Siegel Concerned About Oil Prices
Author and Wharton Professor Jeremy Siegel says his biggest worry about the stock market is oil prices. Siegel tells CNBC that if oil prices level off, he thinks stocks will…
Muhlenkamp Likes Big Tech Plays, Auto-Related Stocks
Top value investor Ron Muhlenkamp is finding value in large-cap technology stocks, as well as some picks in the automobile industry. “European banks and insurance companies were big sellers of…
Oberweis Keys on Midwestern Niche Firms
Newsletter guru Jim Oberweis says he’s finding great value in small-cap, niche-type companies in some very unexciting places. “Niche businesses can pop up anywhere these days, and I’ve found many…
Gross: Entitlements Must Be Reformed
PIMCO Co-Chief Investment officer Bill Gross says that if the U.S. doesn’t reform entitlement programs like Medicare and Social Security and/or raise taxes, it will default on its debts —…
Bogle: Beware Fuzzy Numbers
Vanguard found John Bogle says investors should view stock market numbers with skepticism, particularly in terms of historical market returns being used as a guide for the future. “Even if…
Greenblatt on "Value-Weighted" Indexing
While most index funds use a market-cap weighting and others use an economic-based fundamental weighting, hedge fund guru Joel Greenblatt says a “value-weighted” fund can be a better option. In…
Yacktman Managers Talk Strategy, Mindset, and Value
In an extensive interview with GuruFocus.com, Donald Yacktman, Stephen Yacktman, and Jason Subotky of the top-performing Yacktman Funds talk about their investment strategy, and where they’re finding value right now.…
What The Risk-On, Risk-Off Trade Means for Investors
Correlations among asset classes, which soared during and after the financial crisis, have jumped again recently. It’s part of the “risk-on, risk-off” trade many have cited — when investors have…