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 […]

Grantham, GMO See Small Cap Trouble

While small-cap stocks have had an excellent run, top value investor Jeremy Grantham and his firm aren’t too high on the little guys going forward. GMO, Grantham’s firm, has released its new seven-year asset class projections, and the “latest calculations predict that investors in U.S. small-cap stocks will actually lose about a fifth of their […]

Greenblatt: Market Fairly Valued, Plenty of Opportunities

Author and hedge fund guru Joel Greenblatt says he thinks the market is in the range of fair value, and says he’s finding plenty of attractive stocks right now. Greenblatt tells CNBC that after looking at trailing earnings yields for the past 23 years, he’s found that large-cap stocks are in the 80th percentile of […]

El-Erian Talks Deficit Reduction, Interest Rates

PIMCO’s Mohamed El-Erian says he’s more optimistic than he was a few months ago about U.S. deficit reduction, though he says it’s a complex issue that won’t be easy to tackle. El-Erian also talks with Bloomberg’s Tom Keene and Ken Prewitt about why interest rates are remaining low despite concerns about U.S. credit quality.

Reese Searches for “Dogs” North of the Border

In his latest article for Canada’s Globe and Mail, Validea CEO John Reese takes a look at the “Dogs of the TSX”. Noting the historical success of the well-known “Dogs of the Dow” strategy — in which one buys the ten highest-yielding stocks in the Dow Jones Industrial Average, and rebalances the portfolio once a […]

Bond Guru: “Moment of Truth” Coming

Top bond fund manager Jeffrey Gundlach says the “the moment of truth for this year’s investments” will come at the end of June, when the Federal Reserve’s second round of quantitative easing comes to an end. “QE2 was obviously designed to help the economy,” Gundlach tells CNBC. “If it [QE2] helps the economy and it […]

Akre Cautious, But Finding Values

Top value investor Chuck Akre says he’s remaining cautious on the stock market, though he’s finding a number of picks that he says are low-risk, high-reward options. “The US is in a slow recovery,” Akre recently told Louis Rukeyser’s Wall Street (a tip of the cap to Nasdaq.com’s Jim Fink for highlighting the interview). “I’m […]