Bolton Sees Multi-Year Bull; Favors Growth Stocks
Anthony Bolton, one of the U.K.’s top fund managers, says he thinks the bull market in equities has a ways to go, and says the bull is now in a…
Guru Strategy Rating Changes: Microsoft Rising, Nokia 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…
Einhorn on Gold, Apple, and Lessons from the Crisis
Hedge fund guru David Einhorn says gold has the biggest position in his portfolio, due to concerns about the U.S.’s monetary and fiscal policies and questions about the currencies of…
Dreman: "Battered Investor Syndrome" Still Reigns
Contrarian guru David Dreman says investors are still suffering from “Battered Investor Syndrome”, avoiding stocks even as a myriad of good values present themselves. “Investors are battered,” Dreman tells Canada’s…
Junk Bond Guru Looking to Stocks
Top Fidelity junk-bond fund manager Mark Notkin is moving away from bonds and into stocks, saying that stocks are offering better values. Notkin’s fund can hold up to 20% of…
Buffett on Why He Likes Stocks Over Bonds -- and the Dangers of QE2
While he says the government did a good job of rescuing the economy from the financial crisis, Warren Buffett does have concerns about the Federal Reserve’s latest quantitative easing efforts.…
Akre Looks to Bargain Retailers
Top value fund manager Chuck Akre says he’s holding the lowest level of cash in his new fund since it launched more than a year ago. Akre tells Bloomberg that…
Siegel: The Pessimists Are Wrong -- Again
While some very positive economic signs have popped up in the past month, pessimism — and in many cases downright doom and gloom — continues to hover over the U.S.…