Templeton Asset Management’s Mark Mobius says the continuing use and growth of derivatives in financial markets is going to lead to another financial crisis. “There is definitely going to be another financial crisis around the corner because we haven’t solved any of the things that caused the previous crisis,” Mobius says, according to Bloomberg. “Are […]
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Archive | May, 2011
Herro on Strategy, and Why He Likes Japan
May 31, 2011 
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Top fund manager David Herro says discipline and longer-term thinking are keys to successful investing. “You have to be grounded, first of all,” Herro tells WealthTrack’s Consuelo Mack. “You have to have a very sound investment philosophy from which to operate from. And number two, and perhaps most importantly, is you have to apply discipline. […]
Read moreThe Piotroski Method: An Overlooked Guru Turns Up Overlooked Gems
May 27, 2011 0 Comments
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Joseph Piotroski-inspired strategy, which has averaged 8.2% annualized returns since its inception more than seven years ago, over a period in which the S&P 500 has returned 2.0% per year. […]
Read moreKeep It Simple with Global Blue Chips
May 27, 2011 1 Comment
While many investors dabble in commodities and currencies, Joe Rosenberg, chief investment strategist of the Loews conglomerate, says to focus on large-cap U.S. multi-national stocks. Rosenberg tells Fortune that he looks for companies that are financially sound, showing rising profits, and selling inexpensively relative to profits and free cash flow. Among the specific criteria he […]
Read moreGreat and Expensive or Good and Cheap?
May 27, 2011 0 Comments
While stocks with great growth stories often attract investors’ attention, Jim Oberweis says companies that aren’t quite as attractive but have better stock valuations can be a better investment. “As much as I love businesses with seemingly bulletproof growth stories, it is the combination of business quality, growth opportunities and stock price that really matters […]
Read moreGross On The Deficit, and Big Blue Chips
May 27, 2011 0 Comments
PIMCO’s Bill Gross says he doesn’t think the U.S. will seriously tackle its deficit issues until the 2012 presidential election, and says blue-chip U.S. stocks are a “much more attractive” alternative to Treasuries based on their current yields. “It’s obvious that both Democrats and Republicans want to address the problems with spending and, yes, want […]
Read moreGabelli Looks for the Unloved
May 27, 2011 0 Comments
Value investor Mario Gabelli says he likes to buy shares of companies that are “ignored and unloved”, and those that are potential buyout targets. Gabelli also tells Bloomberg that he focuses on stocks that benefit from aging demographics, whether it be aging people or aging facilities and infrastructure.
Read moreFive Magic Formula Stocks for the Year Ahead
May 26, 2011 0 Comments
In his latest article for Forbes.com, Validea CEO John Reese examines his Joel Greenblatt-inspired approach, which has beaten the market by about 10 percentage points per year over the past five-and-a-half years. “Greenblatt’s two-step approach is simple, but that doesn’t mean it’s easy to use,” Reese writes. “That’s because, like Warren Buffett, Greenblatt realized that […]
Read moreMuhlenkamp Likes Big Global Growth Plays
May 26, 2011 0 Comments
Top value investor Ron Muhlenkamp says big international growth stocks like Intel look attractive right now. “It is fascinating that Intel sells for just 10 times earnings,” Muhlenkamp tells Money Magazine. “Intel dominates the chip market, and its balance sheet is rock-solid. And it has a 3.3% dividend yield — that is irresistible.” Muhlenkamp also […]
Read moreBiggs Bullish, Despite Slowing Economy
May 25, 2011 0 Comments
Hedge fund guru Barton Biggs says the economy has slowed, but he remains bullish on U.S. stocks. “The U.S. and the global economy have clearly slowed pretty significantly,” Biggs tells Bloomberg Surveillance. “That’s arousing the bears, who believe we’re going to slip back into a long soft patch at best or maybe even a double-dip […]
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