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…
Birinyi Still a Big Bull
Bullish strategist Laszlo Birinyi, who has said he expects the S&P 500 to rise to 2,100 over the next several years, isn’t deterred by the market’s recent day-to-day movements. “We’re…
Guru Strategy Rating Changes: Intel Rises, AstraZeneca Slides
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…
Forester Looks for Downside Protection
Top value investor Tom Forester, who was the lone equity fund manager to post positive returns in 2008, is worried about the U.S. and global economies and is thus keying…