Index Fund Bubble on the Horizon

Index funds have been “bumping up” the prices of all stocks in the major indexes as managers put “record amounts of shareholder money to work,” says an article in last week’s Institutional Investor. This has created a bubble that could spell trouble for passive investors but present opportunities for active ones. John Rogers, CEO of $2 […]

Veteran Fund Managers Part II

In yesterday’s blog post, we shared some insights from tenured money managers regarding the patience necessary for investment success. An article in last weeks’ InvestmentNews offered more feedback from this group of sage investors, which included; Ariel Fund’s John Rogers, Robert Bacarella of the Monetta fund, Mario Gabelli of Gabelli Asset Management Company and John […]

Stocks for the Sporting Investor

Top fund manager John W. Rogers Jr. says there’s money in sports — and the stocks of sports-related companies. “Sports is in the sweet spot of transformative technology and media that have made these pastimes even more ­ubiquitous and entertaining,” Rogers writes in his latest Forbes column. “And more lucrative.” Rogers says high-definition television is […]

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 […]

Rogers Talks Moats

In his latest column for Forbes, top fund manager John Rogers looks at the notion of economic “moats”, and how investors can profit from companies that have them. Rogers looks the wisdom of two great value investors — Warren Buffett and Charles Munger of Berkshire Hathaway — as it pertains to moats. Buffett, he says, […]

Rogers: “Mountain” of Corporate Cash to Help Market

In his latest Forbes column, John W. Rogers Jr. says that while pessimism remains in the market, he’s generally upbeat. “I am optimistic about the economy and the stock market in 2011 — although my expectations are more tempered than before,” Rogers writes. “The management teams I talk to every day have real conviction that […]

Herro, Rogers Offer Picks

As part of a recent charity event, top strategists John Rogers and David Herro talked about where they are currently finding value in the market. Rogers, who heads Ariel Investments, “focused on long-term value investing in ‘out of favor’ media stocks” at the Chicago event, Crain’s Chicago Business reported. Rogers recommended that attendees take a […]

Rogers on How to Profit from the Takeover Takeoff

Ariel Investments’ John W. Rogers Jr. says Corporate America’s appetite for takeover deals is creating big opportunities for investors. Rogers, whose Ariel Fund is in the top 10% of funds in its class over the past year and the top 12% over the past ten years, writes in his latest Forbes article that “small investors […]

Rogers on Where to Find Contrarian Plays

In the latest edition of Forbes.com’s “Intelligent Investing”, Ariel Investments CEO John Rogers Jr. discusses his investment strategy, and explains why he’s high on several media companies and other out-of-favor firms right now. “We love low P/Es,” says Rogers, whose flagship Ariel Fund has returned close to 7% per year over the past decade while […]

Rogers: Stocks in Margin of Safety Territory

John Rogers, CEO of Chicago-based Ariel Capital Management and long time Forbes magazine columnist, says that stocks have a margin of safety versus bonds at the current time. In his latest column, Rogers provides past historical examples, both in 1974 and 1987, where the earnings yield on equities (i.e. the inverse of the P/E ratio […]