Yacktman: Bonds "A Real Dangerous Area"
Top fund manager Donald Yacktman says government policies have him concerned about U.S. growth. Yacktman also tells Bloomberg that he’s still keying on high-quality companies that have fallen out-of-favor in…
Whitman Finding Lots of Bargains
Top value manager Marty Whitman says he’s finding a lot of U.S. stocks trading at attractive values right now, particularly in the high-tech arena. “We have a three-pronged approach to…
Grantham Bashes The Fed, Still Likes High Quality
In his latest market commentary, GMO’s Jeremy Grantham says the Federal Reserve has caused extensive damage to the economy by its manipulation of interest rates and asset prices, and is…
Ritholtz Likes Telecoms, Wary of Gold
Barry Ritholtz of FusionIQ and The Big Picture blog has been moving back into stocks, and says a “Don’t Fight The Fed” viewpoint is a big factor in his moves.…
Double-Dip No Longer a Threat, Top Forecasting Group Says
Lackshman Achuthan, director of the Economic Cycle Research Institute, says the threat of a double-dip recession is over. Achuthan, whose group has an excellent track record of forecasting economic cycles,…
Oberweis: Small Caps Ready to Roll
In his latest Forbes column, newsletter guru Jim Oberweis says small-cap stocks are primed for a strong run. “Ironically the best time to buy small caps is when investors are…
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…