Key Lessons From The Gurus

In an interview with, Validea CEO John Reese discusses which of his “Guru Strategies” has performed best over the long haul, and some of the key lessons he’s learned in implementing his models, which are based on the approaches of some of history’s greatest investors. “The models still continue to work” years — and […]

Bogle: Think Long Term — Very Long Term

Legendary Vanguard founder Jack Bogle says he’s cautious heading into 2012, and that investors need to take a long-term perspective. “With the economy, I’m cautious,” Bogle recently told the Associated Press (a tip of the cap to NPR for highlighting the interview). “I don’t expect a boom in consumer spending over the next two or […]

Grantham’s GMO Not As Gloomy On Stocks As You Think

While Jeremy Grantham’s GMO has been gloomy about the outlook on stocks, the firm’s head of asset allocation says there are also good opportunities in the market right now. “We think there is money to be made,” Ben Inker tells The Boston Globe. “There’s plenty of stuff to be worried about. [But] there’s actually a […]

Buffett-Style Tech Picks

Could Warren Buffett be on the lookout for more tech stocks? That’s a question that Validea CEO John Reese examines in a recent article for Canada’s Globe and Mail. “Not long ago, that question would have seemed foolish. Warren Buffett avoided investing in technology companies, saying that the nature of their businesses did not allow […]

Nygren: Don’t Chase Bond Performance; Buy Stocks

Top fund manager Bill Nygren says that the best thing investors can do in 2012 is buy more stocks. “The best idea for 2012 is for investors to increase their equity exposure and decrease bond exposure,” Nygren tells CNBC. “We think stocks are cheap.” He says he thinks it’s a mistake for investors to chase […]

Stattman High on Oil Firms, “Nibbling” at Bank Stocks

Blackrock’s Dennis Stattman, whose Global Allocation Institutional fund has been one of the better performing funds in its class over the past five and ten years, says he’s keying on companies that are based in developed markets but have exposure to the strong growth in emerging markets. Stattman also tells Bloomberg that he takes a […]

Top Manager Getting Less Defensive

Top mid-cap fund manager Jonathan Simon says he’s adding some risk to his portfolio heading into 2012, and is high on some regional banking stocks. Simon tells CNBC that he is particularly concerned with a company’s free cash flow, and how it uses that cash. “They have to have a very disciplined approach to capital […]

Ritholtz on Individual Investors’ Greatest Enemies

Barry Ritholtz of The Big Picture blog and FusionIQ says investors need to know who they are up against when managing their portfolios — and says that to find perhaps the greatest enemy, you don’t have to look far. Writing a guest piece for John Mauldin’s “Thoughts from the Frontline” newsletter, Ritholtz says the first […]

Siegel Sees Historic Buying Opportunity

Wharton professor and Stocks for the Long Run author Jeremy Siegel says stocks are as cheap as they’ve been since the early 1950s, when the interest-rate climate is taken into consideration. Siegel tells CNBC he doesn’t think that Europe’s debt crisis will lead to a Lehman Brothers-type event. He says he “loves dividend-paying stocks”, and […]

Is The Market Undervalued Or Overvalued?

The stock market may either be significantly overvalued, or it may be selling near historically low levels — it all depends on whom you’re talking to and what valuation metric they’re using. And in his latest column for Canada’s Globe and Mail, Validea CEO John Reese says that means investors shouldn’t rely on one single […]

Mobius Sees Euro Crisis Ending Mid-2012

Templeton Asset Management’s Mark Mobius says the European debt crisis isn’t as bad as many believe, and he expects it to be resolved in mid-2012. “The European crisis isn’t as deep and terrible as people think,” Mobius told the Brazilian newspaper Valor Economico, according to “Nations there are in a process of negotiations and […]

Paulsen: Invest While Afraid

Wells Capital’s Jim Paulsen says that investors can feel free to worry about Europe’s debt crisis, but that it shouldn’t stop them from owning stocks. Paulsen tells Yahoo! Finance’s Breakout that the European fears are overshadowing a “pretty convincing reacceleration story in the U.S. economy.” He thinks that if Europe’s economy flat-lines, it would be […]