Herro Focused on Fundamentals, Not Macro
While many investors are keying on macroeconomic factors these days, top fund manager David Herro says he’s sticking to fundamentals. “People are afraid to stay focused on the fundamentals, so…
Faber: Dump Bonds, Buy Stocks
While saying he’s “ultra-bearish on everything”, Marc Faber — who predicted the 1987 market crash and turned bearish shortly before the 2007-09 bear market began — says investors should sell…
Guru Strategy Rating Changes: Fast Food, Telecom Stocks 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…
Sonders: Yield Curve Flattening Not Cause for Worry
While some investors have been concerned about the rapidly flattening yield curve, Charles Schwab Chief Investment Strategist Liz Ann Sonders says history shows such a trend isn’t cause for alarm.…
Reese on How to Dig Up Hidden Gems Like Lynch
Many investors are drawn to stocks of companies that come from exciting, booming industries or that have catchy names and flashy new products. But mutual fund legend Peter Lynch prized…
Why The "Dissonant" Market Is Great News
In their latest column for Kiplinger’s, Whitney Tilson and John Heins say the current investment climate is among the most dissonant as they’ve ever seen — and that the contradictory…
Buffett: Rushing Into Bonds "A Mistake"
Warren Buffett says it’s “quite clear” that stocks are cheaper than bonds right now, and says investors rushing to the perceived safety of bonds are “making a mistake”. “It’s quite…
Fisher Undeterred; Likes High-Dividend Stocks
In his latest Forbes column, Kenneth Fisher says he’s high on stocks that are paying out more in dividends than Treasury bonds, and also have good long-term growth prospects. “I…