Opportunity in Japan?
Top value manager Charles de Vaulx continues to see opportunity in one of the world’s most unloved markets: Japan. “Japan is by far one of the cheapest markets in the…
Sonders Talks Inflation, Interest Rates
Charles Schwab chief Investment Strategist Liz Ann Sonders says that, while food and energy prices have been rising rapidly, there is “very little” risk of core inflation right now. She…
Why Corporate Cash Isn't Helping Investors
Investors have been hearing for some time now about the hordes of cash being stashed on U.S. corporate balance sheets. In a recent column, The Wall Street Journal’s Jason Zweig…
Mauldin: Markets Overreacting to Middle East Unrest
John Mauldin says markets are overreacting to the turbulence in the Middle East. Mauldin tells Bloomberg that Libya is not a major oil provider for the U.S., and that “in…
Dreman Positions Portfolio for Inflation
David Dreman says stocks are generally cheap, but he’s still expecting that the U.S. will be jolted by a “really major dose of inflation” at some point down the line.…
Shiller Sees "Substantial Risk" in Housing
Yale Economist Robert Shiller says he’s more worried about the housing market than colleague Karl Case. Shiller, who told reporters that he sees a “substantial” chance that real home prices…
Yacktman Still Finding Value
While the market is up close to 100% over its March 2009 low, top value manager Donald Yacktman says he’s still finding bargains. “We have bought Apollo Group — a…
Guru Strategy Rating Changes: Bristol Myers, Western Digital on Move
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…