Value Added Archive
Should You Invest in Akre Focus?
Chuck Akre has a long and superb record managing money. Can he keep it up at his new fund?
An Economist's Prediction of Widespread "Financial Repression"
Savers and bond investors will suffer in the coming years as governments keep interest rates artificially low, says Carmen Reinhart, co-author of a well-received book called This Time is Different. Stocks will stay volatile but do better than bonds.
American Funds Bounce Back (Sort of)
The number two fund family, behind Vanguard, boasts some superb funds. But others haven't done so well in recent years.
Convertible Bonds Offer a Smooth Ride
They have produced better gains than stocks with less risk. For most people, the best way to ride converts is with Vanguard’s terrific fund.
The 5 Best Load Funds for 2012
Great, low-cost funds to ask for if you use a financial adviser. You may also find some of these gems in your 401(k) plan.
Goldberg's Picks: The 6 Best Exchange-Traded Funds for 2012
Funds that hold mega-cap, high-quality stocks are poised to do well. But don't give up on emerging markets.
Goldberg's Picks: The 4 Best Bond Funds for 2012
For the New Year, look to intermediate-term bond funds for the greatest growth potential and the least risk of loss in case rates spike.
Goldberg's Picks: The 5 Best Stock Funds for 2012
With the euro zone seemingly set on a disastrous course, next year could be a mess. Here are funds that I think could still do well -- and how to allocate your stock money among them.
This Bear Is Buying (Certain) Stocks
Jeremy Grantham sees deep-seated and long-lasting problems in the developed world. But he likes foreign stocks and high-quality U.S. stocks.
5 Formerly Top-Performing Mutual Funds to Sell in This Market
The "new normal" will not be kind to these funds and others like them. Look at your funds for these danger signals.
5 Great Dividend-Paying Stocks to Buy -- Even Now
These bulletproof blue chips are selling at dirt-cheap prices. Buy them, or buy the Vanguard fund that owns them.
T. Rowe Price Health Sciences Can Help Keep Your Investments Healthy
This health care fund has delivered top-notch returns -- without excess volatility. And the sector is dirt-cheap.
The Euro Zone Crisis Is Our Crisis, Thanks to Wall Street Banks
The same types of derivatives that caused the Great Recession could sink our financial system again.
Finally, a Variable Annuity Worth Considering
Vanguard has a new guaranteed-income rider for its low-cost variable annuity that can make sense for some risk-averse investors.
Jean-Marie Eveillard's Market Outlook: Lousy for Bonds, Maybe Better for Stocks
This value investor built a strong record with First Eagle funds. Here are his views on the state of the economy.
Is It Time to Sell the Fairholme Fund?
Bruce Berkowitz is a brilliant stock picker. But his big bet on financials makes his fund a risky investment, as its poor 2011 results show.
5 Reasons to Buy Emerging Markets Stocks
The world's cheapest stocks are located in its fastest-growing economies.
5 Reasons to Buy Gold Stocks
You don’t have to be a gold bug to find gold-mining stocks attractive.
Goldberg's Picks: 5 Best Low-Risk Stock Funds
These five funds will help you steady your portfolio through rocky markets.
Goldberg's Picks for Low-Risk Stock Funds: First Eagle Global
The last of Steve's five favorite low-risk stock funds: This fund scours the globe for bargains with a patient, contrarian approach.
Goldberg's Picks for Low-Risk Stock Funds: FPA Crescent
The fourth of Steve’s five favorite low-risk stock funds: This fund has produced top-notch returns with even lower risk than the other picks.
Goldberg's Picks for Low-Risk Stock Funds: Forester Value
The third of Steve’s five favorite low-risk stock funds: This hidden gem hates to lose money.
Goldberg's Picks for Low-Risk Stock Funds: Not Your Father's Balanced Fund
The second of Steve’s five favorite low-risk stock funds: T. Rowe Price Capital Appreciation makes good money in bull markets.
Goldberg's Picks for Low-Risk Stock Funds: Sequoia Is as Sturdy as Its Name
The first of Steve’s five favorite low-risk stock funds: A fund that Warren Buffett once recommended produces solid results.
Could Computerized Trading Cause Another Market Crash?
High-speed trading by robots adds to market volatility, and the Securities and Exchange Commission needs to rein in their activity.
7 Stocks to Buy Now
Investors have pummeled some terrific stocks. Here are some picks from Morningstar StockInvestor.
Pimco Diversified Income Bets Big on Emerging-Markets Bonds
Although it carries a high expense ratio, this mutual fund is a great choice for this market.
Be Prepared for the Worst With DoubleLine Total Return Bond Fund
Manager Jeffrey Gundlach is not surprised by the current market turmoil; his fund has been ready for such hard times.
Blue-Chip Stocks Still On Sale
Yacktman Fund is a great way to invest in these dirt-cheap, high-quality companies. Or you can just buy the individual stocks.
How My Elderly Client Lost $1.3 Million
You think only "other people" fall for scams? Guess again. The crooks are sharper than you think, and seniors are often easy prey.
Can Bruce Berkowitz Bounce Back?
The longtime star manager of Fairholme fund has stumbled badly this year after loading up on financials prematurely.
Can Vanguard's New Emerging-Markets Fund Beat Its Own Index Fund?
The fund family that’s best known for indexing is offering a worthy competitor to its own index fund. Which should you buy?
Why Dividend Growth Stocks Beat High-Yielding Stocks
Vanguard Dividend Growth fund yields a so-so 2.2%, but it may be the best way to invest in dividend-paying stocks.
A Time-Tested, Low-Risk Fund for This Market
What's wrong with boring? In a volatile market, Oakmark Equity & Income isn't just for widows and orphans.
Washington's Debt Ceiling Showdown Could Be Big Trouble for Investors
If Congress doesn't reach an agreement by the August 2 deadline, the fallout could be worse than Wall Street anticipates.
Be Careful Buying Bonds
A 28-year bull market for bonds has dulled memories. But the risks of owning bonds today are huge. They once suffered through a 50-year-long bear market.
Great Opportunities Await in Emerging Markets Bonds
Many countries in Asia and Latin America are financially stronger than most developed nations -- and their bonds offer generous yields.
DGHM All-Cap Value: A Great Fund You’ve Never Heard Of
With a record this good, this hidden gem won't stay undiscovered for long.
Should You Dump Pimco Total Return?
Bill Gross is arguably the best bond-fund manager on the planet. But his fund is much too big, and you can find a lot of better alternatives.
"Alternative" Investments to Survive This Economic Storm
Conventional portfolios of stocks and bonds will lag for years to come, says Rob Arnott. His two Pimco funds offer more focus on other assets.
Sell Commodities -- Even Now
Kathleen Gaffney, co-manager of Loomis Sayles Bond fund, predicts $90-a-barrel oil -- and a stronger dollar -- because of trouble in Europe.
My 9 Rules for Picking Mutual Funds
Selecting winning funds means focusing on the right numbers. Expenses and long-term risk-adjusted returns are the most important.
Buy Oil... But Not Now
The manager of a top commodities fund says prices are headed for a fall. Look for oil to sag 10% to 20%.
Can the GoodHaven Fund Duplicate Fairholme's Impressive Record?
Two former Fairholme managers have started a new fund with a similar strategy and fewer assets to weigh it down.
Why You Should Consider Investing in Primecap Odyssey Growth Now
Over more than 25 years, Primecap has quietly built one of the most superior records in the business, and this may be the best stock fund for this market.
Goldberg's Picks: Top Funds for Investing in Emerging Markets
Stock prices are cheap, and growth prospects are terrific in developing markets.
A New Way to Invest in Closed-End Funds
RiverNorth's record and approach demonstrate skill and discipline in this tricky sector.
The 7 Pillars of Investing in Tax-Free Bonds
Ignore the hysteria surrounding the financial condition of state and local governments. But heed these rules before you buy munis.
Disaster in Japan Raises the Odds of a Double-Dip Recession
Forget talk about surging inflation. The real risk now is economic contraction.
5 Reasons Stocks May Keep Charging Ahead
The two-year-old bull market has been unusually strong. And it's nowhere near out of gas, says InvesTech's Jim Stack.
Great Companies' Stocks On Sale
Renowned value investor Bill Nygren is finding bargains among tech companies, such as Apple, and other superior businesses. His Oakmark funds looks attractive, too.
T. Rowe Price New America Growth Fund: An Undiscovered Gem
This little-known fund has just $1.4 billion in assets. But it's a superb investment that's worth a look.
Consider a Fund's Volatility -- or Risk Paying a High Price
Volatility is a superb measure of how risky a fund is. It’s equally good for sizing up your entire portfolio.
Watch Out for TIPS
Funds that invest in Treasury inflation-protected securities look like they provide ironclad protection against inflation. Don’t be fooled.
Should You Buy a Fund That Pays You to Invest?
Bridgeway Aggressive Investors 1 has done so poorly that its sponsor must puts its own money into the fund.
"Magic Formula Investing" Conjures Up 4 New Stock Funds
Hedge-fund manager Joel Greenblatt’s system for stock picking has produced impressive results. But will his funds perform as well as the hype?
Goldberg's Picks: The 5 Best Exchange-Traded Funds for 2011
If you pick the right ones, you can make a lot of money this year with ETFs.
Goldberg's Picks: The 4 Best Bond Funds for 2011
Making money in bond funds will be tough this year. These four should perform well.
Goldberg's Picks: The 5 Best Stock Funds for 2011
These stock funds should deliver superior returns in the coming year.
Do ETF Trades Put the Market at Risk?
The proliferation of exchange-traded products could result in more crashes, such as the May 6, 2010, episode, unless regulators take action.
A Bond Fund Manager's Case for Stocks
The bull market is almost two years old, but bond maven Kathleen Gaffney thinks stock prices should continue to rise in 2011. Beware: dangers lurk in Europe.
5 Great Socially Responsible Funds
Doing good and doing well in mutual funds is easier than it once was. But be prepared to make compromises investing abroad.
4 Great Low-Risk Mutual Funds
These funds should produce solid returns in unusually uncertain times for the markets.
4 Plays for Contrarian Investors
David Herro, one of the best fund managers specializing in foreign stocks, shares his surprising views on Europe, gold, emerging markets and Japan.
5 Stock Picks from Morningstar
Morningstar is known for its expertise in tracking mutual funds. But the firm does at least as well picking stocks.
Fairholme Fund's Big Bet on Financial Stocks
Bruce Berkowitz is a brilliant fund manager, but his current portfolio makes me nervous.
Can REITs Continue Their Rally?
Real estate investment trusts have had a huge run-up as investors hunt for income. Sell before it’s too late.
This Bull Market Has Room to Run
Investment adviser Jim Stack’s recent calls have been on the money. Here’s why he thinks stocks will continue to rise.
Political Gridlock Equals Poor Stock Performance
Investors who want a do-nothing government may be in for an unpleasant surprise.
Investing in the New Normal
Pimco’s Mohamed El-Erian aims at making profits and reducing risks in an uncertain time with his Global Multi-Asset fund.
How Elections Affect the Stock Market
Once election day is over, stocks are likely to jump -- regardless of which party wins.
Is the "Smart Money" Really in Hedge Funds?
They’re cloaked in secrecy and charge outrageous fees. And, on average, they offer mediocre returns, a new study shows.
Tech Titans are Cheap
Mega-cap tech companies are awash in cash and as profitable as ever. Yet they trade at low price-earnings ratios.
Robert Shiller Suggests a New Deal-Style Solution to Unemployment
This Yale economist, who has a fine record as a prognosticator, says we need massive federal jobs programs to get the economy moving.
Why Emerging Markets Are
Worth a Look
In a generally weak global economy, many emerging nations are in better shape than developed countries. And stocks in developing markets are attractively priced.
9 Blue-Chip Stocks to Buy Now
These stable, growing companies are probably as cheap as they will ever be. Don’t let the feeble economy keep you from owning them.
No Transaction Fund Fees:
Are They Really Free?
In choosing between an NTF fund and a similar fund with a transaction fee, check the expense ratios first. The better deal could surprise you.
Sell Small-Company Stocks -- Now
Small-cap stocks finally seem to be having their Wile E. Coyote moment. Don’t tumble to the bottom of the cliff with them.
A Great Fund for a Nervous Market
FPA Crescent’s Steven Romick has produced stellar returns with much less risk than the stock market.
Cheap Stock Picks to Profit from a Scary Economy
What investors should do with the conflicting news about the economy and individual companies.
The 7 Best ETFs for This Market
Broad-based indexing doesn’t make sense in a market with so many bargains -- and so much dangerously overpriced merchandise.
Stocks for the New Normal
A top value manager finds global leaders unusually cheap despite a scary economic backdrop. Check out his fund and his picks.
Investors Lose Big With Market Timing
During the past decade, investors lagged the average fund by an annualized 1.5 percentage points, a new study finds. Here’s how to avoid that fate.
How to Fix the Economy
Republicans and Democrats are doing little but screaming at each other. If they’d stop, they’d find the answers to our problems right under their noses.
Sizing Up Uncle Sam's 401(k)
The Thrift Savings Plan, offered to federal employees, contains features other workers would kill for. But it also has glaring weaknesses.
A Terrific Socially Responsible Fund
Parnassus Equity Income is so good that everyone should consider it—regardless of what you think about socially responsible investing.
The 7 Best Mutual Funds for This Market
With Europe on edge, this portfolio emphasizes the two best sectors in a volatile market—and also includes two innovative bond funds.
How to Do Financial Reform the Right Way
If Congress bows to Wall Street lobbyists over financial regulation, look for the next financial crisis to be even nastier.
The Ideal Fund for This Wild Market
Vanguard Convertible Securities, which just reopened to new investors, has beaten the stock market over the past ten years with far less risk -- and pays an attractive yield.
An Aggressive Approach to Overcoming Market Mayhem
Until Europe fixes its "Club Med" debt problems, expect continued volatility in stocks worldwide. A star fund manager reveals alternative plays for proactive investors who see an eventual end to the current crisis.
European Stocks on Sale
Euro contagion fears are way overblown, says a veteran, top-performing fund manager, who’s on an old-world buying spree. Is he right?
How to Beat This Market
A look at how one of the savviest money managers of our time plans to produce high returns -- with low risk.
A Fund for the Risk Averse
T. Rowe Price Capital Appreciation typically lags in bull markets, but it excels in bear markets.
Buy a House, Sell REITs
One of the savviest and most cautious real estate investors says that housing prices have hit bottom but real estate investment trusts could fall a long way.
Profit From Asian Dividends
Matthews Asia Dividend Fund offers a lower-risk way to invest in emerging-market companies that share their wealth with shareholders.
Reaching for High Yields Can Be Dangerous
Buying junk bonds and long-term funds in today’s market could lead to big losses. Consider municipal bonds instead.
Buy and Hold Worked -- It Just Took A While
The most time-tested strategies for investing have returned from the dead. What now?
Bargain Tech Stocks
A decade after they began a mammoth collapse, technology stocks are cheap -- and growing.
Beware of One-Year Returns
Buying funds based on short-term performance is more dangerous than ever now.
Investors Are Missing the Bull Market
Fear of more losses has kept many on the sidelines during most of the historic run-up.
New Funds That Focus on Good, Cheap Stocks
A student of famous value investor Michael Price has launched two promising funds of his own.
5 Lessons From the Crash -- and Recovery
It's been one year since the market hit bottom. Here's what investors can learn from that experience.
High-Quality Stocks on Sale
Blue-chip stocks offer the potential for big gains with below-average risk. Yacktman Fund is one good way to buy them.
A Superb Socially Responsible Fund
Appleseed Fund has shined during the bear market -- and the rebound.
Don't Abandon Stocks
These stock funds will help you regain what you lost in the worst bear market since the Great Depression.
A Great Foreign Fund
Harbor International boasts impressive long-term performance -- and a low expense ratio.
2 Great Green Funds
Clean technology will gradually replace fossil fuels. Here’s how to profit from that long-term trend.
Profit From This Best-Picks List
Raymond James stock analysts have a great record of picking stocks that beat the market.
Coaxing 5% Returns, No Matter What
These two Pimco funds look like safe bets, whether you're a bull or a bear. Me? I'm bullish.
The Best ETFs for 2010
Here are this year’s top five stock exchange-traded funds, along with choice picks in bond ETFs.
Low-Risk Ways to Bet Against the Dollar
Templeton Global Bond and Templeton Global Income will profit when the greenback weakens again.
5 Great Stocks You’ve Never Heard Of
These small companies are profitable and their shares are reasonably priced -- but glamorous they are not.
The 5 Best Stock Funds for 2010
Focus on funds that buy large companies with above-average growth rates. And don’t shy from emerging markets.
A Bolder and Better Pimco Fund
Unconstrained Bond promises the same excellence as Total Return -- but makes much bigger bets.
The Case for European Stocks
They're cheaper than U.S. stocks and safer than emerging markets stocks.
Don't Buy a House -- Yet
When housing prices hit bottom, they will languish near those low levels for years to come. So don’t be in a rush to buy.
Diversify Even More
Successful investing depends on allocating a big chunk of your money to commodities and real estate securities, as well as to stocks and bonds, argues an asset-allocation guru.
Buy a Pension With an Immediate Annuity
Annuities have gotten a bad rap among investors -- and for good reason. But there’s one kind of annuity that can be a godsend.
5 Ways Funds Charge Too Much
Here's how mutual funds manage to charge outrageous fees -- and how you can avoid them.
How to Limit Big Losses
A fund’s volatility is a terrific predictor of how it will perform in a bear market.
A Safer Way to Invest in Emerging Markets
Bond funds offer a relatively low-risk way to invest in fast-growing developing nations. They’ll also profit from a falling dollar.
4 Reasons Not to Worry About Earnings
Don't let crummy profits and high valuations bother you -- they won't derail this bull market.
How to Profit From the Dollar's Descent
Find shelter in a fund that invests heavily in foreign bonds, such as Loomis Sayles Bond. Steer clear of most other “safe havens.”
The Case Against Commodities
Sold as a diversification tool, they failed badly last year -- and will fail to protect you again if the market turns south.
Stocks You Should Be Selling
The bull market, thus far, has favored small caps and weak companies. Get rid of them before it’s too late.
Watch for Falling REITs
A top real estate fund is avoiding almost all real estate investment trusts but finding bargains overseas and in bonds.
How to Prevent a Repeat of 2008
Without better regulation, we'll see a financial catastrophe far worse than the one that started a year ago with the collapse of Lehman Brothers.
A New Fund for Yield-Hungry Investors
The firm founded by famed distressed-securities investor Marty Whitman just launched a fund that should pay juicy yields.
Ride This Bull Market
If you've been on the sidelines, it's time to buy stocks. Here's why.
Cash Is Trash
Putting your money under the mattress made sense last year. But with yields on cash near zero, consider a short-term bond fund -- even for your safe money.
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