Herro Buying Amid "Fear and Rumor"
Top fund manager David Herro says that fear and rumors have been driving stock prices — not fundamentals — and that has him buying. “We think there is great value…
Siegel Sees "Irresistible Values"; Says This Isn't Another 2008
Author and Wharton Professor Jeremy Siegel says the current low valuations in the market make it unlikely that we’ll see another decade of meager returns for stocks, like we did…
Grantham Buying for First Time Since '09, But Offers Several Warnings
Jeremy Grantham says his firm is now “very modest buyers” of equities for the first time since mid-2009. “At the close on August 8, a slightly cheap equity portfolio could…
Sentiment Plunge A Bullish Sign, Hulbert Says
Mark Hulbert of Hulbert Financial Digest says his index of newsletter sentiment has fallen as low as it did at the market bottom in 2009 — a bullish sign for…
Ritholtz Doesn't Think Bottom Is Here, But He's Scaling Back In
Barry Ritholtz of FusionIQ and The Big Picture blog says he doesn’t think the market has bottomed yet, but he is looking to move more of his portfolio back into…
Report: Buffett's Been Buying As Market Falls
Warren Buffett has been viewing the recent market turmoil as a buying opportunity, according to Fortune. “Buffett is looking to buy stocks — oh, and apparently to sell Berkshire bonds…
Muhlenkamp: It's All About Europe
Top value investor Ron Muhlenkamp says he’s finding attractive stocks in the market right now, but that continued selling because of fear or a need to meet margin calls could…
O'Shaughnessy: The Market Is Not The Economy
While fears about the U.S. and global economies are leading many investors to ditch stocks, James O’Shaughnessy’s firm says those fears are reason to embrace stocks, not run from them.…