In an interview with Bloomberg, Kenneth Fisher says that he’s high on some chemical stocks right now, for both fundamental and cyclical reasons. Fisher says the stocks that usually lead…
Gross: Where to Look when the Easing Ends
For much of the past year, Bill Gross of bond giant PIMCO has advocated “shaking hands with the government” — that is, investing in areas that benefit from the government’s…
Miller Optimistic on 2010 -- if Policy Makers Don't Falter
Value manager Bill Miller says that 2010 will be another good year for stocks, but that investors need to be very careful of ways that government actions could impact their…
Oberweis: "OOB" to Drive Stocks Higher in 2010
Newsletter guru Jim Oberweis says he thinks 2010 will be another strong year for stocks, but for different reasons than in 2009. “In contrast to 2009, when cheap valuations drove…
What an Inefficient Market Means for Investors
In his latest Wall Street Journal column, Jason Zweig offers an interesting take on the efficient market hypothesis, channeling the late, great Benjamin Graham for guidance. Zweig says that while…
Navellier: Stocks, Earnings to be Strong in Early 2010
Growth stock guru Louis Navellier says he sees a very healthy earnings environment for the first five months of 2010. He also tells Bloomberg that he expects stocks will do…
The Zweig Model: A Conservative Growth Approach
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Martin Zweig-inspired strategy, which has…
Sonders Optimistic on 2010 -- Cautiously
Charles Schwab Chief Investment Strategist Liz Ann Sonders, one of the few to accurately call the start of the recent recession, says she’s expecting some nice surprises from the economy…
Mobius: Don't Mistake Correction for a Bear
Templeton Asset Management’s Mark Mobius says that a 15% to 20% correction isn’t unlikely for the stock market, but that investors shouldn’t mistake one for the start of another big…
Munger's 10-Point Checklist
The Motley Fool’s Morgan Housel recently highlighted some words of wisdom from Charles Munger, Warren Buffett’s right-hand man at Berkshire Hathaway. Taken from Munger’s book Poor Charlie’s Almanack, the 10-point…