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 […]
In his latest Forbes.com article, Validea CEO John Reese takes a look at stocks that might interest two of history’s top investors, Peter Lynch and Bruce Berkowitz. Reese notes that Berkowitz — Morningstar’s domestic fund manager of the decade — focuses his analysis on “free cash flow yield”. Free cash flow is essentially the cash […]
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 […]
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! […]
Yale Economist Robert Shiller, one of the creators of the S&P/Case-Shiller home-price index (which new data shows rose for the seventh straight month in December), says buyer confidence is behind the recent rebound in home prices across the U.S. Shiller tells Bloomberg that he thinks a lot of new buyers are jumping into the housing […]
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.
Author and money manager James O’Shaughnessy says that the Federal Reserve’s recent increase of the Discount Rate was “not a big deal”, and that he’s still very bullish on stocks over the longer term. O’Shaughnessy tells CNBC that he thinks factors are in place that will make stocks the “asset class of the choice” over […]
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 […]
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 […]
Like Bill Gross, Wharton professor and author Jeremy Siegel doesn’t see a hike in the Federal Funds rate as imminent, despite the Federal Reserve’s recent decision to up the Discount Rate. Siegel tells Bloomberg he thinks the Fed will raise the Discount Rate “two more notches up” before it begins to increase the Federal Funds […]
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, […]
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 […]
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! […]
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, […]
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.