John Reese, CEO and founder of Validea.com and Validea Capital, looks at the Peter Lynch “P/E/G” ratio in this Globe & Mail Expert Podium column. The P/E/G was one of…
Hulbert: Corporate Insiders are Buying
Corporate insiders are not among the many groups of people who expect this rally to stall, according to Mark Hulbert of Marketwatch. Insiders have actually substantially upped their purchases of…
Sonders: "V" Shaped Economic Recovery is Underway
Schwab Chief Market Strategist Liz Ann Sonders, who correctly predicted the recent recession in October 2008 and its end in June of 2009, remains optimistic about the economic future of…
Dorfman: "Channeling Graham" in Search of Value Stocks
John Dorfman, the well respected Bloomberg columnist and chairman of Thunderstorm Capital, discusses Ben Graham’s contribution to investing and his value-based investment approach. Dorfman outlines Graham’s strategy, which includes looking…
Buffett and the Financial Crisis: A Mixed Bag of Results
In a recent update made to her best selling book The Snowball: Warren Buffett and the Business of Life, Alice Schroeder has added a new 31 page section that outlines…
Recovery Still in Early Phases, Paulsen Says
James Paulsen, chief investment officer of Wells Capital Management, says the market has a ways to run, and that there are signs the economic recovery is self-sustaining — not simply…
Has the Housing Market Turned? Nope, Say Tilson & Heins
In their latest column for Kiplinger’s, Whitney Tilson and John Heins — who were way ahead of the curve in predicting the housing crisis — say they don’t think the…
O'Shaughnessy Sees S&P 1200 by mid-2010
In Barron’s latest Big Money Poll, about 60% of money managers say they are bullish or very bullish on the stock market through the middle of 2010, though nearly half…
Doll Says Market Hasn't Hit Cyclical High
Bob Doll, chief investment officer for global equities as Blackrock, tells Bloomberg that he’s recently cut back a bit on some healthcare stocks and added to cyclical areas like energy.…
Buckingham Says There's Value in Those Left Behind
While the market is up well over 50% since its March low, money manager John Buckingham says you can still find values — particularly in areas left behind in the…