Look Beyond Europe News, Sonders Says

Charles Schwab’s Liz Ann Sonders — whose calls on the start and end of the “Great Recession” proved quite accurate — warns against hyperfocusing on Greece’s debt problems. “Even the broader European focus has largely seemed to overshadow developments in the United States, which remains the world’s largest economy,” Sonders writes along with Brad Sorensen […]

Reese on Momentum and Value Working Together

In his latest article for Canada’s Globe and Mail, Validea CEO John Reese says that, while many of history’s greatest investors have been value-focused strategists, momentum can also be a critical part of successful approaches. “In fact, looking for stocks with good price momentum can be a big boost to returns — particularly during certain […]

Fisher: The Economic Data Is Better than Many Think

Kenneth Fisher says the fact that GDP growth nearly doubled in the U.S.’s third quarter is far from the only positive economic sign out there — even though the media continues to focus on the negative. In a post on Forbes.com, Fisher points to a number of economic figures, including improving manufacturing numbers in the […]

Biggs: “Rally Going to Continue for a While”

Hedge fund guru Barton Biggs, who had been reducing equity exposure late in the summer months, has recently reversed course and has continued to up his exposure since the announcement of the new plan to stem Europe’s debt crisis.  “This morning, all of the wise men of Europe and the economists are very negative about […]

Zweig on the “Optimism Bias”

On the Wall Street Journal’s “Total Return” blog, Jason  Zweig highlights research that indicates human beings have an “optimism bias” — that is, we learn more from our successes than we do from our failures. And that, he says, has major implications for investors. Zweig says a new study, performed by a team of neuroscientists in […]

Romick Finding Value in Large-Caps

Top-performing fund manager Steven Romick, who often targets smaller stocks, is finding that the current market environment has larger stocks looking attractive because of their valuations. “We think owning good, large-cap, global, and growing businesses are a good place to invest today,” Romick tells Morningstar. “Those of which cannot adequately reinvest their capital should pay […]

De Vaulx Likes Japanese & European Firms

Top value investor Charles de Vaulx is high on Japanese stocks and stocks of European companies with global exposure. De Vaulx tells Bloomberg that there are a lot of strong European firms that are “not that Euro-centric”. He also discusses why he’s putting a lot of his money into France, and why he thinks the […]

The Strategy Behind Buffett’s Success

In an interview with CNBC, Validea CEO John Reese talks about his Warren Buffett-inspired strategy, and some stocks it’s high on right now. Reese explains how his model uses Buffett-based criteria to pick stocks, including earnings persistence — it looks for firms that have a 10-year history of consistently upping annual earnings. He also talks […]

Election Year A Bullish Sign? Maybe Not

Contrary to popular belief, Mark Hulbert says the notion that stock market returns are strong in the years of presidential elections is wrong. In a recent MarketWatch column, Hulbert comes to that conclusion after examining the Presidential Election Year Cycle. “The implication of this theory is that, immediately after assuming office, presidents swallow whatever economic […]

Hedge Fund Chief: Asia Offers Big Opportunities for Value Investors

Michael van Biema, whose value-focused firm’s funds garnered several InvestHedge awards in 2010, says the Asian markets are offering particularly good opportunities for value investors. “They’re getting really, really cheap again, which of course, we like,” van Biema tells Forbes.com in reference to Asian stocks. “And you get a huge tail wind of growth. The […]

Ritholtz: Government Should Focus on Infrastructure

Barry Ritholtz says that America needs to undertake a major infrastructure repair and rebuilding program, which would stimulate the economy and provide a number of other benefits. “We have allowed the transportation grid to get old and out of shape,” Ritholtz writes in a Washington Post op-ed. “Our interstate highway system is in disrepair; our […]

Oberweis: In Fearful Times, Look to Small-Caps

While investors often rush into larger blue-chip stocks and Treasury bonds when market fears are high, newsletter guru Jim Oberweis says that’s often the wrong move to make. “In my experience, some of the best gains on a rebound are seen in high-growth stocks that are usually too expensive to pass our valuation requirements,” Oberweis […]