Gurus Go Panning For Gold
In his latest RealMoney column, Validea CEO John Reese takes a look at some gold mining stocks that could benefit from a Eurozone money-printing program. “In times of financial trouble,…
Wien On Valuations, Growth, and Gold
Byron Wien says he expects the U.S. to show slow growth next year, and says stock valuations are “very attractive”. But whether those valuations are enough to overcome global debt…
In Rare Interview, Klarman Talks Value Investing
Hedge fund guru Seth Klarman rarely talks with the media, but he recently gave an in-depth interview to Charlie Rose through the group Facing History and Ourselves. And Business Insider…
Which Value Metric Offers The Most Value?
Last week we looked at some new data from James O’Shaughnessy’s updated version of his classic book What Works on Wall Street. This week we’ll examine some more of O’Shaughnessy’s…
Rogers' Shorts and Longs
Jim Rogers says that European countries are still avoiding their main problems — too much spending and too much debt. He tells Bloomberg that proposed solutions to the Eurozone crisis…
Guru Strategy Rating Changes: TOT Rising, BCS Falling
Each week, we take a look at which stocks John Reese’s Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some of the…
Grantham, Doll Offer Different Takes On Margins
Are historically high profit margins for U.S. firms sustainable, or will they come bouncing back to the mean — and throw a wrench into the stock market in the process?…
Faber: Don't Expect Too Much From Rally
Marc Faber of the Gloom, Boom & Doom Report says equities may rally in the short term, but he doesn’t think it will be a long-lasting bullish move. “The rally…