Advice from the Best — In 10 Words or Less

January 27, 2012 by The Guru Investor 0 Comments

Could you distill your investment philosophy into 10 words or less? In his latest post for The Wall Street Journal’s Total Return blog, Jason Zweig poses that question to some of the world’s most successful investors. Zweig says that when someone recently asked him the question, he “laughed and said, ‘Of course not!’ But right afterward, [...]

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Behavioral Finance, Gurus
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Dreman Likes U.S. & Canadian Markets

January 27, 2012 by The Guru Investor 0 Comments

Contrarian guru David Dreman says he’s finding the biggest investing opportunities right now in North American stocks. Dreman tells Canada’s Globe and Mail that over the long term — the past 25 years — the S&P 500 has basically been in a dead heat with more glamorous foreign markets. And, he adds, “There isn’t a [...]

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Behavioral Finance, Gurus

Wien Sees Oil Prices Falling, S&P Rising in 2012

January 27, 2012 by The Guru Investor 0 Comments

Blackstone’s Byron Wien has released his annual list of “surprises” for the coming year, and among the predictions are a decline in oil prices to the $85 range, the housing market hitting bottom, and the S&P 500 hitting 1,400. He tells Yahoo! Finance’s Daily Ticker that the oil prediction is based on a few factors, [...]

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Economy, Gurus
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Mobius Sees Soft Landing For China, Increasing Role For Renminbi

January 26, 2012 by The Guru Investor 0 Comments

Emerging markets guru Mark Mobius says he sees a soft landing for China, and thinks it is “very possible” that the country’s renminbi will become one of the world’s reserve currencies by 2020. “The high-growth economies of China and other emerging Asian and Latin American countries lost some momentum as 2011 wore on, but to [...]

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Economy, Gurus
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Sonders Says Bottom “Largely In” for Housing

January 25, 2012 by The Guru Investor 0 Comments

Charles Schwab’s Liz Ann Sonders has made some very prescient calls on the economy and housing in recent years, and now she says that the much-maligned housing market may have finally hit bottom. “It’s time for a fresh look at housing. My conviction level does not match that in 2006, but I do think the [...]

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Economy, Gurus, Sector Data
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Guru Strategy Rating Changes: Apple Rising, J&J Falling

January 25, 2012 by The Guru Investor 0 Comments

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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Gurus
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Top Forecaster: Market Fundamentals Best in 20 Years

January 24, 2012 by The Guru Investor 3 Comments

Top forecaster Norman Fosback says “the market’s fundamental position has evolved to the most favorable alignment in 20 years,” and sees big gains for stocks over the next year and the next five years. Fosback, who served as head of the Institute for Econometric Research for three decades, has a “long and eminent a record”, [...]

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Gurus, Historical Lessons, Market Valuation
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Shiller Sees Signs of Hope

January 24, 2012 by The Guru Investor 0 Comments

Yale Economist Robert Shiller says a number of factors are keeping unemployment high, which, in turn, is keeping the economic recovery tepid. But, he seems optimistic about the U.S.’s longer-term prospects. “The question is: What have we lost?” Shiller asks in an interview with IndexUniverse. “We’ve lost some kind of mass-production industrial capability. But I’m [...]

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Economy, Gurus

Report: Stocks Cheapest Since 1990

January 23, 2012 by The Guru Investor 0 Comments

Stocks are cheaper than they’ve been in more than two decades, according to a new report from Bespoke Investment Group.  According to CNBC.com, Bespoke says in its 2012 outlook report that it expects stocks to rise 11%, and perhaps more, in 2012 as investors realize how attractive valuations are. “The S&P 500 is currently trading [...]

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Gurus, Historical Lessons, Market Valuation
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Biggs Bullish, But Cautious

January 23, 2012 by The Guru Investor 0 Comments

Hedge fund guru Barton Biggs says he’s bullish on stocks, “assuming that the world holds together”. Biggs says he’s still very nervous about the lack of progress regarding Europe’s debt crisis, and says the demise of the Euro would cause an economic “Apocalypse”. He adds that he’s “running a moderate net long of about 65%” [...]

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Economy, Gurus

Paulsen: Turn to Unloved Sectors in 2012

January 20, 2012 by The Guru Investor 0 Comments

Wells Capital’s Jim Paulsen thinks the European debt crisis will fade into a “chronic problem” rather than a crisis in 2012, which will help the economy and stocks perform better than expected. And that has him wary of “safe” stocks like consumer staples, utilities and dividend-paying large caps. “Not that they’re going to get killed, [...]

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Behavioral Finance, Gurus

The Two-Headed Guru Portfolio

January 20, 2012 by The Guru Investor 0 Comments

What stocks would two of history’s greatest investors — Warren Buffett and Peter Lynch — buy today if they teamed up to build a portfolio? In a “Number Cruncher” column for Canada’s Globe and Mail, John Heinzl attempts to answer that question by using Validea Canada’s Buffett- and Lynch-inspired stock screeners. “Warren Buffett and Peter [...]

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Gurus
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Doll Sees Double-Digit Returns in 2012

January 20, 2012 by The Guru Investor 0 Comments

Blackrock’s Bob Doll says there is more to the market’s strong recent performance than the “January Effect,” and says stocks are poised to gain ground in 2012 even if the economy doesn’t post strong growth. “In part, we believe the upward moves of the last two weeks can be attributed to the fact that many [...]

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Economy, Gurus, Market Valuation
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