Siegel: Stocks Cheap; Fed Needs to Do a Bit More for Economy
Wharton Professor and author Jeremy Siegel says stocks remain “so cheap”, but he thinks the Federal Reserve needs to do a bit more to help the economy work through its…
Dreman: Bernanke Stuck in the Past on Jobs
David Dreman says U.S. policymakers are approaching the employment problem with antiquated views, and policies that aren’t addressing the real issues with job creation. In his latest Forbes colunn, Dreman…
Four Free-Cash-Flow Dynamos the Gurus Might Like
In his latest column for Canada’s Globe and Mail, Validea CEO John Reese looks at companies with high free cash flow yields. “Cash: It’s the lifeblood of any business,” Reese…
Why Bad News Can Be Good News
Many investors run from a stock when it makes short-term negative headlines. But in this recent interview with Bloomberg about News Corp., one of his biggest holdings, top fund manager…
Guru Strategy Rating Changes: Oracle 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 some of…
Forester Sees a Return to High Quality
Top value fund manager Tom Forester says the market has begun shifting away from junk-type stocks and back toward quality, and he thinks the end of the Federal Reserve’s quantitative…
Ritholtz: Markets Don't Care about Deficits
Barry Ritholtz of FusionIQ and The Big Picture blog says that markets don’t “really care at all about deficits”, something that is a “great misunderstanding”. Ritholtz tells Bloomberg that while…
Don't Forget The Dividends -- And Inflation
Investors may spend a lot of time fretting over whether their portfolios are going up or down. But, despite all of the advances in stock market data availability, many may…