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…
Case Talks Housing Market
Karl Case, co-creator of the S&P/Case-Shiller housing indices, talks about the recent housing data with Bloomberg. Case says it now appears the upturn in the housing market last year was…
Berkowitz Talks Financials, Europe, and His Mistakes
In a lengthy joint interview with Advisor Perspectives and GuruFocus.com, Morningstar Fund Manager of the Decade Bruce Berkowitz offers his take on the market and several of his main holdings.…
Romick Keys on Large Caps, Cautiously
Top fund manager Steven Romick says large-cap stocks are offering better values than other options, and is positioning his portfolio to weather a pullback. “Large-cap companies are a much greater…
Top Fund Manager: Rethink International Investing
Mark Headley, who produced a strong track record with the Matthews Pacific Tiger Fund, says many American investors don’t have a good approach to international investing. Headley tells WealthTrack’s Consuelo…