Commodities guru Jim Rogers says that Europe should let Greece default on its debt, and that the U.S. Federal Reserve needs to stop printing money, or else risk creating another serious financial crisis. Rogers tells Bloomberg that history shows the longer one delays dealing with a debt crisis, the more trouble it creates. He opposes […]
Read more
Archive | June, 2011
The Danger of The Greece/Lehman Comparisons
June 30, 2011 
0 Comments
While many are worrying that a Greece debt default will rock the stock market and financial world the way the Lehman Brothers collapse did in 2008, Mark Hulbert says there are several examples of sovereign debt crises that didn’t lead to long-term market woes or deep global crises. “Prior to Greece’s recent difficulties, there have […]
Read moreNygren, Herro Get Contrarian
June 29, 2011 0 Comments
While the rest of the investment world seems to be shunning Japanese stocks and large-cap stocks, two top fund managers — Oakmark’s David Herro and Bill Nygren — say that’s where they are finding value. “We’re fully confident that our Japanese stocks will become a positive at some point for the fund — who knows […]
Read moreArnott: Look to Alternative Investments to Battle Inflation
June 29, 2011 0 Comments
Saying that a “3-D Hurricane” — debt, deficits, and demographics — is lingering on the horizon for the U.S., Rob Arnott is taking several steps to prepare his portfolio for an inflationary climate. Arnott tells MarketWatch.com that the U.S. budget deficit is worse than many think, if you include entitlement program costs like Medicare, Medicaid, […]
Read moreGuru Strategy Rating Changes: Nike Rising, Microsoft Falling
June 29, 2011 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.
Read moreSiegel: Market Still Cheap — Very Cheap
June 29, 2011 0 Comments
Wharton Professor and author Jeremy Siegel says stocks are more attractively priced than they’ve ever been during ultra-low interest rate periods, and says investors looking for yield should turn to high-dividend-paying stocks. Price-to-earnings ratios around the world are reasonable and the quality of earnings is extraordinarily high, Siegel said at a Canadian Imperial Bank of […]
Read moreAkre: Focus on Pricing Power
June 29, 2011 0 Comments
Top value fund manager Chuck Akre says that amid an uncertain economic environment and with inflation looming as a possible issue, companies with pricing power are attractive investments. “At the end of the day it turned out that the best investments to own in the ’70s [when inflation at times raged] were businesses that have […]
Read moreThe Zweig Approach: Growth Investing, With a Conservative Streak
June 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 Martin Zweig-inspired strategy, which has averaged 9.5% annualized returns since its inception nearly eight years ago, over a period in which the S&P 500 has returned 3.0% per year. Below […]
Read moreFisher: Stocks Less Risky Than Bonds Over Long Haul
June 24, 2011 0 Comments
Ken Fisher says that, over the long term, stocks are a safer bet than bonds — if you have a time horizon of three years or longer. “If we think of next month, the likelihood is stocks are riskier than bonds are. If we think of 10 years, stocks are almost always less risky than […]
Read moreBolton Remains Confident in China
June 24, 2011 0 Comments
While his China-focused fund has struggled in its first year, top U.K. fund manager Anthony Bolton says he’s sticking to his general approach — with some modifications — and continues to think Chinese stocks are packed with potential. “I am pretty confident in the general approach,” Bolton tells The Telegraph. “I said before the fund […]
Read more
