While many are predicting that the depth of the economy’s troubles will mean a “slow-burn” or muted recovery, James Grant writes in The Wall Street Journal that he’s expecting something much different. “Not famously a glass half-full kind of fellow, I am about to propose that the recovery will be a bit of a barn […]
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Archive | September, 2009
Target “Disruptive” Stocks, Oberweis Says
September 21, 2009 
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In his latest Forbes column, newsletter guru Jim Oberweis says that investors should own “disrupters” — firms whose new, innovative products are challenging more established companies in their industries. Some of the most well known “disrupters” have been firms like Microsoft, Google, and Amazon, which — despite their current status as corporate giants — began […]
Read moreTop U.K. Manager High on Emerging Markets
September 18, 2009 0 Comments
Robin Geffen, one of the U.K.’s most successful fund managers, says that the balance of power is shifting in the global economy, and that emerging market nations offer opportunities for big investment returns in a post-financial-crisis world. Geffen, fund manager and managing director of Neptune Investment Management, says that in the decade leading up to […]
Read moreO’Shaughnessy: Rationality Making a Comeback
September 18, 2009 0 Comments
Last week, we highlighted James O’Shaughnessy’s take on why investors are making major asset allocation changes at just the wrong time. This week, O’Shaughnessy tells the Financial Post of Canada that he thinks “the market is returning to rationality”, and that over the next ten years equities will be one of the best-performing asset classes. […]
Read moreThe Next Asset Bubble?
September 18, 2009 0 Comments
ISI Group’s Francois Trahan — Institutional Investor magazine’s top-ranked strategist — says we could be headed into a “fun phase” for the markets, but that the economic rescue plans are putting us on track for another asset bubble. At the State of Wisconsin Investment Board’s recent annual reception, Trahan said that the massive capital injections […]
Read moreGARP, PEGS, and Peter Lynch
September 18, 2009 1 Comment
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This week’s issue looks at the Peter Lynch-inspired P/E/Growth Investor strategy, which is up more than 47% this year and more than 81% since its inception more than six years ago. Below is an excerpt from […]
Read moreFisher Says We’re Only 50% Through Rally — at Most
September 17, 2009 2 Comments
Forbes columnist and money manager Kenneth Fisher says that we’re in the midst of a “V”-shaped recovery — one that will run for at least a year, meaning that we’re only halfway through the rally, at most. Fisher tells Yahoo! TechTicker that we are still in a “reverse bubble” — a period of pervasive, overdone […]
Read moreBuffett: Economy Has Leveled Off — and I’m Buying Stocks
September 16, 2009 3 Comments
Warren Buffett has made several public appearances in the past day or two, including this one on CNBC in which he says that the economy has leveled out, but isn’t yet showing improvement. “We have not bounced, but we’ve quit going down. … We are on the mend,” Buffett said, citing what he called dramatic […]
Read moreGuru Strategy Rating Changes: GE, Best Buy on the Move
September 16, 2009 0 Comments
Each week, I take a look at which stocks my 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 that my strategies have upgraded or downgraded today. Among the big-name movers: General Electric and Best Buy.
Read moreNo Signs Market Rally Is Done, Ritholtz Says
September 15, 2009 1 Comment
Barry Ritholtz of Fusion IQ and The Big Picture blog — a longtime bear who presciently turned bullish in March — says the recent rally may only be two-thirds of the way done, and says not to underestimate America’s ability to develop new ways to grow. Ritholtz tells Yahoo! TechTicker that he sees nothing in […]
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