Sonders, Stovall Cautiously Optimistic
Charles Schwab Chief Investment Strategist Liz Ann Sonders and Standard & Poor’s Chief Investment Strategist Sam Stovall are sounding cautiously optimistic about the economy and the stock market this year.…
Nygren: Growth & Value Not an Either/Or
Value vs. growth — when it comes to stock investing, it’s one of the biggest debates you’ll find. But top value fund manager Bill Nygren says that value and growth…
Study: Average Investors Have Bad Timing
A new study confirms what several past investor studies have shown: that despite their best efforts, average mutual fund investors are poor market-timers and fail to beat market averages. The…
Tilson & Tongue Rethink "Terrible" Business of Shorting
In their January letter to clients, top value investors Whitney Tilson and Glenn Tongue of T2 Partners say their big recent losses on short positions have led them to rethink…
Siegel: Stocks Still Cheap; Bull Has Room to Run
Wharton professor and author Jeremy Siegel says that we’re in a “stealth” bull market that is far from over. “People say the market is ahead of itself? It is nowhere…
Paulson Bullish on Equities, Economy
In its year-end letter to clients, hedge fund guru John Paulson’s firm says it’s focusing on equities of firms that have gone through restructuring, and says that we’re in “the…
Look to Japan, Say Two Top Value Managers
Japan continues to deal with economic problems and a stagnant stock market, but top-performing fund manager David Herro says it’s time to buy Japanese equities. “People hate Japan,” Herro told…
Gross: "Exorcise" Treasuries from Portfolios
With the U.S. and many other governments giving bondholders and savers “haircuts” by keeping real interest rates so low, PIMCO’s Bill Gross says it may be time to for investors…