Buffett: Uncle Sam Came Through In The Clutch
There has been no shortage of critics when it comes to the government’s handling of the financial crisis that rocked the economy and stock market in late 2008. But the…
Doll Focuses on Free Cash Flow; Says Bull Isn't Over
Blackrock’s Bob Doll says he doesn’t think the cyclical bull market is over. “We’ve been so macro-focused I think we’ve lost sight of the fact that despite a weakish economic…
Do Value Investors Really Add Value? Yes, Study Says
Does value investing work? A recent study of Canadian equity markets indicates that it does. The study, “Do Value Investors Add Value?” is authored by George Athanassakos, the Ben Graham…
Guru Strategy Rating Changes: Sears Rising, ARO Falling
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…
Buffett's Berkshire Makes Big Moves in Q3
Warren Buffett’s Berkshire Hathaway made several changes to its portfolio in the third quarter, cutting back or eliminating several positions while adding one new financial firm to its holdings. Berkshire…
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…