Nygren Looks for Growth and Value
Value and growth investing are often looked at as polar opposites. But while discussing some of his holdings with Money Magazine, top fund manager Bill Nygren shows how both value…
Shiller Growing Worried About Another Recession
Yale Economist and housing guru Robert Shiller says the economy is at a “tipping point” right now, and thinks there’s a “substantial probability” that we’ll see another recession in the…
Rogers Talks Moats
In his latest column for Forbes, top fund manager John Rogers looks at the notion of economic “moats”, and how investors can profit from companies that have them. Rogers looks…
Why Herro Doesn't Like EM Stocks
David Herro, one of Morningstar’s Fund Managers of the Decade, says he expects emerging market economies to continue to thrive. But he’s not high on their stocks. “Money has flooded…
Sonders: Long-Term Optimism Not Dented
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she thinks the recent economic slowdown doesn’t signal the coming of another recession, and says she remains optimistic on stocks and…
Low Expectations, High Returns
In his latest article for Canada’s Globe and Mail, Validea CEO John Reese discusses the role that expectations have in the stock market, and in the tendency for value stocks…
Leuthold Sees "Significant" Rally; Focuses Overseas
Steven Leuthold says he thinks the market has hit its high point for the year, but he also says it’s no time to sell, as he thinks we’re nearing a…
Berkowitz on Ignoring the Crowd
In a wide-ranging three-part interview with Morningstar’s Don Phillips, top value investor Bruce Berkowitz discusses several aspects of his investment approach, including the willingness to go against the crowd and…