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.

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 undervalued even before the recent sell off,” Dorfman tells Jacob Wolinsky. “Yes the market P/E is around 18 but only because it is based on […]

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 were several healthcare plays, including  Johnson & Johnson and WellPoint. The positions Buffett’s firm added to include Wells Fargo, Becton Dickinson, and Republic Services. Below […]

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 by the end of 2010. “Latin American markets are going to move up after the current correction because we are nowhere near the previous 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 Responsibility Center Institute (IRRC) digs into that topic, finding that many managers trade more frequently than they think — and often to their detriment. The […]

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 the biggest economic and investment story of our generation,” Bolton says. “I believe that China’s economy could expand at nearly 8% a year between 2011 […]

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 be ways for investors to make money. In a piece published on MoneyShow.com, Shilling lists a number of areas he thinks will produce winners over […]

Miller on Investors’ “Perverse” Affinity for Bonds

Legg Mason’s Bill Miller says that the path of least resistance for the stock market is higher, but that many investors are continuing to maintain a “perverse affinity” for bonds. “It’s clear that economically things are getting better, not worse,” Miller writes for the Financial Times. “In addition to gross domestic product numbers, credit spreads […]

Natural Gas: Ready to Take Off?

Value investing guru Ron Muhlenkamp says that because of advances in drilling techniques, we’re about to see a “dramatic increase” in the use of natural gas in transportation — which bodes well for firms that deal in the clean-burning fuel. “We’re about to see a dramatic increase in the use of natural gas in transportation,” […]

Yacktman Looks to Stocks, Not Gold, for Inflation Protection

Donald Yacktman, whose mutual funds have some of the strongest long-term track records around, says companies with good pricing power can be better inflation hedges than gold. Yacktman tells Bloomberg that he thinks inflation is coming, and businesses like Coca-Cola, Procter & Gamble, and Viacom have the ability to raise prices and are thus very […]