Ritholtz High on U.S. Stocks — For Now

Barry Ritholtz of FusionIQ and The Big Picture blog says he’s 90% long on stocks right now, mostly in the U.S. Ritholtz tells CNBC that a lot of his optimism is an “opportunistic trade”. He thinks a major correction is coming sometime in the future, but he says he doesn’t see evidence that it’s coming […]

Buffett-Type Picks from North of the Border

In his latest “Number Cruncher” column for Canada’s Globe and Mail, John Heinzl takes a look at some Warren Buffett-type stocks, with help from Validea CEO John Reese’s Buffett-based Guru Strategy. “Unfortunately, Mr. Buffett wasn’t available for our little stock-picking exercise. But the folks at Validea Canada have developed a screen that emulates the Oracle […]

#1 Fund Manager Profits from Debt

While debt can be a dangerous thing, Fidelity’s Thomas Soviero — who recently supplanted Ken Heebner as the top-performing fund manager of the past decade — says it can also lead to opportunity. “Debt doesn’t have to be a four-letter word,” Soviero, whose Fidelity Advisor Leveraged Company Stock Fund averaged annual returns of 15% for […]

Mobius Sees Opportunities in Middle East

While the turmoil in the Middle East has spooked many investors, Templeton Asset Management’s Mark Mobius sees it as a positive over the long haul. “My outlook is very positive because I see these political changes result in more open societies, more dialogue and therefore better environment for markets including stocks and bonds,” Mobius says, […]

Fisher Looks to “Hero CEOs”

Ken Fisher says that, with the bull market maturing, investors can make hay by keying on star CEOs. “Usually the first third of a bull market is led by stocks bouncing back from getting crushed in the prior bear,” Fisher writes in his latest Forbes column. “But the last two-thirds of bulls are usually led […]

Tilson: Apple’s Good, But Microsoft Is Better

While many investors are piling into areas of the market where economic growth has been concentrated and valuations are high, value investor Whitney Tilson says he’s keying on unloved blue chips. “There are a lot of big-cap blue-chip companies that are trading at moderate prices,” Tilson tells Reuters. “At a time when everyone is getting […]