Biggs: Economy Improving, Big Market Gains Could Be Coming
While many are fearful about the repercussions of the Irish debt crisis, hedge fund manager Barton Biggs says both the U.S. and global economies are improving. Biggs tells Bloomberg that…
A Look Inside a Little-Known Fund Star
Dennis Delafield and Vincent Sellechia’s little-known Delafield Fund has beaten 99% of funds in its category over the past five and ten years, and the latest issue of Financial Planning…
Bogle: Focus on U.S. Equities, Not International Stocks
Vanguard founder Jack Bogle says stocks could double in the next decade, far outpacing bonds, but also says the global economy is in worse shape than many realize. “I expect…
Bolton Sees Multi-Year Bull; Favors Growth Stocks
Anthony Bolton, one of the U.K.’s top fund managers, says he thinks the bull market in equities has a ways to go, and says the bull is now in a…
Guru Strategy Rating Changes: Microsoft Rising, Nokia 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…
Einhorn on Gold, Apple, and Lessons from the Crisis
Hedge fund guru David Einhorn says gold has the biggest position in his portfolio, due to concerns about the U.S.’s monetary and fiscal policies and questions about the currencies of…
Dreman: "Battered Investor Syndrome" Still Reigns
Contrarian guru David Dreman says investors are still suffering from “Battered Investor Syndrome”, avoiding stocks even as a myriad of good values present themselves. “Investors are battered,” Dreman tells Canada’s…
Junk Bond Guru Looking to Stocks
Top Fidelity junk-bond fund manager Mark Notkin is moving away from bonds and into stocks, saying that stocks are offering better values. Notkin’s fund can hold up to 20% of…