Ritholtz’s Investing Handbook

In his latest Washington Post column, top strategist Barry Ritholtz lays out some of the most important “rules of investing” that he has learned over the years. Among the key tenets Ritholtz lays out: Cut your losers short and let your winners run: Ritholtz calls this “perhaps the best investing advice ever”. He says letting […]

More Gurus, More Profits

In his latest article for Nasdaq.com, Validea CEO John Reese looks at the benefits of investing in stocks that get high marks from more than one of his guru-inspired strategies. “What’s better than one investment guru?” asks Reese. “Two investment gurus, of course. That’s what I’ve found over the years using my Guru Strategies, each of […]

Gross: Follow the Fed and ECB

Bill Gross says PIMCO’s strategy is pretty simple: Buy what the Federal Reserve and other central banks are buying. “We continue to anticipate what the Fed is buying,” Gross recently told CNBC. “They’ve told us they will buy $40 billion to $70 billion of agency mortgages every month until the cows come home. It pays […]

Is the Bond Bull Over? Maybe Not

Has the bond market reached a peak? Not if history is any guide, says MarketWatch’s Mark Hulbert. Hulbert recently looked at the average bond market exposure for bond market timers he tracks at Hulbert Financial Digest. He found that those with the best track records on average have an 89% exposure to the bond market; […]

Mobius High on Coal

Templeton Emerging Markets Group’s Mark Mobius says he’s bullish on Chinese coal companies. “These companies are not only mining but also producing power and the demand for power is insatiable in China and everywhere else in the world,” Mobius tells Bloomberg. His funds currently hold shares of coal companies Shenhua, Yanzhou Coal Mining Co., and […]

The Schloss Approach: Patience and Simplicity

Though he didn’t get as much attention as some of his fellow Benjamin Graham disciples, Walter Schloss produced an impeccable investing track record. And, he did it with a simple, patient approach, writes Norman Rothery in Canada’s Globe and Mail.  From 1955 to 2002, Schloss’s investment partnership averaged annual returns of 16% — “and that […]

Fisher: Bull Only Halfway Done

While some are questioning whether the bull market is nearing its end, top strategist Kenneth Fisher says the bull is only halfway done. “People are optimistic about their own lives, but they’re skeptical about everything else,” Fisher tells CNBC. “Therefore, we’re going to move from that skepticism, eventually, to some form of optimism, or lack of […]

Buffett’s Berkshire Exercises Warrants

Warren Buffett’s firm is buying, thought its target isn’t much of a surprise. Buffett’s Berkshire Hathaway has exercised the warrants it obtained back in May on Media General Inc. shares, according to Bloomberg. Berkshire is acquiring 4.65 million shares of Media General’s common stock for 1 cent a share, and now owns about 17% of Media […]

Bogle: China “Sinking”, U.S. Best Developed Market

Vanguard founder Jack Bogle says the U.S. is faring better than the rest of the world, and that China’s economy is “sinking quite a bit” right now. “The fact of the matter is our economy, U.S. GDP, is the best performer in the developed world by a good margin and the rest of the world […]

Paulsen: Rally Has Legs

Wells Capital’s Jim Paulsen thinks the stock market’s recent climb has more to do with improving fundamentals than Federal Reserve policies — which means the rally could have some powerful legs. “I think it’s going to be a multiyear recovery,” Paulsen told MarketWatch’s Howard Gold. “I think the great bulk of this move has been […]

Top Forecasting Model Offers Bad News

Wondering how the stock market will do over the next 10 years? MarketWatch’s Mark Hulbert says one pretty reliable forecasting model has a disappointing answer. Hulbert says that the model — a variant of the “dividend yield model” — is indicating stocks will return just 5.6% annualized over the next decade, and that’s before inflation. […]

Gabelli Talks Stocks, Election, Economy

Top value investor Mario Gabelli is finding value in the market, but he’s concerned about the “three Fs”: food, fuel, and the fiscal cliff. In a Bloomberg interview, Gabelli talks about broader strategy and some individual companies he’s high on. He also says that one bright spot right now is that whoever wins the Presidential […]

Tilson: China Is “Completely Uninvestable”

While Chinese stocks have fallen in recent months, top value investor Whitney Tilson isn’t seeing value in the Asian giant. In fact, he says China is “uninvestable”. In an email to ValueWalk.com, Tilson explains how his father appears to have been scammed after recently buying a product from a Chinese website, “yet another case study […]

Sonders: Stocks Attractive, But Short Term Could Be Bumpy

Charles Schwab’s Liz Ann Sonders says that while the short-term ride may well be difficult, equities continue to look attractive for long-term investors. “The U.S. election season will continue to be contentious; while in Europe, a plan to buy distressed sovereign has been structured, but actual implementation, based on history, is likely to be anything […]

Shiller: Not Clear if Housing Has Bottomed

Yale economist and housing guru Robert Shiller isn’t ready to say the housing market has bottomed. “There are a lot of positive indicators, but I think people tend to overreact to these,” Shiller tells CNBC. “And if you look at the trend, which has been down since 2006, it’s a pretty strong trend that we […]

The Buffett Approach: More Than Just Value

Though known as perhaps the greatest value investor of all-time, Warren Buffett’s approach involves much more than just looking at value, Validea CEO John Reese writes in his latest Forbes column. “To label Buffett a ‘value investor’ is probably an oversimplification,” writes Reese. He cites a recent study from AQR Capital Management’s Andrea Frazzini, David […]

Siegel: “Sell in May” Crowd Should Give Stocks a Boost

Author and Wharton Professor Jeremy Siegel thinks the stock market could get a nice boost next month as investors who followed the old “Sell in May and go away” adage return to the market. “When you take a look equity positions of a lot of money managers, they’re still underinvested in stocks,” Siegel tells CNBC. […]

Top Bond Manager Looking to Stocks

Bond guru Jeffrey Gundlach says he doesn’t see another “Lost Decade” for stocks, and his bond-focused firm may even be adding some stock funds to its offerings. “Equities may be challenged in the near term,” Gundlach said at the Bloomberg Markets 50 Summit. “But I doubt you’re going to have this lost decade or lost […]

Gloomy Faber Gets Bullish on China, Europe

The often gloomy Marc Faber of the Gloom Boom & Doom Report is bullish on European and Chinese stocks, and says that with an era of volatility on the way, stock-picking strategies could be a good way to beat the market. “I think China stocks are quite a good buy,” Faber said at a recent […]

Doll: Stocks Can Push Higher — If Policymakers Don’t Drop Ball

Blackrock’s Bob Doll says he sees more upside for stocks, but thinks volatility will be high for the rest of the year. “We still believe there is further upside potential for stocks and other risk assets, but given all of the uncertainty, we expect the rest of the year will see some heightened levels of […]

Reese: There’s Value in Luxury

In his latest article for MSN’s Top Stocks blog, Validea CEO John Reese says that despite Burberry’s recent profit warning, the luxury goods industry is offering a good deal of value. “When the financial crisis and Great Recession rocked the U.S. and global economies back in 2008, it was supposed to be the death knell […]

Mobius Likes Eastern Europe, Africa, and Other Regions

Emerging markets guru Mark Mobius says he is finding global valuations “rather cheap”, and says he is finding a number of attractively priced stocks in Europe, Southeast Asia, China, and Africa. “Looking at companies around the world generally, we are finding that valuations look rather cheap right now,” Mobius says in an interview posted on […]