Whitman on the Importance of the Balance Sheet
Value investing legend Marty Whitman was one of those to speak at the recent Columbia Investment Management Conference, and The Manual of Ideas blog offered a good summary of Whitman’s…
The Price/Peak Earnings Ratio: A Different Take on Valuation
With stocks up some 60% off their lows, one of the big questions among investors has involved the market’s current value. Are stocks now overvalued? Or are they still cheap?…
Experts vs. Models: Who Wins?
A few recent articles have offered some very interesting data on the merits of quantitative analysis, and the limits of “expert” analysis. One is a Greenbackd.com review of Ian Ayres’…
ECRI Director: No Recession this Year
Economic Cycle Research Institute Managing Director Lakshman Achuthan, whose group has an excellent track record of economic forecasting, says that the current recovery is the Rodney Dangerfield of recoveries —…
Gurus Building with Chinese "BRICs"
Earlier today we highlighted Mark Mobius’ comments on the BRIC nations — Brazil, Russia, India, and China. Mobius, Templeton Asset Management’s Executive Chairman, says he’s keying in on two major…
Guru Strategy Rating Changes: Big Names on the 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…
Mobius Talks BRICs
Templeton Asset Management’s Mark Mobius says he’s keying on two sectors in the BRIC nations (Brazil, Russia, India, and China): commodities and consumers. “Companies that are strong in production of…
Sonders on Interest Rates, and Why Not to Fear Inflation
Add Charles Schwab’s Liz Ann Sonders to the list of top strategists who say that the Federal Reserve’s recent increase of the Discount Rate isn’t a sign that other key…