Rogers: Let Greece Fail

Commodities guru Jim Rogers says that Europe should let Greece default on its debt, and that the U.S. Federal Reserve needs to stop printing money, or else risk creating another serious financial crisis. Rogers tells Bloomberg that history shows the longer one delays dealing with a debt crisis, the more trouble it creates. He opposes […]

The Danger of The Greece/Lehman Comparisons

While many are worrying that a Greece debt default will rock the stock market and financial world the way the Lehman Brothers collapse did  in 2008, Mark Hulbert says there are several examples of sovereign debt crises that didn’t lead to long-term market woes or deep global crises. “Prior to Greece’s recent difficulties, there have […]

Nygren, Herro Get Contrarian

While the rest of the investment world seems to be shunning Japanese stocks and large-cap stocks, two top fund managers — Oakmark’s David Herro and Bill Nygren — say that’s where they are finding value. “We’re fully confident that our Japanese stocks will become a positive at some point for the fund — who knows […]

Arnott: Look to Alternative Investments to Battle Inflation

Saying that a “3-D Hurricane” — debt, deficits, and demographics — is lingering on the horizon for the U.S., Rob Arnott is taking several steps to prepare his portfolio for an inflationary climate. Arnott tells that the U.S. budget deficit is worse than many think, if you include entitlement program costs like Medicare, Medicaid, […]

Siegel: Market Still Cheap — Very Cheap

Wharton Professor and author Jeremy Siegel says stocks are more attractively priced than they’ve ever been during ultra-low interest rate periods, and says investors looking for yield should turn to high-dividend-paying stocks. Price-to-earnings ratios around the world are reasonable and the quality of earnings is extraordinarily high, Siegel said at a Canadian Imperial Bank of […]

Akre: Focus on Pricing Power

Top value fund manager Chuck Akre says that amid an uncertain economic environment and with inflation looming as a possible issue, companies with pricing power are attractive investments. “At the end of the day it turned out that the best investments to own in the ’70s [when inflation at times raged] were businesses that have […]

Fisher: Stocks Less Risky Than Bonds Over Long Haul

Ken Fisher says that, over the long term, stocks are a safer bet than bonds — if you have a time horizon of three years or longer. “If we think of next month, the likelihood is stocks are riskier than bonds are. If we think of 10 years, stocks are almost always less risky than […]

Bolton Remains Confident in China

While his China-focused fund has struggled in its first year, top U.K. fund manager Anthony Bolton says he’s sticking to his general approach — with some modifications — and continues to think Chinese stocks are packed with potential. “I am pretty confident in the general approach,” Bolton tells The Telegraph. “I said before the fund […]

Graham’s Strategy Still Producing Excellent Returns

In his latest “Number Cruncher” column for Canada’s Globe and Mail, John Heinzl takes a look at Validea’s Benjamin Graham-inspired stock-picking model, which has continued to produce stellar results some 60-plus years after Graham detailed it in his classic book, The Intelligent Investor. “Graham used a conservative, risk-averse approach that focused as much on preserving […]

Icahn Worried, But Finding Opportunities

Hedge fund guru Carl Icahn sees serious threats to the equity market on the horizon, namely inflation and the eventual end of the Federal Reserve’s lax monetary policy. “Our country has been enjoying cheap commodities and finished products from Asia but as the middle class continues to grow in Asia, there will be competition for […]

Doll: We’re Early in the Expansion

Blackrock Chief Equity Strategist Bob Doll says recent weak economic reports indicate the U.S. is in a slowdown, but he thinks it’s temporary, and that things will improve in the second half of the year. Doll tells WealthTrack’s Consuelo Mack that we’re in a cyclical bull market, and the early stages of the economic expansion. […]

Oberweis Sees Strong Tech Stock Wave

Newsletter guru Jim Oberweis says he’s finding a lot of attractive tech stocks in the market right now. Oberweis tells Forbes that tech stocks — which he says were selling at “absurdly low” valuations in 2008 — have appreciated over the past few years, but only in amounts that are in line with earnings gains. […]