Yacktman: Blue Chips Still Selling Near 18-Year Lows

Even with the market up more than 90% off its 2009 lows, top fund manager Donald Yacktman says he’s still finding big values in big, blue-chip stocks. “I don’t think the opportunities are anywhere near what they were two years ago,” Yacktman tells Barron’s. “But what is staggering to me is high-quality companies still selling […]

Mobius on How to Invest in China

Templeton Asset Management’s Mark Mobius says that he’s still high on Chinese stocks, but that — as in any market — good stock-picking and a disciplined approach are key to making money in that part of the world. “I have heard queries from baffled investors about past underperformance of the Chinese stock market despite the […]

Buffett: Dollar Will Decline

Reiterating his belief that the U.S.’s stimulus policies will lead to inflation, Warren Buffett says investors should steer clear of long-term American fixed-income investments, because the dollar will not hold its purchasing power over the next decade or two. “I would recommend against buying long-term fixed-dollar investments,” Buffett said at a news conference during his […]

Reese: Top Picks from the Rebounding Healthcare Sector

In his latest column on Seeking Alpha, Validea CEO John Reese says his Guru Strategies are finding some intriguing picks in the healthcare sector. “For much of the two-year-plus stock market rally, the healthcare sector has been left far behind the rest of the market,” Reese writes. “That’s changed recently. While the rest of the […]

Study: Why Stocks Could Do Well in Next Decade — Even If Growth Is Slow

Since the stock market crash of late 2008, investors have heard a lot about the “New Normal” — the notion that we’re now in a new era of lower-than-average economic growth, and lower-than-average stock market gains. But a new study from the Center for Retirement Research at Boston College, a group that is affiliated with […]

Tricks for Spotting Neff-Type Bargains

In a recent column for Bloomberg, John Dorfman channels John Neff, who compiled one of the best track records ever while managing the Windsor Fund for more than three decades. “One of Neff’s techniques that I like is scouring the list of stocks that have reached 52-week lows,” Dorfmnan explains. “In his book ‘John Neff […]

Whitney Sounding Not-So-Gloomy

Meredith Whitney — the banking analyst who was one of the few to warn of the financial crisis ahead of time, and who has maintained a pretty gloomy outlook since the crisis — is now seeing some positive signs in the economy. Whitney tells Maria Bartiromo in an interview for USAToday that she thinks defaults […]

Fisher Boosts Japan Exposure, Calls Out Media

Ken Fisher says he’s increased his exposure to Japan in the wake of the recent crisis — and he says the media is “fanning the hysteria” surrounding the nuclear situation there. Fisher tells Advisor One that he has “increased weight in Japan and picked up some other things, mostly technology, on the presumption that things […]

Grantham Growing Bearish

GMO’s Jeremy Grantham says people may be underestimating the impact the Japan crisis will have on the rest of the world, and says he’s growing less confident that the “Presidential Cycle” effect will boost stocks for the remainder of this year. “What people will find, and what they might have underestimated, are the tentacles that […]

Siegel: Fed Needs to Start Thinking about Rate Hikes

Wharton professor and Stocks for the Long Run author Jeremy Siegel says recent inflation numbers are “a bit troubling”, and thinks the Federal Reserve by this coming autumn should begin looking at raising interest rates. He tells Bloomberg that history shows that, while raising rates can cause short-term tremors in the market, rate hikes early […]

Bogle: Japan Will Recover; Don’t Bail on Stocks

Vanguard founder Jack Bogle says he thinks the turmoil in Japan and the Middle East will make for short-term troubles, but he expects Japan to recover and says investors should not get out of the stock market. “Be very careful about your asset allocation. I would never get out of the stock market,” Bogle tells […]

Winters Sees Longer-Term Buying Opportunities

Top fund manager David Winters says he’s “shopping” for equities because prices of stocks have “gotten crushed” recently. Winters says he thinks Japan and the rest of the world will get through the current crises, and that this is a good buying opportunity. He also talks broader strategy, saying the way to get rich is […]

Faber Sees “Lifetime Buying Opportunity” in Japan

Marc Faber of the Gloom, Boom & Doom Report says the declines in the Japanese market have created a “lifetime buying opportunity”. Faber tells Yahoo! Finance’s “Breakout” that that doesn’t mean the market will turn upward right away; it could lose another 10% to 15%, but when the declines stop it should be ready for […]

Reese Looks at Buffett-Type Bargains

In his latest article for Canada’s Globe and Mail, Validea CEO John Reese delves into Warren Buffett’s annual letter, and takes a look at some Buffett-type picks he’s finding in the current market. “Warren Buffett believes in the U.S. economy — and he just spent $9-billion (U.S.) to prove it,” writes Reese. “His acquisition this […]

Doll Doesn’t See Oil Prices Stopping Recovery

Blackrock’s Bob Doll says the turmoil in the Middle East and tragic tsunami and earthquake in Japan will likely hamper markets in the short term, but he continues to think the broader longer-term trend for stocks is upward. “In the short term, the earthquake and resulting turmoil add to global market risks and will almost […]

Icahn Warns of Correction

Billionaire hedge fund guru Carl Icahn says he’s concerned that a “major correction” for the stock market may be coming. “You’ve got to be myopic if you’re not at least concerned that there might be a major correction,” Icahn recently told the Financial Times. “[Ben] Bernanke has done a brilliant job but he can’t hold […]

Mobius Envisions the Next Decade

Templeton Asset Management’s Mark Mobius says he remains high on the “BRIC” countries — Brazil, Russia, India, and China — and says the Euro and Chinese Renminbi will likely play a greater role in world markets over the next decade. “I believe the Bric (Brazil, Russia, India and China) countries will continue to do quite […]

Herro, de Vaulx Still Like Japan

A pair of top fund managers say the deadly earthquake in Japan isn’t shaking their bullishness on Japanese stocks. “Our view on Japan is still the same,” David Herro, one of Morningstar’s fund managers of the decade, told Bloomberg. “When you look at the valuation of Japanese companies, if you look at what’s happening with […]

Grantham Planning to Cut Back on Equities

GMO’s Jeremy Grantham is planning to cut back on his equity holdings, though he thinks stocks could continue to rise in the short term before hitting a roadblock, TheStreet.com reports. Grantham told investors at Charles Schwab’s Investment Outlook 2011 conference that stocks are “dangerously overpriced,” according to TheStreet. But he said he expects the S&P […]