Sonders: Fed Should Lay Off Further Easing; Economy to Improve
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she’s not in favor of another round of quantitative easing from the Federal Reserve, and remains positive on the economy and…
Berkowitz Still Confident in Financials
Bruce Berkowitz remains high on financial stocks, and says his conviction about his financial holdings has only grown stronger. “I’ve been able to see their earnings for the past few…
Royce on How Small Caps Can Generate Big Returns Without Big Volatility
In an interview with WealthTrack’s Consuelo Mack, top fund manager Chuck Royce discusses why small-cap stocks provide an “evergreen universe” of opportunity. Royce talks about how to reduce volatility in…
Paulsen Sees Strong Growth in Second Half; Likes EM Stocks
Jim Paulsen, chief investment strategist at Wells Capital Management, is expecting 4% economic growth in the second half of the year, and says he’s keying on cyclical stocks that have…
Guru Strategy Rating Changes: Morgan Stanley, RIMM on the Move
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…
Biggs Likes "Old" Tech Stocks; Wary of Financials
Hedge fund guru Barton Biggs says he’s continuing to find opportunities in the stock market right now, though he’s not too bullish on financials. Biggs tells Bloomberg that worries about…
Ritholtz Dials Back Risk
Money manager and author Barry Ritholtz has been dialing back risk in his portfolio, using short-focused exchange-traded funds to hedge his long bets. “We don’t think a recession is imminent,…
Akre: Fundamental Analysis Is Critical
Top value investor Chuck Akre says that, while the 2008 financial crisis has led him to incorporate more of his macroeconomic views into his investment decisions, fundamental analysis remains the…