Does Buffett See Inflation Coming Sooner than Most?
Warren Buffett’s Berkshire Hathaway recently released its second quarter holdings, and some analysts say the report offers indications that Buffett expects inflation to hit sooner rather than later. According to…
Doll, Heebner on Economy, Market
Blackrock’s Bob Doll and CGM’s Ken Heebner both recently discussed their market outlook with CNBC. Both Doll and Heebner are finding reasons to be optimistic, and both shared a few…
Akre Taking Focused Approach
Chuck Akre, who has an exceptional long-term track record as a fund manager, is cautious about the coming years, but is still finding some opportunities in the stock market. “I’m…
Gabelli on Mid-Term Elections, Market Impact
Mario Gabelli says that on the whole stocks currently do not have a “margin of safety”, and that he expects concern about the upcoming elections will soon begin to drive…
Nygren: Macro Focus Leading to Plenty of "Micro" Opportunities
Right now, many — if not most — investors are focused on macroeconomic factors. And, says top fund manager Bill Nygren, that has created a number of “micro opportunities” for…
Guru Strategy Rating Changes: Corning Rising, Medco 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…
Paulsen Sees Opportunities in Tech, Industrials
Wells Capital Management Chief Investment Strategist James Paulsen says bright spots in the economy are leading the market upward. He tells Bloomberg that stocks look very cheap compared to fixed…
Tilson & Heins on Circles of Competence
In their latest column for Kiplinger’s, Whitney Tilson and John Heins discuss the importance of investing within — while trying to expand — your “circle of confidence”. “Staying within your…