John Bogle (“Help for Mortgage Holders Is What We Need”) isn’t the only influential voice saying that the government needs to focus more on mortgage owners if it wants to…
Institutional Ownership Driving Momentum?
Another investment idea that piggy backs off of Bespoke Investment Group’s great research. Bespoke broke down the S&P 500 into groups of 50 based on levels of institutional ownership, and…
Commodities Specialist Rogers: Things Could Get Worse -- Much Worse
While several prominent bears have turned bullish lately, there is by no means a consensus that we’re on the verge of a turnaround. Take Jim Rogers, the international investor and…
A Growing Chorus of Bulls
In this week’s Validea Hot List newsletter, Validea CEO John Reese writes that “more and more of the world’s most successful investors — including many who correctly believed that the…
Muhlenkamp: Plenty of "Cadillacs" Selling on the Cheap
Ronald Muhlenkamp, who has headed Muhlenkamp & Company for more than 30 years, tells Forbes that “we’re seeing great companies at dirt cheap prices. And one thing I’ve learned ……
Bogle: Help For Mortgage Holders Is What We Need
In an interview with CNBC’s Erin Burnett, John Bogle, The Vanguard Group founder & former CEO, shares his thoughts on the mortgage crisis. He says that the TARP program hasn’t…
Buffett, Berkshire Snatch Up More Rail Shares
Warren Buffett’s Berkshire Hathaway now owns almost 20% of Burlington Northern after put options it wrote were exercised. Over the past year or so, Buffett has continued to buy up…
Fisher: Stocks Cheap, Focus on "Other Side of The Valley"
What will the turnaround look like? According to Kenneth Fisher, Forbes columnist and CEO of Fisher Investments, it won’t be a long, drawn-out process. In a speech given at the…
Rogers: Stocks in Margin of Safety Territory
John Rogers, CEO of Chicago-based Ariel Capital Management and long time Forbes magazine columnist, says that stocks have a margin of safety versus bonds at the current time. In his…
After Getting It Right On Way Down, Ned Davis Now Turning Bullish
Ned Davis Research — one of the few investment companies that called for clients to move away from stocks well before the recent crash — is now calling for clients…