Oberweis: Look to Niche-Oriented Small-Caps

While still somewhat wary of the economy, Jim Oberweis says that you can find plays in the technology and consumer discretionary sectors — “the pillars of a growth portfolio” — if you know where to look. Oberweis writes in his latest Forbes.com column that retailers such as restaurants, auto suppliers, consumer semiconductor makers, and advertising […]

Arnott Sees “Another Tough Slog” in Coming Decade

While many are predicting that the coming decade will feature some strong bounce-back gains for stocks after a poor 2000s, Rob Arnott of Research Affiliates says not to count on it. In a piece written with John West for IndexUniverse.com, Arnott says that the standard market-cap-weighted 60/40 stocks/bonds allocation “is likely to disappoint. Again. Net […]

Ritholtz: No Signs Rally Is Ending

Barry Ritholtz of Fusion IQ and The Big Picture blog remains bullish on stocks, saying that he sees no indication that the rally is in its final stages. “As long as the fed is going to make money free … it’s hard to find a short, other than some company restating earnings,” Ritholtz tells Yahoo! […]

Guru Strategy Rating Changes: GE, Eli Lilly on the Rise

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 some of the stocks John’s strategies have upgraded or downgraded today. Among the bigger names: General Electric and Eli Lilly.

A Different Take on Valuations

Liz Ann Sonders, Charles Schwab’s chief investment strategist, says in her latest market commentary that the recent downturn helped temper some of the investor optimism that was becoming “troublesome”, and that — despite the big gains stocks have made in the past year — stock valuations continue to look attractive. Sonders’ favorite valuation gauge is […]

Bogle: Keep It Simple

In an interview with Texas’ The Statesman, Vanguard’s John Bogle says the key to successful investing is keeping things simple, and not allowing short-term performance to impact your decisions. “[The biggest problem in investing] is that people are focused on short-term performance,” Bogle tells Scott Burns. He says that there will always be some funds […]

Gross: Don’t Sweat the Discount Rate Hike

Does the Federal Reserve’s discount rate hike mean increases for other key interest rates are coming? Not according to PIMCO bond guru Bill Gross. Gross tells CNBC that he thinks the Fed won’t move the Federal Funds rate for at least six more months. He thinks the yield curve will continue to steepen, not shrink, […]

Lynch: This Is “Extraordinary Period” for Investing

In an exclusive interview with Israel’s Globes, mutual fund legend Peter Lynch says he thinks the past ten years have been an anomaly for the stock market, and that we are currently in an “extraordinary period” for stock investing. “The significance of the lost decade is very simple,” Lynch said, referencing the term some have […]

Stiglitz: More Stimulus Likely Needed to Avert Double-Dip

Nobel laureate and Columbia economist Joseph Stiglitz continues to believe that the U.S. needs another stimulus package, or else it will risk having high unemployment “through the middle of the decade” and a weak economy for the next several years. While much of the first stimulus funding has yet to be spent, he tells Yahoo! […]

Herro Looking to the Market’s Unloved

Top fund manager David Herro is high on a number of unloved areas of the market — including Japanese stocks, luxury good makers, and much-maligned automaker Toyota. “One of the secrets, I think, to successful long-term investing is to really look for where the true values are,” Herro, Morningstar’s domestic fund manager of the decade, […]

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 some of the stocks John’s strategies have upgraded or downgraded today. Among the bigger names are several energy companies.