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 […]
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Ned Davis’ Keys To Good Investing
April 18, 2013 
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Ned Davis Research provides some of the most interesting data and analysis you’ll find in the stock market, and in a recent interview with The Big Picture’s Barry Ritholtz, Ned Davis talked about some of the keys to his approach. Davis, who examines an array of technical factors, says that the biggest key to making […]
Read moreHerro Buying On Fear
April 16, 2013 1 Comment
Oakmark’s David Herro has been one of the most successful fund managers in the world over the past two decades by keying on unloved stocks, and he is continuing to focus his efforts on fear-filled areas of the market. “If there’s no fear, you’re not going to get a bargain, because then the company’s good […]
Read moreThe Perils of Frequent Trading
March 25, 2013 1 Comment
In a recent column discussing a proposal to reward shareholders who invest in stocks for longer periods of time, The Wall Street Journal’s Jason Zweig highlights some interesting data on how trading frequency can impact returns of both businesses and investors. “Patience is a rare virtue in today’s high-speed markets. The average diversified U.S. stock […]
Read moreWinters Says Long Bonds “Going To Get Crushed”
March 13, 2013 0 Comments
Top fund manager David Winters says the bond party is over, and investors should key on stocks going forward. Winters tells Bloomberg that low-coupon debt is “going to get crushed”. He says that if investors do own bonds they should be short duration. Equities, meanwhile, essentially have the ability to raise their coupon, Winters says, […]
Read moreShould You Join The Bull Run?
March 11, 2013 0 Comments
Dalbar, Inc. has been tracking the performance of individual investors for years, and the group’s president says that, with the stock market climbing higher and higher, investors who want to jump aboard the bull train should be cautious. “I’d say, if you can reliably predict where the market’s going, then jump in feet first — […]
Read moreHow Short-Term Thinking Can Short-Circuit Your Portfolio
February 25, 2013 0 Comments
Many investors think they are being diligent when they continually check in on how their stocks are doing, but Validea CEO John Reese says they may actually be hurting themselves over the long term. “The urge to beat the market every day is hard to keep in check … particularly in today’s world,” Reese writes […]
Read moreValue Investing Success Hinges On Discipline
February 21, 2013 0 Comments
Value stocks have been faring quite well recently. But in his “Intelligent Investor” column for The Wall Street Journal, Jason Zweig says that the key to value investing is how you respond when times get tough. Zweig talks with value investing legend Jean-Marie Eveillard, who says that “most people aren’t cut out for value investing […]
Read moreSonders on “Rational Exuberance”
February 8, 2013 1 Comment
Retail investors have, at long last, been coming back to stocks in the first month or so of 2013, and Charles Schwab Chief Investment Strategist Liz Ann Sonders says it’s a rational move for them. In her latest market commentary, Sonders looks at how negative sentiment and mutual fund flows have gone over the past […]
Read moreHow To Keep Emotion At Bay
January 30, 2013 0 Comments
Through the wonders of modern technology, it is simpler than ever to employ a systematic, proven approach to investing. But, as Chuck Jaffe notes in a recent MarketWatch column, investors need to be careful to keep emotion at bay when using systematic approaches. “All too often, investors believe they have found that prized vessel to […]
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