Reese: Five Top-Line Stars
While many firms have been posting strong profit numbers recently, many investors have been worrying about top-line revenue growth. Cost-cutting can only go on so long, the logic goes —…
Sonders: Pessimism Is Biggest Enemy
While many continue to fret over GDP growth, employment levels, forclosure fraud, and a myriad of other concerns, Charles Schwab’s Liz Ann Sonders says it’s the fretting itself that may…
Gross: QE2 Is Trouble, But It's Bernanke's Only Choice
While hopes of another round of quantitative easing from the Federal Reserve have boosted the stock market, PIMCO’s Bill Gross says such a tact is fraught with dangers. In his…
Shiller Talks Housing
Yale economist Robert Shiller offers his latest take on the housing market. Shiller tells Yahoo! TechTicker that right now, making big bets on real estate — as hedge fund guru…
Guru Strategy Rating Changes: Amazon, Vodafone, TXN 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…
Tilson: The U.S. Is Not Japan
While many investors are fearing that the U.S. will slide into a lengthy deflationary spiral similar to that which Japan has endured, top value manager Whitney Tilson says that is…
Bogle on Why He Doesn't Invest Internationally
While many investors are focusing on emerging market stocks, which have done quite well in the past decade, Vanguard found John Bogle is skeptical of them. Bogle tells Morningstar that…
Leuthold Bullish for Now, But Fears Deficit Problems
Top fund manager Steven Leuthold says he’s bullish on stocks for the rest of 2010. But he tells Bloomberg that he’s hesitant to look beyond the end of the year…