Rogers’ Shorts and Longs

Jim Rogers says that European countries are still avoiding their main problems — too much spending and too much debt. He tells Bloomberg that proposed solutions to the Eurozone crisis that don’t address those issues may make markets rally in the short term, but won’t solve the long-term issues. Rogers also questions whether the Euro […]

Faber: Don’t Expect Too Much From Rally

  Marc Faber of the Gloom, Boom & Doom Report says equities may rally in the short term, but he doesn’t think it will be a long-lasting bullish move. “The rally came from a very oversold level,” Faber tells FOX Business Network. “We have a very strong support on the S&P between 1100-1150. And usually the […]

Hulbert: Black Friday Not A Market Predictor

While the success of retailers on Black Friday can send stocks up or down in the very short term, Mark Hulbert says investors shouldn’t think that such market moves are a harbinger of things to come for the rest of the year. “The initial reports of how retailers are doing on Black Friday are an […]

New Data On “What Works On Wall Street”

History has shown that investors who stick to disciplined, fundamental-focused strategies give themselves a good chance of beating the market over the long haul. And one of the investment gurus who has compiled the most data on that topic is James O’Shaughnessy, whose book What Works on Wall Street became something of a bible for […]

Five More Tech Sector Plays for Buffett

In his latest article for Seeking Alpha, Validea CEO John Reese says that Warren Buffett’s recent IBM buy actually isn’t all that out of character for the tech-wary Buffett — and says other “Buffett-esque” tech stocks are out there right now. “While Buffett’s IBM move was surprising given [his previous tech sector] comments, it wasn’t […]

Gabelli on How NatGas Can Help the Jobs Problem

Top value investor Mario Gabelli says increased efforts in the shale and natural gas arenas would help spur job growth, make the U.S. less dependent on imports for energy, and help with the country’s deficit. Gabelli also tells FOX Business Network that tax reform is key to helping American competitiveness, and says he’s finding interesting […]

Doll: Political Will Needed to Fix European Situation

Blackrock’s Bob Doll says that he thinks Europe is already in a recession, and that solving the continent’s debt crisis is not a matter of economics but instead one of political will. Doll tells Yahoo! Finance’s Breakout that he thinks political leaders will eventually show that will, but that the longer they wait the worse […]

Shiller on “The Neuroeconomic Revolution”

The field of neuroeconomics has gained a lot of traction in recent years. But Yale Economist Robert Shiller says a “neuroeconomics revolution” has only just begun. In an article for Project Syndicate, Shiller says this revolution has “passed some key milestones quite recently”, in particular the publication of Paul Glimcher’s Foundations of Neuroeconomic Analysis. “Much of […]

Buffett On The Prowl in Japan

Warren Buffett is looking for investment opportunities in Japan, saying that neither the huge earthquake that devastated the country earlier this year nor the recent scandal surrounding Olympus Corp. have soured him on Japanese firms. “There are lots of opportunities in Japan,” Buffett said during a visit to the country to visit a tool-making company […]

Keeping Confirmation Bias at Bay

As emotional creatures, human beings are prone to a multitude of behavioral biases that can help them in daily life, but hurt them badly in the investing world. Even the best investors can slip up and let these biases lead them astray, so today we’ll take a look at an article written earlier this year […]

Fisher: Buy on Fear

Kenneth Fisher says that fears of a eurozone collapse and a double-dip recession in the U.S. continue to be overblown, and thinks stocks are positioned well heading into 2012. “Sentiment is uniformly black — that’s almost always bullish — long term,” Fisher writes in a column for Interactive Investor. “Then, too, fundamentals are much stronger […]

Focus on Facts, Not Fear, Says Rogers

In his latest Forbes column, John W. Rogers Jr. stresses the importance of staying rational amid market turbulence, and says he’s bullish on the financial sector because investors have been treating it with an irrational amount of fear. “An unemotional response is the right one in many critical moments — be it the game-winning shot […]

Cooperman, Gabelli, Whitman Talk Value

The latest issue of Columbia Business School’s Graham & Doddsville newsletter features interviews with three top investors, Leon Cooperman, Mario Gabelli, and Marty Whitman. (Tip of the cap to GuruFocus.com for highlighting the newsletter, which can be downloaded via this link.) In the wide-ranging interviews, Cooperman, Gabelli, and Whitman talk extensively about their own career […]

Mobius Not Worried about Europe; High on Commodities

Emerging markets guru Mark Mobius says he’s not too worried about Europe’s financial woes triggering a global recession. “We just don’t see any cause for alarm in the sense of things completely drying up and there being a situation where nobody buys anything,” Templeton Asset Management’s Mobius told Bloomberg. “We don’t see a let-up in […]

O’Shaughnessy: Look to Consumer Staples

Quantitative strategy guru James O’Shaughnessy says that he’s finding value in consumer staples, and that history shows the sector is actually one of the best places to look in most economic climates. “When you think about it, [it] makes a lot of sense,” O’Shaughnessy tells CNBC. “During hard economic times, people still have to eat, they […]

More Evidence that Correlations Haven’t Really Changed

Recently we highlighted an article from Mark Hulbert that detailed why talk of a new era of higher correlations among stocks is misguided. Now, The Wall Street Journal’s Jason Zweig offers more data showing that, when it comes to the correlation of the U.S. market with other markets, perception and reality are very different.  Zweig […]

Top U.K. Manager Sees Trouble for Economy, But Not for Stocks

Neil Woodford, the U.K. manager whose fund has posted very strong results over the past year and over the long term, thinks Europe is headed for recession, but thinks equities will offer good opportunities despite the economic turmoil. ‘The backdrop is very difficult and there’s huge volatility, but through that volatility the predictable, high-quality, undervalued […]

Fisher’s Price/Sales Approach Still Crushing Market

Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Kenneth Fisher-inspired strategy, which has averaged annual returns of 11.7% since its July 2003 inception vs. 2.5% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring […]

Reese: There’s Value in Healthcare

After rebounding earlier this year from a lengthy period of underperformance, health care stocks have found themselves lagging again over the past month or so. And that, Validea CEO John Reese says, is helping create some buying opportunities. “My guru strategies have taken note by taking advantage of relatively lower prices,” Reese writes in a […]