Donald Yacktman, chief investment officer of Yacktman Asset Management and one of Morningstar’s finalists for fund manager of the decade, is seeing value in an unlikely area of the market:…
Muhlenkamp High on Healthcare, Tech Stocks
Ron Muhlenkamp, whose fund has bounced back strong this year after a rough stretch and has now beaten 90% of funds in its class in the past decade, is high…
When More Stocks Doesn't Equal More Diversification
Diversification is a topic we often discuss on this blog, and in the video below Jason Zweig of The Wall Street Journal offers some very interesting thoughts on the topic.…
Siegel Sees 4%-5% Growth Ahead
Wharton Professor and author Jeremy Siegel says he thinks the U.S. economic recovery will surprise to the upside, with 3.5% GDP growth in the fourth quarter and 4% to 5%…
Bolton Eyes China
Fidelity’s Anthony Bolton, one of the U.K.’s most successful fund managers before retiring in early 2008, is putting retirement on hold as he tries to take advantage of what he…
Mobius: Be Ready for Emerging Market Correction
Templeton Asset Management’s Mark Mobius says investors should be ready for a 20% correction in emerging market stocks, triggered by Dubai’s attempt to delay its debt payments and compounded by…
Fisher Still Bullish, Focused on Materials Stocks
Kenneth Fisher thinks that a strong internal demand for materials and commodities in emerging market countries is part of what will continue to drive materials stocks higher. Fisher also tells…
Ritholtz on the Economy/Market Disconnect
Barry Ritholtz of The Big Picture blog and Fusion IQ says that, while the economic recovery is anemic, a number of other factors are making stocks continue to look attractive.…
Guru Strategy Rating Changes: Foreign 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…
Biggs Sees Market Moving Higher
Hedge fund guru Barton Biggs tells Charlie Rose that he expects the next major move in the market will be to the upside, and says he thinks the U.S. would…