In an interview with CNBC, GAMCO’s Mario Gabelli says the way to make money in a fairly flat market is by going back to “plain ol’ stock picking” — and…
"High-Quality" Picks from the Gurus
In the past two days, two of the most successful gurus I follow — GMO’s Jeremy Grantham and Gotham Capital’s Joel Greenblatt — have said that they are seeing a…
Greenblatt: High-Quality Appears to Offer Most Value
Hedge fund guru Joel Greenblatt says that he thinks the best values in the stock market are probably now in the “high-quality” area, as opposed to the junk stocks that…
Guru Strategy Rating Changes: South American Firms on the Move
Each week, I take a look at which stocks my Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some…
Arnott: Think Deep -- Value, That Is
Rob Arnott of Research Affiliates says that the recent rally has taken away from the attractiveness of many areas of the stock market, but he remains very high on beaten-down…
Grantham Expects "Painful" Pullback in 2010
In his third-quarter letter to clients, GMO’s Jeremy Grantham offers a scathing critique of a myriad of groups whose actions (or inactions) led to the current economic climate — from…
Buffett, Whitman, Grantham & Others Weigh In
Kiplinger’s recently asked six top strategists to give their take on investing and where the markets are headed from here. A sampling of the responses: Warren Buffett: While he says…
Shilling: Don't Believe the Rally
Economist, money manager, and Forbes columnist Gary Shilling says talk of a “V” shaped economic recovery is overdone, and that we’re in a bear market rally — not a new…
Sonders, Hulbert: Inflation Fears May Be Overblown
One of the biggest fears in the investment world right now involves inflation. And, given the huge sums of money the government has pumped into the economy in the past…
Don't Fear Healthcare Stocks, Forester Says
While many investors are afraid of healthcare stocks right now because of the possibility of major industry reforms, the lone diversified stock fund manager to make money in 2008 is…