Finding Growth In A Slow-Growth Economy

Growth has been sluggish in the United States for some time now. But in a recent Seeking Alpha column, Validea CEO John Reese says that doesn’t mean there’s no growth to be had for investors. “While the broader economy continues its muddle-through advance, many individual companies are putting up some very impressive growth numbers,” Reese […]

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Gross: Bond Bull Is Ending

PIMCO “bond king” Bill Gross says that the bull market in bonds is ending. Gross tells Bloomberg that, without additional quantitative easing, he thinks treasury bonds will decline in yield as the economy slows, which will push credit spreads higher. He sees a 12-month period ahead where combined treasury, corporate, and high yield bonds “don’t […]

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The Benefits of Self-Doubt

Warren Buffett and Ray Dalio are two of the most well-known, successful investors in the world. And The Wall Street Journal’s Jason Zweig says they have at least one key trait in common: They are open to criticism and self-doubt. “A deliberate, lifelong effort to find people to tell him why he might be wrong […]

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Advisers vs. Machines

Professional and individual investors have long had a hard time beating the broader market. And, says Mark Hulbert, the rise of computer trading programs may be making it harder than ever. Hulbert writes in The Wall Street Journal that it’s been “nearly impossible lately” for investors to consistently beat index funds, and just as difficult […]

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Oberweis: Small-cap Growth Still A Bargain

Newsletter guru Jim Oberweis says that, while small-cap growth stocks have performed well recently, they remain at very attractive valuations. In his latest Forbes column, Oberweis says that small-caps (those with market caps under $1 billion) that are growing both earnings and revenue at a pace of 30% or more are trading at a median […]

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Guru Strategy Ratings: JPM, PCLN on the Move

Each week, we take a look at which stocks John Reese’s Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some of the stocks John’s strategies have upgraded or downgraded today.

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Tepper: Bullish Argument Is “Overwhelming”

Hedge fund guru David Tepper of Appaloosa Management says he sees an “overwhelming” case for stocks right now. “I’m definitely bullish,” Tepper tells CNBC “It’s so overwhelming”. He cites the improving economy and housing market and easing policies by central banks around the world as reasons. He also says that fears about the Federal Reserve […]

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Sonders On The Economy-Market Relationship

While many investors have avoided stocks in recent years because of economic concerns, Charles Schwab Chief Investment Strategist Liz Ann Sonders says history shows that to be a bad idea. “The connection between the stock market and the economy seems obvious,” Sonders writes in commentary on Schwab’s site. “If the latter is performing well, the […]

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Cooperman: No Shortage of Bargains

Hedge fund guru Leon Cooperman says he thinks the market has gotten a little ahead of fundamentals, but by and large he thinks the bull market has more room to run. Cooperman tells CNBC that he thinks two things could lead to a bear market: recession, or a reversal of Federal Reserve policies, neither of […]

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Fisher: Buy Growth — And Value

Top strategist Kenneth Fisher says that when it comes to growth or value, investors should choose both. “Many investors struggle with this because they feel compelled to pigeonhole themselves into one style,” Fisher writes in his Forbes column. “They often pick a strategy simply because it feels right in their gut. Value often smells better […]

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Siegel on Dow 16,000, Bond Bubble

Wharton professor and author Jeremy Siegel thinks the Dow Jones Industrial Average will pass the 16,000 mark by the end of the year, on the back of earnings growth and multiple expansion. Siegel tells Bloomberg he thinks investors will start becoming impatient with ultra-low bond yields and near-zero money market interest rates, pushing them to […]

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Guru Strategy Ratings: DTV, YHOO on the Move

Each week, we take a look at which stocks John Reese’s Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some of the stocks John’s strategies have upgraded or downgraded today.

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Buffett: Opportunities Still Out There

Warren Buffett says that while stocks aren’t as attractive as they were a few years back, he’s still finding opportunities. “They’re rich in some cases,” Buffett tells FOX Business Network of valuations, “but overall we find things to buy. … The stock market was far more attractive obviously three or four years ago.” Buffett also […]

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