Blackrock’s Bob Doll says he still sees a recovery — albeit a bumpy one — ahead for the U.S. economy in 2010. “I think we’ll see continued mixed data, but…
Reese's Five Lessons from Buffett's Letter
Validea CEO John Reese, whose Warren Buffett-based portfolio gained more than 50% in 2009 and is beating the market again in 2010, says investors can learn a lot from Buffett’s…
Gross on Sovereign Debt, Inflation, and Interest Rates
Bond guru Bill Gross of PIMCO tells Bloomberg how sovereign debt concerns are impacting markets in countries around the world. Gross also talks about whether he’s worried about inflation for…
Buffett: We're Winning Economic War -- Slowly
During his guest appearance on CNBC’s Squawk Box today, Warren Buffett said the economic war is going slightly the U.S.’s way at this point, but that the improvements are coming…
Paulsen: High Unemployment Doesn't Mean Poor Stock Returns
James Paulsen of Wells Capital Management says that, while there will be significant corrections during the year, he thinks the overall trend of the market is “still clearly higher”. Paulsen…
Top Manager on Long-Term Thinking, Market's Value
Steven Romick, whose FPA Crescent fund produced annual returns of more than 11% during the 2000s, says he thinks stocks have gotten pricey after the recent rally. “We think the…
Oberweis: Look to Niche-Oriented Small-Caps
While still somewhat wary of the economy, Jim Oberweis says that you can find plays in the technology and consumer discretionary sectors — “the pillars of a growth portfolio” —…
Using Free Cash Flow Yield, Lynch- and Berkowitz-Style
In his latest Forbes.com article, Validea CEO John Reese takes a look at stocks that might interest two of history’s top investors, Peter Lynch and Bruce Berkowitz. Reese notes that…
Arnott Sees "Another Tough Slog" in Coming Decade
While many are predicting that the coming decade will feature some strong bounce-back gains for stocks after a poor 2000s, Rob Arnott of Research Affiliates says not to count on…
Ritholtz: No Signs Rally Is Ending
Barry Ritholtz of Fusion IQ and The Big Picture blog remains bullish on stocks, saying that he sees no indication that the rally is in its final stages. “As long…