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…
Gabelli Sees Opportunities for Stock-Pickers
Benjamin Graham disciple and deep value investor Mario Gabelli tells Bloomberg News that he’s focusing not on sectors or the broader market, as many strategists are, but instead at individual…
Top Manager: Focus on High-Quality Stocks, Repeatable Strategy
Donald Yacktman, whose was Yacktman and Yacktman Focused funds are both in the top 1% of their category for the past one, three, five, and ten years according to Morningstar,…
Shiller: The Recovery's in Our Minds, Not Our Metrics
Unemployment, GDP, manufacturing statistics — what’s the best way to tell that we’re headed into an economic recovery? According to Yale economist Robert Shiller, the answer might lie less in…
The Diversification Debate
In addition to the question of how many stocks they should own, another similar question many investors ask is how many funds or asset classes they should own. In a…
Paulson on Financial Buying Binge
After profiting hugely from shorting financial stocks last year as the sector tanked, hedge fund guru John Paulson has been buying up beaten-down financials this summer. Paulson has bought a…
Beating the Timing Temptation
As Liz Ann Sonders notes in the posting below, a lot of investors are now wondering whether it’s too late to jump into the market, or, for those who have…
Sonders Says We're in "Coiled Spring" Recovery, Warns Against All or Nothing Bets
Charles Schwab Chief Investment Strategist Liz Ann Sonders tells Fox Business Network that she thinks we’re in the early stages of a “coiled spring” recovery, and says that too many…
Guru Strategy Rating Changes: Dish Network, Under Armour Rising
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…
They Got It Right in March; What Do They Say Now?
A few weeks ago, we highlighted how Jeremy Grantham — who quite presciently had advised investors to “reinvest when terrified” back in March — is now sounding much more cautious.…