The Guru Investor

Finding Growth In A Slow-Growth Economy Growth has been sluggish in the United States for some time now. But in a...
Gross: Bond Bull Is Ending PIMCO “bond king” Bill Gross says that the bull market in bonds is...
The Benefits of Self-Doubt Warren Buffett and Ray Dalio are two of the most well-known, successful...

Finding Growth In A Slow-Growth Economy

May 17, 2013 by The Guru Investor 0 Comments

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 […]

Economy, Gurus

John Reese, Validea

Gross: Bond Bull Is Ending

May 16, 2013 by The Guru Investor 0 Comments

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 […]

Economy, Gurus

Bill Gross

The Benefits of Self-Doubt

May 16, 2013 by The Guru Investor 0 Comments

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 […]

Behavioral Finance, Gurus

Jason Zweig, Ray Dalio, Warren Buffett

Advisers vs. Machines

May 16, 2013 by The Guru Investor 0 Comments

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 […]

Market Timing

Brad Barber, Daniel Kahneman, Mark Hulbert

Oberweis: Small-cap Growth Still A Bargain

May 15, 2013 by The Guru Investor 0 Comments

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 […]

Gurus, Sector Data

Jim Oberweis

Guru Strategy Ratings: JPM, PCLN on the Move

May 14, 2013 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.

Gurus

John Reese, Validea

Tepper: Bullish Argument Is “Overwhelming”

May 14, 2013 by The Guru Investor 0 Comments

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 […]

asset allocation, Economy, Gurus

David Tepper

Sonders On The Economy-Market Relationship

May 10, 2013 by The Guru Investor 1 Comment

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 […]

Economy, Gurus, Historical Lessons

Liz Ann Sonders

Cooperman: No Shortage of Bargains

May 10, 2013 by The Guru Investor 0 Comments

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 […]

asset allocation, Gurus, Market Valuation

Leon Cooperman

Fisher: Buy Growth — And Value

May 10, 2013 by The Guru Investor 0 Comments

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 […]

Gurus

Kenneth Fisher

Siegel on Dow 16,000, Bond Bubble

May 10, 2013 by The Guru Investor 1 Comment

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 […]

Economy, Gurus, Market Valuation

Jeremy Siegel

Guru Strategy Ratings: DTV, YHOO on the Move

May 8, 2013 by The Guru Investor 0 Comments

Gurus

John Reese, Validea

Buffett: Opportunities Still Out There

May 7, 2013 by The Guru Investor 0 Comments

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 […]

Economy, Gurus, Market Valuation

Warren Buffett

Older Entries