Herro Talks EMs, Interest Rates, and What Worries Him

Top fund manager David Herro thinks emerging-market stocks remain overpriced, but he thinks there is a way for investors to benefit from emerging market growth.

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Guru Strategy Ratings: A Bite Of Apple For Buffett?

Each week, we take a look at which stocks John P. 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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Do IPOs Signal Trouble? Hardly, Says Fisher

Some have been wondering whether the amount of initial public offerings recently is a sign of euphoric sentiment in the market. But Kenneth Fisher says it’s not the number of IPOs that matters, but the type.

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Buffett, Berkshire Dumping Retailer’s Shares

After saying that he made a “huge mistake” by investing in the firm, Warren Buffett is now decreasing Berkshire Hathaway’s stake in grocery giant Tesco.

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Top Bond Manager Sees Rates Going Lower … and Lower

Hoisington Investment Management has been successfully betting on Treasury bonds since the late 1990s, helping put its Wasatch-Hoisington US Treasury fund in the top 1% of funds in its class over the past decade as interest rates have tumbled, according to Morningstar. And it doesn’t see interest rates rising anytime soon.
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Guru Strategy Ratings: JNJ, MSO, TZOO All on the Move

Each week, we take a look at which stocks John P. 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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The Case For Small Caps

In his latest column for Seeking Alpha, Validea CEO John Reese lays out his case for not ditching small caps despite their weak recent performance.

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