Guru-Style Service Sector Picks

In his latest article for Morningstar, Validea CEO John Reese looks at top stocks from the service sector — an area of the economy that he says is faring better than many realize. “Service-type companies, and the service sector as a whole, have become the real bellwethers of U.S. economic activity,” Reese writes. “And lately, […]

Buffett’s Berkshire Buyback: A Bullish Sign?

Warren Buffett and Berkshire Hathaway recently announced a share buy-back authorization, which may be signaling optimism from Buffett on the economy. The move marks the first time in four decades that Berkshire will be authorized to buy back its own shares, according to Bloomberg. It is allowed to do so only if its price is […]

Greenblatt: Stocks Looking Cheap — Very Cheap

Hedge fund guru Joel Greenblatt says that, based on trailing free cash flow yields, stocks are trading at levels that put them in about the 95th percentile of cheapness when examining the past 20 years of market history. Greenblatt tells CNBC that if the past is any indication, valuation levels this low could be proceeded […]

De Vaulx Likes Oil & Gas, Japan

Top value investor Charles De Vaulx has been cutting back on gold holdings and is high on oil and gas stocks and Japanese equities. De Vaulx tells Bloomberg that with cash yielding very little, bond yields low, and gold having gone “parabolic” over the summer, stocks of good companies with solid dividends look like attractive […]

Paulsen: Time to Move toward Cyclicals

Wells Capital Management Chief Investment Strategist James Paulsen says he thinks it’s time to lighten up on safety-oriented stocks like utilities and consumer staples, and put cash into more cyclical-type stocks, like industrials and emerging market plays. Paulsen tells Bloomberg that if October data continues to show that the U.S. economy isn’t entering a new […]

Deflation Could Help Us, Trahan Says

Highly-rated strategist Francois Trahan says that “deflation” is not a dirty word, and that the Federal Reserve could help the economy by allowing deflation to stem commodity price inflation that is “eroding people’s pockets”. Trahan says Fed members and other policymakers and economists are relying on economic principles that aren’t relevant right now. Three main […]

Discipline Crucial, Top Newsletter Editor Says

The Cabot Market Letter is having another market-beating year, and its editor is preaching discipline amid the current market volatility. “Going forward, it’s important to remember to take your cues from the market itself, and not from the headlines that are sure to push the market up and down in the days ahead,” Michael Cintolo […]

J.P. Morgan Strategist: Ideal Buying Time May Be Near

J.P. Morgan U.S. equity strategist Thomas Lee says we may be near an ideal buying opportunity for stocks. According to Lee, 53% of stocks are trading for less than 12 times earnings, the most stocks selling so cheap since late 2008, the Financial Post reports. In addition, 51% of stocks are trading for less than […]

Ritholtz: “Austerians” Have It All Wrong

Barry Ritholtz of FusionIQ and The Big Picture blog says that the Federal Reserve has done just about all it can do it fix the economy, and that changes to fiscal policy are needed to really get things moving in the right direction. But, he adds, many government officials have a track record of getting […]

Shiller Talks Housing, Bubbles

Yale Economist and housing guru Robert Shiller says the government still isn’t doing enough to help the housing market. Shiller, who called the bursting of both the tech stock and housing bubbles, tells Fox Business Network that he’s worried we could see more downside for housing prices. He also says that he has a “gut feeling” […]

Biggs High On Cash Amid Fear of Financial Crisis

Hedge fund guru Barton Biggs says he’s only 20% net long on equities in this market, and says we may be on the eve of another financial crisis. Biggs says policymakers have tools at their disposal to help, but have failed to come together to do so in Europe or the U.S. “In times like […]

Valuations Have Bolton Bullish

Fidelity’s Anthony Bolton says he’s optimistic about global equities, and valuations are a big reason. “I am still a bull of world equity markets,” Bolton, who produced an exceptional track record in the U.K. and now oversees a China-focused fund, said at an Investment Week conference. “I think in this business you have got to […]