Sonders Optimistic, but Cautions on Emerging Markets
Charles Schwab’s Liz Ann Sonders remains optimistic on the economy and stock market, though she expects a near-term pull back — and says investors should be cautious about emerging market…
Grantham Says There's Value in Cash
GMO’s Jeremy Grantham says that both bonds and stocks are overpriced, and that investors should have a substantial portion of their portfolios in cash, allowing them to take advantage when…
Romick Looks to Inflation-Fighters
Top fund manager Steven Romick says that in the current environment, he’s focusing on companies that will be able to handle inflation well. “I’m investing in companies we feel can…
The Zweig Strategy: Growth With a Conservative Streak
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Martin Zweig-inspired strategy and portfolio,…
Ritholtz: Investors Should Welcome Uncertainty
Barry Ritholtz of FusionIQ and The Big Picture blog says that, contrary to popular belief, uncertainty in the market is good for investors. “When the crowd is nervous, it creates…
Gurus Look North with New "Validea Canada" Site
Warren Buffett may have talked up Chinese companies during his recent visit to the Asian power, but Validea CEO John Reese says you don’t have to go that far to…
Tilson Stresses Stock-Picking in "Muddle-Along" Period
Value investor Whitney Tilson says he’s playing defense on the long side of his portfolio while finding plenty of opportunities on the short side. Tilson tells Forbes.com that he sees…
Top Small-Cap Manager Talks Strategy
Jeff Cardon, whose Wasatch Small-Cap Growth fund has beaten almost 90% of its peers over the past decade, recently discussed his strategy and market outlook with Morningstar. Cardon says he’s…