Bond guru Bill Gross of PIMCO is finding value in at least one area of the stock market: utilities. In his monthly investment commentary on PIMCO’s web site, Gross talks extensively about the sub-1% money market yields that investors are faced with amid the Federal Reserve’s low- ... Read more

Noted contrarian investor and author David Dreman says a correction is coming for the stock market — but he says investors are best off just holding their ground and riding through it. In an interview with Fox Business, Dreman says it’s too hard to tell exactly when the correcti ... Read more

Hedge fund guru John Paulson is making a big move into gold, launching a new fund that focuses on shares of gold miners and other gold-related shares and gold derivatives , The Wall Street Journal reports. Paulson’s hedge fund is already a “major holder” of gold shares, i ... Read more

While one of the world’s best investors, John Paulson, is making a big bet on gold, another — Warren Buffett — is looking elsewhere. David Pett of Canada’s Financial Post notes that Berkshire Hathaway’s latest holdings disclosure “indicates that the world’s ... Read more

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: Eaton Corp. and Barnes & N ... Read more

Banking analyst Meredith Whitney rattled the markets yesterday when she told CNBC that the U.S. is likely to fall back into recession next year , and said stocks are overvalued. “I haven’t been this bearish in a year,” said Whitney. “I look at the board and every single ... Read more

While stocks are up some 60% from their March lows, author and Wharton Professor Jeremy Siegel says the rally is “far from exhausted”. In his column on Yahoo! Finance, Siegel says that stocks may appear to be overvalued using 2009 projected earnings per share. According to those ... Read more

Marc Faber of the Gloom, Boom & Doom Report still sees opportunities in stocks after the big rally, and says stocks can help protect against the high inflation he’s expecting down the line. Faber, who counts the 1987 crash and the recent March low among his prescient market calls, tells ... Read more

In his latest Wall Street Journal column , Jason Zweig discusses one of the behavioral pitfalls that can drag down many investors’ portfolios: confirmation bias. What is confirmation bias? “In short,” Zweig explains, “your own mind acts like a compulsive yes-man who ... Read more

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 James O’Shaughnessy-inspired strategy, which has produced annualized returns of more than 6.7% since its inception more than six yea ... Read more