Guru Strategy Rating Changes: Energy Firms 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…
Dorfman on Strategy, and Why Stocks Are Still Cheap
GuruFocus.com offers an interesting interview with Bloomberg columnist and money manager John Dorfman, who called the market rally and says stocks are still cheap. “I think the stock market was…
Buffett Bought More Wells Fargo, Wal-Mart; Cut Back on JNJ, P&G
Berkshire Hathaway’s latest holdings disclosure is out, and there are changes to a number of Warren Buffett’s significant positions. Among the stocks Berkshire cut back on in the fourth quarter…
Paulsen: Secular Bull May Be Coming -- if Inflation Held in Check
Wells Capital Management’s James Paulsen says that we are in the early stages of a “robust economic recovery”, and that it is a “reasonable possibility” that the S&P 500 rises…
Mobius Says Latin American Markets to Turn Higher Soon
Templeton Asset Management’s Mark Mobius says he expects the Latin American stock market correction to end within a month, and says the region’s indices may well climb to new highs…
Is High Turnover a Bad Thing? That Depends
Turnover is one of the more looked-at statistics for money managers. But what are the implications of turnover rate on a portfolio? A new study funded by not-for-profit Investor Research…
Bolton on Why China Lured Him Back
Top U.K. manager Anthony Bolton of Fidelity is managing a new China-focused fund, and he recently told London’s Telegraph why the opportunity lured him out of retirement. “This may be…
Shilling Sees Rough Times Ahead -- But Opportunities, Too
Economist and INSIGHT newsletter editor A. Gary Shilling is expecting slow growth and deflation in the coming years, along with a secular bear market. But he says there will still…