,” and says he doesn’t think we’ll see a double-dip recession. Doll tells CNBC that while problems…
Forester Sees Problems Ahead
Tom Forester, whose Forester Value fund was the lone long-only mutual fund to make money in 2008, says he thinks the market has gotten pricey and sees more trouble on…
Hussman Defensive as More Credit Woes Loom
John Hussman is continuing to maintain a defensive position on stocks, saying that two dangers — an overbought, overvalued market and the coming to roost of a second wave of…
Fisher: Keep Buying While Sentiment's Weak
As we enter the second year of the bull market that began last March, Kenneth Fisher remains high on stocks. “One year into the current bull market I like what…
Yacktman Loaded Up on High-Quality Stocks
Top fund manager Donald Yacktman is continuing to focus on high-quality stocks, instead of the lower-quality issues that led the market’s big rally last year. “It’s been a shift away…
Gross Sees Stocks Beating Bonds in Near Term
PIMCO’s Bill Gross is known as the “bond king”, but he tells CNBC that he expects stocks will fare better than bonds in the next few months. “I think stocks,”…
Miller High on Healthcare, Tech, Financials
Bill Miller, whose Legg Mason Capital Management Value Trust is continuing its strong rebound this year, says the new healthcare legislation will mean good times ahead for attractively priced stocks…