Romick Keen on "Old-School Tech"
Top fund manager Steven Romick says he’s not finding much value in many categories of bonds these days, and is finding stocks to be offering better relative value. Romick tells…
Tepper on the Taper
Hedge fund guru David Tepper says low interest rates should continue to push stocks higher. Tepper tells CNBC that he thinks interest rates will be lower in the future than…
Shiller: U.S. Stocks Not That Overpriced
While many bears have pointed to the 10-year cyclically adjusted price/earnings (CAPE) ratio as a reason to avoid U.S. equities, Yale Economist and recent Nobel laureate Robert Shiller — who…
Why Gross Profits May Be More Important than Earnings
Earnings often dominate the investing headlines, but according to a growing body of research, a better indicator of future stock returns may be gross profitability. The research focuses on gross…
Bogle: Don't Rebalance -- If You Can Stand It
Rebalancing the assets in your portfolio back to a target weight is an often-cited common sense tenet of investing. But legendary Vanguard Founder Jack Bogle says you might want to…
Sonders on the Next Phase of the Recovery
If Washington can get its act together, we may be on the verge of a new phase of the US economic expansion, according to Charles Schwab’s Liz Ann Sonders. She…
Paulsen on the Debt Crisis, and Earnings Upside
Wells Capital’s Jim Paulsen says he has been viewing the debt debacle in Washington as a buying opportunity, not a long-term problem. Paulsen tells CNBC that he’s high on non-U.S.…
The Zweig Strategy: 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 averaged annual…