Muhlenkamp Likes Financial Services, Tech Stocks
Value manager Ron Muhlenkamp, whose fund has beaten the S&P 500 by about 5% per year over the past decade, says he’s keying in on several financial services firms, as…
Reese on Buffett, Zweig, Lynch, and Other Market Gurus
In an interview with Business Insider, Validea CEO John Reese discusses his Warren Buffett-based investing strategy, which is up more than 50% in the last year. Reese also talks about…
Hulbert: Market Flashing Rare "Buy" Signal
Newsletter tracker Mark Hulbert says that the market has recently triggered a rare “buy” signal that has historically been a precursor to strong stock gains. The indicator is termed “breadth…
Guru Strategy Rating Changes: Healthcare 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…
Shiller Talks Oil, Housing, and Bubbles
In an interview with WealthTrack’s Consuelo Mack, Yale economist Robert Shiller says that while the broader market is now selling at a significantly higher valuation than historical norms, stocks are…
Greenblatt Explains his "Magic"
Hedge fund guru and author Joel Greenblatt talks about the concepts behind and implementation of his “magic formula” investing strategy in Forbes’ latest “Intelligent Investing” interview. Greenblatt also discusses the…
Grantham Talks Valuations, Bubbles
Jeremy Grantham says the U.S. stock market is now “thoroughly expensive” — except for one subset of the market — and also says he sees more bubbles forming in various…
Siegel: Recovery Now Self-Sustaining, Stocks Have Plenty of Upside Left
Wharton professor and Stocks for the Long Run author Jeremy Siegel says the recession is definitely over and the economy has entered a self-sustaining expansion that isn’t reliant on stimulus…