Guru Strategy Rating Changes: IBM, Priceline 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…
Yacktman Likes Pepsi -- and Doesn't Like Market Timing
Donald Yacktman, who has an exceptional long-term mutual fund management track record, is continuing to find a myriad of values in the stock market right now, particularly among big blue…
Hulbert on Where to Invest if Deflation Hits
Would deflation be bad for stocks? Many investors appear to think so, judging from the market’s recent hiccups after signs that deflation could be rearing its head. But MarketWatch’s Mark…
ECRI Director: Recovery Real, but Unemployment a "Structural" Problem
Lakshman Achuthan, managing director of the Economic Cycle Research Institute, says he thinks we’re in a “real recovery”, but that the high long-term unemployment rate is part of a structural…
Reese on Stocks the Big Guys Like
With individual investors continuing to shun stocks, Validea CEO John Reese takes a look at some firms that institutional investors — who appear to have driven the 2009 market rebound…
Tilson: High-Quality Blue Chips as Cheap as Ever
Whitney Tilson says he’s seeing some of the best opportunities he’s ever seen in big, high-quality blue chip equities, but that a bubble is forming in blue chip bonds. Investors,…
Top Fund Manager Sees Hopeful Signs
Thyra Zerhusen, whose Aston/Optimum Mid-Cap Equity fund has beaten about 95% of its peers over the past decade, is seeing signs of hope in the economy, and has been buying…
Biggs: Now Isn't Time to Be Underinvested
Barton Biggs says the odds of a double-dip recession are “pretty remote”, and says he doesn’t think now is a time to be underinvested. The hedge fund guru tells Bloomberg…