Doubleline’s Baha: Don’t Think Short Duration Bonds Are A Rate-Hike Panacea

Conventional wisdom seems to be that the best way to deal with looming interest rate hikes is by buying only short duration bonds, or dumping bonds altogether. But in a recent Forbes column, DoubleLine’s Bonnie Baha takes aim at those notions.

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El-Erian: “Classic Overshoot” In EMs Will Hurt Now, Create Opportunities Later

Mohamed El-Erian says we are seeing a “classic overshoot” to the downside in emerging markets right now, which should lead to more pain in the near term but opportunity over the longer term.

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Oberweis: With Biotech Pricey, Try Other Healthcare Options

Many biotech stocks have had exceptional runs over the past few years. But newsletter guru Jim Oberweis says that has led to some exorbitant valuations, and he says there are other ways to now play the healthcare sector.

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Why PCP — And Other Industrials — Are Buffett’s Kind Of Stocks

Warren Buffett made headlines recently with Berkshire Hathaway’s acquisition of Precision Castparts. And in his latest Forbes.com column, Validea CEO John Reese talks about why the firm is a “Buffett-esque” company.

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Should You Use Dividend Yield As A Value Metric?

Is dividend yield an effective value metric? Not in the US, says Patrick O’Shaughnessy.

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Industry Rankings: Here’s Where The Growth Is

Every day, Validea uses John Reese’s Guru Strategy investing models to rank dozens of industries using a myriad of financial and fundamental data. The rankings include a value index, a growth index, and an overall index that takes both growth and value factors into account. Here’s a look at some of the current top-rated industries using the growth index.

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Got Rate Hike Fever? Relax, Says Yardeni

Will the Federal Reserve raised interest rates in September? That’s a question that many investors have been fixating on. But top strategist Ed Yardeni says that a rate hike really isn’t that big of a deal.

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