Reese: Follow the Cash
North American corporations are holding huge amounts of cash on their balance sheets, which has attracted criticism from some policymakers. But Validea CEO John Reese says many of these cash-rich…
Shiller Study: Housing Recovery No Sure Thing
In a new paper, housing guru Robert Shiller and two of his colleagues say they aren’t yet convinced the housing market is in a recovery. “A recovery may be plausible,…
Where Tilson Is Finding Value
Top value investor Whitney Tilson recently gave an extensive presentation at the Value Investing Congress, saying he is “cautiously optimistic” that the U.S. economic recovery will continue and offering some…
Gross: Close the Gap, or Become Like Greece
PIMCO bond guru Bill Gross says the U.S. needs to close its “fiscal gap” quickly, or risk a Greece-like debt crisis. In his latest investment commentary, Gross says that he…
Lynch & Buffett Strategies Winning North of the Border
This year hasn’t been a great one for Canadian stocks, but Peter Lynch and Warren Buffett have been having quite a bit of success north of the border — at…
How Einhorn Does It
David Einhorn has become one of the most closely followed hedge fund managers in the world. And in a recent interview with Bloomberg, Columbia Business School Professor Fabio Savoldelli examines what…
Sonders: Don't Discount The Millennials
Charles Schwab’s Liz Ann Sonders says that, contrary to what some believe, the aging of the Baby Boomer generation doesn’t mean doom for the stock market. Sonders tells Morningstar that…
Winters Likes Railroad Stocks -- Like Berkshire
Top fund manager David Winters says railroad companies are like a “canary” that signals how the economy is doing, and increased recent freight traffic indicates “the canary’s beginning to sing”.…