Tilson & Heins on “Lottery” Picks

While they are value investors, Whitney Tilson and John Heins say that it’s okay to swing for the fences on riskier stocks. “Overpaying for stocks is always a bad idea,” the duo writes in their latest Forbes column. “But there are times when the market offers what we consider mispriced options on success. We will […]

Tilson, Heins Like Money Managers

In their latest column for Kiplinger’s magazine, Whitney Tilson and John Heins say they are high on an unloved area of the market: money management firms that specialize in stock funds. In the article (not yet available on Kiplinger’s web site), Tilson and Heins write that money management is a fairly simple and very profitable […]

Why The “Dissonant” Market Is Great News

In their latest column for Kiplinger’s, Whitney Tilson and John Heins say the current investment climate is among the most dissonant as they’ve ever seen — and that the contradictory stances investors have toward stocks are making for a myriad of opportunities. Tilson and Heins say investors are “torn between wanting safety and craving yield”, […]

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 circle of competence is a central tenet of value investing,” Tilson and Heins write. “It’s clear that you’re more likely to succeed by investing in […]

Tilson & Heins on Shorting Opportunities

In their latest Discovering Value column for Kiplinger’s, Whitney Tilson and John Heins discuss the ins and outs of short-selling, and offer some insight into where they are currently focusing their short-selling efforts. Tilson and Heins say they are value investors, and in choosing their long positions they take a classic value approach. But while […]

Tilson & Heins Play Defense

In their latest “Discovering Value” column for Kiplinger’s, Whitney Tilson and John Heins say they are “playing defense” as the U.S. and world continue to deal with the fallout from the “bursting of the greatest bubble in history”. “As Americans, we’re hoping for a sharp, V-shaped economic recovery. But as investors, we’re not betting on […]

Tilson & Heins: “Buy-and-Forget” a Losing Proposition

In their latest Kiplinger’s column, Whitney Tilson and John Heins examine a 10-year-old Fortune magazine article to stress some of their core beliefs about investing — including the idea that buy-and-hold investing (or, perhaps more accurately, “buy-and-forget” investing) can be a dangerous practice. The Fortune piece, entitled “10 Stocks to Last the Decade”, highlighted 10 […]

Tilson & Heins: Healthcare Fears Overdone

Add two more top strategists to those who say that healthcare reform fears are creating some bargains in the sector. In their latest Kiplinger’s column — a piece on contrarian investing — Whitney Tilson and John Heins say they think the healthcare fears are overblown. “Investors fear that health-care reform will hurt the entire industry, […]