Siegel Warns on Bonds
Author and Wharton professor Jeremy Siegel says that bond investors should be very careful right now. “Anyone that has money in bond funds has to be very cautious” of losses…
Forester Sees "Yellow" Light for Market
Fund manager Tom Forester says he sees the market flashing a “yellow light” rather than a green or red one, and he’s focused on healthcare and consumer staple stocks. “Our…
Reese: Do Hot Holiday Gifts Make for Strong Stocks?
In his latest article for Canada’s Globe and Mail, Validea CEO John Reese takes a look at the stocks of some of the firms behind this Christmas season’s hottest gift…
Montier: Don't Believe the New Normal Hype
The “New Normal” concept has gotten a ton of attention in the financial and investment worlds in the past couple years. But in a new paper, GMO’s James Montier says…
Cohen Says Developed Markets More Attractive than Emerging Markets
Goldman Sachs’ Abby Joseph Cohen says that, while she likes the growth prospects of emerging markets, she’s seeing more value in investments in developed markets like the U.S., Europe, and…
Guru Strategy Rating Changes: TXN Rising, PRU Falling
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…
Top Fund Manager Talks Strategy
While most long-only equity funds have struggled in the past decade, Donald Yacktman’s two funds have returned 12.4% and 12.9% per year, respectively. And in a recent interview with The…
How to Avoid "Closet Indexers"
While most mutual fund investors turn to funds that they hope will beat the broader market, a new study shows that a big portion of mutual fund managers are “closet…