Yacktman on Microsoft, Oil, and ... Jersey Shore?
Top fund manager Donald Yacktman is high on some big-name stocks, including Viacom, ConocoPhillips, and Microsoft. Here he tells Bloomberg what he likes about some of his holdings, and what…
Guru Strategy Rating Changes: GE, XOM on 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…
Hussman: Market Still Overvalued
John Hussman says technicals and fundamentals are battling it out in the market. And, while the former may take stocks higher in the short term, the latter will win out…
Shiller Expecting Double-Dip Recession
Yale economist and home price index co-creator Robert Shiller says he’s not sure where housing prices are headed, but he is worried about the broader economy. “I’m worried about a…
Top Mid-Cap Manager Talks Strategy
Michael Lippert, whose Baron Opportunity Retail fund is in the top 12% of mid-cap growth funds over the past year, and the top 4% over the past five years, says…
Sonders on Stocks, Gold, and The Machines
Charles Schwab Chief Investment Strategist Liz Ann Sonders says the current market environment “smacks of a buying opportunity,” and says she’s highest on healthcare and technology stocks. “I’m not a…
Stocks Cheaper vs. Bonds than at Bear Market Lows, Top Managers Say
O. Mason Hawkins and G. Staley Cates, whose three Longleaf Partners’ funds have handily beaten the market over the past year and the long term, say stocks present a “superior”…
Biggs Thinking Big -- and High-Quality
Hedge fund guru Barton Biggs says there’s “no question” that the cheapest liquid investment asset in the world is “big, high-quality U.S. stocks.” Biggs also tells Bloomberg that he is…