Junk Bond Guru Looking to Stocks
Top Fidelity junk-bond fund manager Mark Notkin is moving away from bonds and into stocks, saying that stocks are offering better values. Notkin’s fund can hold up to 20% of…
Buffett on Why He Likes Stocks Over Bonds -- and the Dangers of QE2
While he says the government did a good job of rescuing the economy from the financial crisis, Warren Buffett does have concerns about the Federal Reserve’s latest quantitative easing efforts.…
Akre Looks to Bargain Retailers
Top value fund manager Chuck Akre says he’s holding the lowest level of cash in his new fund since it launched more than a year ago. Akre tells Bloomberg that…
Siegel: The Pessimists Are Wrong -- Again
While some very positive economic signs have popped up in the past month, pessimism — and in many cases downright doom and gloom — continues to hover over the U.S.…
Buffett: Uncle Sam Came Through In The Clutch
There has been no shortage of critics when it comes to the government’s handling of the financial crisis that rocked the economy and stock market in late 2008. But the…
Doll Focuses on Free Cash Flow; Says Bull Isn't Over
Blackrock’s Bob Doll says he doesn’t think the cyclical bull market is over. “We’ve been so macro-focused I think we’ve lost sight of the fact that despite a weakish economic…
Do Value Investors Really Add Value? Yes, Study Says
Does value investing work? A recent study of Canadian equity markets indicates that it does. The study, “Do Value Investors Add Value?” is authored by George Athanassakos, the Ben Graham…
Guru Strategy Rating Changes: Sears Rising, ARO 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…