Value Added

April 3, 2013

7 Funds to Own Forever

A strategy of buying and holding index ETFs may not be exciting but it should deliver solid long-term returns.

See More On: ETFs

March 25, 2013

4 Big Concerns for Emerging Markets

Stocks in the world's fastest-growing countries are having a rough time. But they're still a good bet for 10% to 15% of your portfolio.

See More On: ETFs | Markets | Mutual Funds

March 21, 2013

A Growth Fund for Spicing up your Portfolio

Primecap Odyssey is a terrific fund that's filled with small and midcap stocks. It's a buy. Just don't overdo it.

See More On: Kip 25 | Mutual Funds

March 14, 2013

A Superb Low-Risk Fund

T. Rowe Price Capital Appreciation is good enough to be your core holding.

See More On: Mutual Funds

March 5, 2013

Own the World's Best Companies

Harbor International, a member of the Kiplinger 25, takes a long-term approach to investing in industry leaders abroad.

See More On: Foreign Stocks & Emerging Markets | Kip 25 | Mutual Funds

February 26, 2013

A Great Diversifier for Your Bond-Fund Money

Senior floating-rate loan funds -- cousins to "junk" bonds -- increase their payments as interest rates rise

See More On: Mutual Funds | Stocks & Bonds

February 21, 2013

Japan's Stock Market Goes on a Tear

Despite the country's big structural challenges, there are some reasons to be optimistic.

See More On: Foreign Stocks & Emerging Markets | Stocks & Bonds

February 11, 2013

Five Steps to Protect Against a Bond Bear Market

Interest rates simply can't go much lower -- and eventually must rise. Here's what to do.

See More On: Mutual Funds

February 7, 2013

4 Old-Tech Stocks on Sale

Longtime rivals Apple and Microsoft now share a common bond: Their stocks are battered. See why they and two other bargain-priced tech titans are buys.

See More On: Technology

February 1, 2013

Revise Your Portfolio for a Safer Investing Climate

Templeton’s Michael Hasenstab sees the big dangers of last year receding. But new strategies are needed to prosper, given the likelihood of future inflation.

See More On: Stocks & Bonds

January 23, 2013

Don't Be Fooled by No-Transaction-Fee Funds

The little bit of money you save by investing in a "free" fund is usually more than eaten up by higher fund expense ratios.

See More On: Kip 25 | Mutual Funds

January 16, 2013

What January's Stock Market Gains Tell Us

Some people have turned bullish because of the market's early-January advance. But what do the first month's returns really say about the rest of the year?

See More On: Stocks & Bonds

January 9, 2013

Will Stocks Keep Rising?

There's no sign that Washington gridlock will abate. But the economy and the stock market may do well anyway.

See More On: Markets | Mutual Funds

January 2, 2013

Sell Pimco Total Return?

The world's biggest bond fund is no longer one of the best.

See More On: Mutual Funds | Stocks & Bonds

December 26, 2012

Goldberg's Picks: The 5 Best Load Funds for 2013

These funds are worth considering if you can avoid the sales charge.

See More On: Mutual Funds

December 19, 2012

Goldberg's Picks: The 7 Best Exchange-Traded Funds for 2013

Stick to high-quality stocks -- and emerging markets -- with these ETFs.

See More On: ETFs

December 12, 2012

The 5 Best Bond Funds for 2013

Funds that still make sense to own in a dangerous time for bonds.

See More On: Stocks & Bonds

December 4, 2012

Goldberg's Picks: The 5 Best Stock Funds for 2013

You can't afford not to own stocks. But you have to be careful choosing stock funds.

See More On: Mutual Funds

November 27, 2012

4 Reasons to Buy Stocks Now

If we can get past the fiscal cliff, the market should rally. That's the word from Jim Stack, one of the market's best forecasters.

See More On: Stocks & Bonds

November 21, 2012

Grand Opportunities for Small-Cap Stock Investors

After showing their mettle at Wasatch, the managers of the new Grandeur Peak funds get to strut their stuff with a much smaller asset base, a big plus.

See More On: Mutual Funds | Stocks & Bonds

November 9, 2012

Investors, Beware Fiscal Cliff Ahead

Until and unless our political leaders deal with the scheduled tax increases and spending cuts on the horizon, expect big swings -- most of them down -- in the stock market.

See More On: Markets | Economic Outlooks | Stocks & Bonds

November 6, 2012

A Sturdy Fund for Uncertain Times

Sequoia Fund won't keep you up at night because its managers work so hard at reducing risks.

See More On: Mutual Funds

October 29, 2012

3 Former Star Funds to Avoid

They were supposed to be among the best value funds around, but were savaged in the 2007-09 bear market. I'm still leery of them.

See More On: Mutual Funds

October 22, 2012

Should You Buy BBH Core Select Before It Closes?

This Kiplinger 25 fund will soon shut its doors to new investors. Before it does, consider taking a starter stake.

See More On: Mutual Funds

October 16, 2012

The Halloween Effect Could Give Stock Investors a Treat

A new study has found that stocks worldwide have performed better between November and April for centuries.

See More On: Stocks & Bonds | Markets

October 10, 2012

Missing the Bull Market

Money has been flowing out of stock funds since 2008. Investors have been buying bond funds, bank CDs -- and emerging-markets stocks.

See More On: Mutual Funds | Stocks & Bonds

October 5, 2012

5 Stocks to Navigate Stormy Seas

The managers of Oakmark Fund are finding companies they think are bulletproof despite the gloomy global economic picture.

See More On: Stocks & Bonds | Mutual Funds

September 25, 2012

How the Stock Market Can Predict Who Will Win the Presidential Election

A rising market in the months before Election Day is a good sign for the incumbent party.

See More On: Politics | Markets

September 12, 2012

5 Reasons to Buy Emerging-Markets Stocks Now

These stocks are selling well below their 2011 highs. It's a great time to buy.

See More On: Stocks & Bonds | Mutual Funds

September 5, 2012

Buy Facebook's Stock?

Morningstar's top stock strategist thinks shares of Facebook are a bargain now that that they've fallen more than 50% from their peak.

See More On: Stocks & Bonds

August 28, 2012

What to Do When a Fund Manager Leaves

When do you stick with the old fund, and when do you move your money to a new one? It's often a difficult choice.

See More On: Mutual Funds

August 22, 2012

A Mutual Fund Newsletter Worth Its Salt

Steve McKee's fund newsletter has delivered solid results for more than 20 years and has done so with well-below-average risk. Can he keep it up?

See More On: Mutual Funds

August 15, 2012

Can Pimco's All Asset Funds Continue to Deliver?

These funds are more like hedge funds than regular mutual funds. But returns have been good and fees are not outrageous.

See More On: Mutual Funds | Stocks & Bonds

August 8, 2012

Why Bill Gross Should Stick to Bonds

The bond guru predicts that over the long haul stocks will earn just 1% annualized after inflation. I think he’s flat-out wrong.

See More On: Stocks & Bonds | Markets | Small Business

August 1, 2012

Is DoubleLine Total Return Bond Fund Too Risky?

This fund keeps churning out rich returns in an increasingly problematic bond market. But we should be wary of its risks.

See More On: Mutual Funds | Stocks & Bonds

July 25, 2012

Get to Know Primecap Odyssey Aggressive Growth

This fund may be overshadowed by its older siblings, but it's worth considering if you're willing to take a bit of risk.

See More On: Mutual Funds

July 17, 2012

The Dangers Lurking in Bonds

Bonds don’t often lose money quickly, but they can cause you death by a thousand cuts. Here’s how to avoid that fate.

See More On: Stocks & Bonds | Mutual Funds

July 11, 2012

6 Stock Picks from a Master

Don Yacktman's funds take big stakes in large, solid companies -- and the results have been eye-popping.

See More On: Stocks & Bonds | Mutual Funds

July 5, 2012

5 Predictions for the Global Economy and Markets

Two top bond managers are in surprising agreement about how major events will unfold in the coming months and years.

See More On: Economic Outlooks | Stocks & Bonds | Markets

June 27, 2012

Get Used to Market Volatility

The price for making good money in stocks over the long haul is having to endure wild swings over the short term.

See More On: Markets | Stocks & Bonds

June 19, 2012

5 Surprising Secrets of Investing

For many years, Sheldon Jacobs edited a top-ranked fund newsletter. His new book reveals his surprising methods.

See More On: Mutual Funds | Stocks & Bonds

June 13, 2012

Buy American Stocks

With economies in many countries under pressure, the U.S. stock market stands alone as the best place to invest.

See More On: Stocks & Bonds | Economic Outlooks | Markets

June 6, 2012

Can Europe Muddle Through Its Economic Mess?

A top bond manager says the euro zone will (slowly) resolve its problems and offers his ideas for where to invest now.

See More On: Economic Outlooks | Stocks & Bonds | Markets

May 31, 2012

U.S. Stocks and Bonds: Best of a Bad Lot?

Bond powerhouse Pimco sees a smaller euro zone, slow growth in developed markets and stronger gains in most emerging markets.

See More On: Stocks & Bonds | Economic Outlooks

May 22, 2012

Blame Reckless U.S. Banks for Our Trouble with Greece

With more oversight from Washington, we wouldn’t need to care so much about the euro-zone crisis.

See More On: Stocks & Bonds | Economic Outlooks

May 15, 2012

5 Great Stock Picks and the Exchange-Traded Fund that Owns Them

A new ETF tracks the recommendations of Morningstar’s superb stock analysts -- just the thing for a nervous market.

See More On: ETFs | Stocks & Bonds

May 9, 2012

Earn Dividends in Emerging Markets with This WisdomTree ETF

This exchange-traded fund boasts a spiffy yield and should protect you in down markets.

See More On: ETFs

May 1, 2012

Blue Chip Stocks On Sale Worldwide

Oakmark International's David Herro has the record to back up his bullish stance on big, multinational companies.

See More On: Stocks & Bonds | Mutual Funds

April 24, 2012

A Bright Forecast for Employment and the Economy

Economist Ian Shepherdson makes a compelling case for why we can expect 300,000-plus new jobs each month by this summer.

See More On: Economic Outlooks | Markets | Stocks & Bonds

April 17, 2012

6 Reasons to Bet on a Big Bull Market

Citi's chief U.S. stock strategist predicts a "raging bull" market within the next year or so.

See More On: Markets | Stocks & Bonds | Economic Outlooks

April 10, 2012

The Bad News About IPOs

Investing in initial public offerings is a loser’s game. And the new JOBS law makes them even worse.

See More On: Stocks & Bonds

April 3, 2012

FPA Crescent: A Great Fund for Uncertain Times

This Kiplinger 25 fund aims first to minimize losses, and only then tries to earn money for shareholders.

See More On: Mutual Funds

March 27, 2012

Emerging Markets Are Still a Bargain

Expect crazy volatility to continue. But if you can hang on, you should be rewarded.

See More On: Markets | Mutual Funds | ETFs

March 20, 2012

The End of the Small Cap Boom

After trailing their small-cap brethren for years, it’s time for stocks of large companies to shine. The bigger the better.

See More On: Stocks & Bonds

March 8, 2012

3 Reasons the Bull Market Will Continue

Jim Stack thinks the three-year-old market advance will continue for quite some time. Here's why.

See More On: Markets | Economic Outlooks

March 6, 2012

A Fund That Wins by not Losing

Preserving your capital is BBH Core Select’s first goal. That makes it my kind of fund.

See More On: Mutual Funds

February 28, 2012

4 Tech Stocks to Sell Now

Technology companies either innovate or they stop growing. These firms are losing momentum.

See More On: Stocks & Bonds

February 21, 2012

5 Old Tech Stocks to Buy Now

Many once-overpriced tech stocks are downright cheap. Meanwhile, the hot new merchandise looks very dangerous.

See More On: Stocks & Bonds

February 14, 2012

Unpopular Funds Yield Surprising Returns

Here’s how to profit by buying after other investors have fled a market sector.

See More On: Mutual Funds | Stocks & Bonds

February 8, 2012

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?

See More On: Mutual Funds

January 31, 2012

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 th

See More On: Economic Outlooks | Markets | Stocks & Bonds

January 24, 2012

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.

See More On: Mutual Funds

January 18, 2012

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.

See More On: Stocks & Bonds

January 11, 2012

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.

See More On: Mutual Funds

January 4, 2012

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.

See More On: ETFs

December 27, 2011

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.

See More On: Mutual Funds | Stocks & Bonds

December 21, 2011

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.

See More On: Mutual Funds | Stocks & Bonds

December 14, 2011

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.

See More On: Stocks & Bonds | Mutual Funds | Economic Outlooks

December 8, 2011

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.

See More On: Mutual Funds

November 29, 2011

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.

See More On: Stocks & Bonds

November 23, 2011

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.

See More On: Mutual Funds | Stocks & Bonds

November 16, 2011

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.

See More On: Economic Outlooks | Markets | Business Costs & Regulation

November 9, 2011

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.

See More On: Annuities | Mutual Funds | Making Your Money Last

November 1, 2011

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.

See More On: Economic Outlooks | Economic Outlooks | Markets

October 25, 2011

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.

See More On: Mutual Funds | Stocks & Bonds

October 19, 2011

5 Reasons to Buy Emerging Markets Stocks

The world's cheapest stocks are located in its fastest-growing economies.

See More On: Stocks & Bonds | Mutual Funds | ETFs

October 12, 2011

5 Reasons to Buy Gold Stocks

You don’t have to be a gold bug to find gold-mining stocks attractive.

See More On: Stocks & Bonds | ETFs

October 5, 2011

Goldberg's Picks: 5 Best Low-Risk Stock Funds

These five funds will help you steady your portfolio through rocky markets.

See More On: Mutual Funds

September 27, 2011

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.

See More On: Mutual Funds

September 20, 2011

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.

See More On: Mutual Funds

September 13, 2011

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.

See More On: Mutual Funds

September 6, 2011

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.

See More On: Mutual Funds | Stocks & Bonds

August 31, 2011

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.

See More On: Mutual Funds

August 24, 2011

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.

See More On: Markets | Stocks & Bonds

August 16, 2011

7 Stocks to Buy Now

Investors have pummeled some terrific stocks. Here are some picks from Morningstar StockInvestor.

See More On: Stocks & Bonds

August 13, 2011

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.

See More On: Mutual Funds

August 9, 2011

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.

See More On: Mutual Funds | Markets | Economic Outlooks

August 2, 2011

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.

See More On: Stocks & Bonds | Mutual Funds

July 27, 2011

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.

See More On: Mutual Funds

July 19, 2011

Can Bruce Berkowitz Bounce Back?

The longtime star manager of Fairholme fund has stumbled badly this year after loading up on financials prematurely.

See More On: Stocks & Bonds | Mutual Funds

July 12, 2011

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?

See More On: Mutual Funds

July 5, 2011

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.

See More On: Mutual Funds | Stocks & Bonds

June 28, 2011

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.

See More On: Mutual Funds | Stocks & Bonds

June 21, 2011

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.

See More On: Economic Outlooks | Stocks & Bonds

June 13, 2011

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.

See More On: Stocks & Bonds | Mutual Funds | Economic Outlooks

June 7, 2011

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.

See More On: Stocks & Bonds | Economic Outlooks

May 31, 2011

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.

See More On: Mutual Funds

May 24, 2011

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.

See More On: Mutual Funds | Stocks & Bonds

May 18, 2011

"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.

See More On: Mutual Funds | Economic Outlooks | Economic Outlooks

May 10, 2011

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.

See More On: Mutual Funds | Stocks & Bonds

May 4, 2011

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.

See More On: Mutual Funds

April 26, 2011

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%.

See More On: Mutual Funds | Saving Money | Economic Outlooks

April 19, 2011

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.

See More On: Mutual Funds

April 13, 2011

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.

See More On: Mutual Funds | Stocks & Bonds

April 5, 2011

Goldberg's Picks: Top Funds for Investing in Emerging Markets

Stock prices are cheap, and growth prospects are terrific in developing markets.

See More On: Mutual Funds | ETFs | Markets

March 29, 2011

A New Way to Invest in Closed-End Funds

RiverNorth's record and approach demonstrate skill and discipline in this tricky sector.

See More On: Mutual Funds

March 22, 2011

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.

See More On: Stocks & Bonds | Mutual Funds

March 15, 2011

Disaster in Japan Raises the Odds of a Double-Dip Recession

Forget talk about surging inflation. The real risk now is economic contraction.

See More On: Economic Outlooks

March 8, 2011

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.

See More On: Markets | Stocks & Bonds | Economic Outlooks

March 1, 2011

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.

See More On: Stocks & Bonds | Mutual Funds

February 23, 2011

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.

See More On: Mutual Funds | Stocks & Bonds

February 15, 2011

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.

See More On: Mutual Funds

February 9, 2011

Watch Out for TIPS

Funds that invest in Treasury inflation-protected securities look like they provide ironclad protection against inflation. Don’t be fooled.

See More On: Mutual Funds

February 1, 2011

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.

See More On: Mutual Funds

January 19, 2011

"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?

See More On: Mutual Funds

January 11, 2011

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.

See More On: ETFs

January 5, 2011

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.

See More On: Mutual Funds

January 4, 2011

Goldberg's Picks: The 5 Best Stock Funds for 2011

These stock funds should deliver superior returns in the coming year.

See More On: Mutual Funds

December 28, 2010

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.

See More On: ETFs

December 21, 2010

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.

See More On: Mutual Funds | Stocks & Bonds | Markets

December 15, 2010

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.

See More On: Mutual Funds

December 7, 2010

4 Great Low-Risk Mutual Funds

These funds should produce solid returns in unusually uncertain times for the markets.

See More On: Mutual Funds

December 1, 2010

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.

See More On: Stocks & Bonds | Mutual Funds

November 23, 2010

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.

See More On: Stocks & Bonds

November 17, 2010

Fairholme Fund's Big Bet on Financial Stocks

Bruce Berkowitz is a brilliant fund manager, but his current portfolio makes me nervous.

See More On: Mutual Funds | Stocks & Bonds | Economic Outlooks

November 9, 2010

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.

See More On: Stocks & Bonds | Buying & Selling a Home

November 2, 2010

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.

See More On: Stocks & Bonds | Markets | Mutual Funds

October 26, 2010

Political Gridlock Equals Poor Stock Performance

Investors who want a do-nothing government may be in for an unpleasant surprise.

See More On: Stocks & Bonds | Politics | Markets

October 19, 2010

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.

See More On: Mutual Funds | Stocks & Bonds | Economic Outlooks

October 12, 2010

How Elections Affect the Stock Market

Once election day is over, stocks are likely to jump -- regardless of which party wins.

See More On: Markets | Stocks & Bonds | Politics

October 5, 2010

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.

See More On: Mutual Funds | Stocks & Bonds

September 28, 2010

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.

See More On: Stocks & Bonds | Mutual Funds | ETFs

September 21, 2010

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.

See More On: Economic Outlooks | Politics

September 19, 2012

Don't Buy Bond Index Funds or Individual Bonds

When it comes to bonds, conventional wisdom has it wrong. Index funds make little sense. Ditto for investing in individual bonds.

See More On: Mutual Funds | Stocks & Bonds

September 14, 2010

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.

See More On: Mutual Funds | Stocks & Bonds | Economic Outlooks

September 7, 2010

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.

See More On: Stocks & Bonds | Mutual Funds

August 31, 2010

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.

See More On: Mutual Funds

August 24, 2010

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.

See More On: Mutual Funds | Stocks & Bonds

August 17, 2010

A Great Fund for a Nervous Market

FPA Crescent’s Steven Romick has produced stellar returns with much less risk than the stock market.

See More On: Mutual Funds | Stocks & Bonds

August 10, 2010

Cheap Stock Picks to Profit from a Scary Economy

What investors should do with the conflicting news about the economy and individual companies.

See More On: Mutual Funds | Stocks & Bonds | Economic Outlooks

August 3, 2010

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.

See More On: ETFs

July 27, 2010

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.

See More On: Stocks & Bonds | Mutual Funds

July 19, 2010

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.

See More On: Mutual Funds

July 14, 2010

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.

See More On: Markets | Economic Outlooks

July 6, 2010

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.

See More On: Mutual Funds | Employee Benefits

June 29, 2010

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.

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June 22, 2010

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.

See More On: Mutual Funds | Stocks & Bonds

June 14, 2010

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.

See More On: Business Costs & Regulation | Markets

June 7, 2010

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.

See More On: Mutual Funds

June 2, 2010

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.

See More On: Markets | Stocks & Bonds | Mutual Funds

May 25, 2010

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?

See More On: Mutual Funds | Stocks & Bonds

May 17, 2010

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.

See More On: Mutual Funds | Stocks & Bonds

May 12, 2010

A Fund for the Risk Averse

T. Rowe Price Capital Appreciation typically lags in bull markets, but it excels in bear markets.

See More On: Mutual Funds

May 4, 2010

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.

See More On: Mutual Funds

April 27, 2010

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.

See More On: Mutual Funds

April 20, 2010

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.

See More On: Stocks & Bonds | Mutual Funds

April 13, 2010

Buy and Hold Worked -- It Just Took A While

The most time-tested strategies for investing have returned from the dead. What now?

See More On: Mutual Funds | Stocks & Bonds

April 6, 2010

Bargain Tech Stocks

A decade after they began a mammoth collapse, technology stocks are cheap -- and growing.

See More On: Stocks & Bonds

March 29, 2010

Beware of One-Year Returns

Buying funds based on short-term performance is more dangerous than ever now.

See More On: Mutual Funds

March 22, 2010

Investors Are Missing the Bull Market

Fear of more losses has kept many on the sidelines during most of the historic run-up.

See More On: Stocks & Bonds | Mutual Funds

March 17, 2010

New Funds That Focus on Good, Cheap Stocks

A student of famous value investor Michael Price has launched two promising funds of his own.

See More On: Mutual Funds

March 8, 2010

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.

See More On: Markets

March 1, 2010

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.

See More On: Mutual Funds | Stocks & Bonds

February 23, 2010

A Superb Socially Responsible Fund

Appleseed Fund has shined during the bear market -- and the rebound.

See More On: Mutual Funds

February 17, 2010

Don't Abandon Stocks

These stock funds will help you regain what you lost in the worst bear market since the Great Depression.

See More On: Stocks & Bonds | Mutual Funds

February 8, 2010

A Great Foreign Fund

Harbor International boasts impressive long-term performance -- and a low expense ratio.

See More On: Mutual Funds

February 2, 2010

2 Great Green Funds

Clean technology will gradually replace fossil fuels. Here’s how to profit from that long-term trend.

See More On: Mutual Funds

January 25, 2010

Profit From This Best-Picks List

Raymond James stock analysts have a great record of picking stocks that beat the market.

See More On: Stocks & Bonds

January 19, 2010

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.

See More On: Mutual Funds | Stocks & Bonds

January 12, 2010

The Best ETFs for 2010

Here are this year’s top five stock exchange-traded funds, along with choice picks in bond ETFs.

See More On: ETFs

January 5, 2010

Low-Risk Ways to Bet Against the Dollar

Templeton Global Bond and Templeton Global Income will profit when the greenback weakens again.

See More On: Mutual Funds

December 28, 2009

5 Great Stocks You’ve Never Heard Of

These small companies are profitable and their shares are reasonably priced -- but glamorous they are not.

See More On: Stocks & Bonds

December 18, 2009

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.

See More On: Mutual Funds

December 14, 2009

A Bolder and Better Pimco Fund

Unconstrained Bond promises the same excellence as Total Return -- but makes much bigger bets.

See More On: Mutual Funds

December 9, 2009

The Case for European Stocks

They're cheaper than U.S. stocks and safer than emerging markets stocks.

See More On: Markets | Stocks & Bonds | Mutual Funds

December 1, 2009

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.

See More On: Buying & Selling a Home

November 24, 2009

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.

See More On: Stocks & Bonds

November 17, 2009

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.

See More On: Annuities | Making Your Money Last

November 11, 2009

5 Ways Funds Charge Too Much

Here's how mutual funds manage to charge outrageous fees -- and how you can avoid them.

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November 2, 2009

How to Limit Big Losses

A fund’s volatility is a terrific predictor of how it will perform in a bear market.

See More On: Markets | Mutual Funds

October 26, 2009

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.

See More On: Mutual Funds | Stocks & Bonds

October 19, 2009

4 Reasons Not to Worry About Earnings

Don't let crummy profits and high valuations bother you -- they won't derail this bull market.

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October 14, 2009

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.”

See More On: Markets

October 6, 2009

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.

See More On: Markets

September 28, 2009

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.

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September 21, 2009

Watch for Falling REITs

A top real estate fund is avoiding almost all real estate investment trusts but finding bargains overseas and in bonds.

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September 14, 2009

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.

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September 10, 2009

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.

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September 1, 2009

Ride This Bull Market

If you've been on the sidelines, it's time to buy stocks. Here's why.

See More On: Markets

August 24, 2009

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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August 17, 2009

Cut Risk With These Two Dividend Funds

Funds that buy blue chips with rising dividends offer an ideal way to limit volatility in a still-fragile economy.

See More On: Mutual Funds

August 11, 2009

Low-Risk Option Funds

If you want to bet on options, consider Gateway Fund A and PowerShares S&P 500 BuyWrite Portfolio.

See More On: Mutual Funds | ETFs

August 4, 2009

Give These Volatile Funds a Chance

Bridgeway Aggressive Investors 2 and CGM Focus plunged during the bear market. Now is the time to buy them.

See More On: Mutual Funds

July 28, 2009

4 Safe Industrial Stocks

They're not exciting, but shares of these companies remain cheap -- and should thrive even as U.S. consumer spending remains anemic.

See More On: Markets

July 20, 2009

Is It too Late to Buy Emerging Markets?

Stocks from developing countries have rallied strongly, but there still are opportunities to make money in this sector -- if you can handle the volatility.

See More On: Mutual Funds

July 14, 2009

4 Cheap Stocks to Buy Now

Low-risk blue chips in health care and defense are bargains. So is Fairholme fund.

See More On: Markets

July 6, 2009

The Best Target Funds

Although many took a beating in the bear market and are under the government's microscope, you still can find good options from Fidelity, T. Rowe Price and Vanguard.

See More On: Mutual Funds

June 29, 2009

Buy Stocks Now -- and Hold Them

One of the nation's best-known market historians says stocks are poised to rally -- not just this year, but over the coming decade.

See More On: Markets

June 23, 2009

Why I Would Avoid Index Funds

Actively managed funds are poised to beat index funds over the next year or two.

See More On: Mutual Funds

June 15, 2009

Don't Count on TIPS

Their inflation protection will likely be overwhelmed by their vulnerability to rising interest rates.

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June 10, 2009

The Dow Is an Outdated Index

Other benchmarks do a better job of tracking the market. They're the ones you should invest in.

See More On: Markets

June 2, 2009

A Superb Fund Rebounds

Climb aboard Longleaf Partners, one of the best value funds you can find. It's on fire after a horrible 2008.

See More On: Mutual Funds

May 26, 2009

Four Winning Tech Stocks

These companies are loaded with cash, should be able to increase annual earnings at double-digit rates and are favorites of a veteran fund manager.

See More On: Markets

May 19, 2009

Ban Hedge Funds?

I think these barely regulated pools of money deserve far more blame for the financial meltdown than they've received -- and should be regulated out of existence.

See More On: Mutual Funds

May 11, 2009

Profit From the Natural-Gas Gusher

These three companies are cashing in on vast, newly discovered fields of natural gas in the U.S.

See More On: Markets

May 4, 2009

The 6 Best Stocks to Buy Now

Whether the market goes up or down from here, these blue chips are great investments.

See More On: Markets

April 28, 2009

Fund Expense Ratios Rise

Fund companies are hiking fees as their assets shrink.

See More On: Mutual Funds

April 20, 2009

Hang on to Your Stocks

With the economy and the market in uncharted waters, these two experts disagree wildly about the future. But stocks have always done well long term -- and that includes far worse times than these.

See More On: Markets

April 14, 2009

These Funds Can Be Hazardous to Your Wealth

Leveraged and inverse mutual funds and exchange-traded funds don't produce the returns most investors anticipate. Instead, they deliver huge losses -- or puny gains.

See More On: Mutual Funds

April 7, 2009

Convertible Securities Cut Risk

They deliver most of the gains of the stock market without the worst of the losses -- making them perfect for this treacherous market.

See More On: Mutual Funds

March 31, 2009

Betting Against the Bank-Rescue Plan

A financial-services specialist sees little hope for the Treasury Department's program. But Mutual Discovery, a fund he helps run, remains compelling.

See More On: Mutual Funds

March 23, 2009

Two Small-Cap Gems

Expect T. Rowe Price Small Cap Value and Bridgeway Micro-Cap Limited to lead the charge when the market recovers.

See More On: Mutual Funds

March 10, 2009

Time to Say Goodbye to the Bear?

A savvy market watcher, who has been correctly bearish on stocks, says the next bull market will likely start soon -- and it should be a big one.

See More On: Markets

March 3, 2009

Time to Buy Green?

President Obama's commitment to alternative energy provides another reason this sector's stocks will soar -- eventually.

See More On: Markets

February 23, 2009

How Bad Can It Get?

A lot of what is taken for gospel about bear markets isn't true. The downturns aren't as bad as they seem when you include the effect of dividends.

See More On: Markets

February 16, 2009

Low-Risk Funds for Nervous Investors

These three funds will keep you in the game but limit your losses should the bear market deepen.

See More On: Mutual Funds

February 10, 2009

The Best Fund You Can Buy

Selected American Shares' focus on high-quality stocks is ideal for this market -- and for the long haul.

See More On: Mutual Funds

February 3, 2009

Debunking the January Barometer

The market's swan dive last month tells you virtually nothing about what's in store for 2009.

See More On: Markets

January 27, 2009

Time for TIPS

Inflation-protected bonds offer almost all of the advantages -- and almost none of the disadvantages -- of regular Treasury securities. Look for their prices to pop, perhaps soon.

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January 19, 2009

Real Estate. Really

You might want to tiptoe back into this sector because some real estate companies with lots of cash will be big winners.

See More On: Mutual Funds

January 13, 2009

Buy Bonds Now

High-quality corporate and municipal bonds are great ways to make money without taking much risk. But act now. The bargains won't last.

See More On: Markets

January 6, 2009

Avoid the Next Madoff Scam

Keep your investing simple and you'll steer clear of Wall Street thieves.

See More On: Markets

December 30, 2008

The Best Funds for 2009

Position yourself for better times with my top five picks for the new year.

See More On: Mutual Funds

December 23, 2008

How to Invest in 2009

The worst bear market since 1937-38 has crushed investors, top fund managers and market strategists. Here's why I still think it's time to hold your stocks -- or buy more.

See More On: Markets

December 9, 2008

The Low-Risk Way to Buy Asia

Matthews Asian Growth & Income fund calms the volatility of investing in emerging markets.

See More On: Mutual Funds

December 2, 2008

Oil Stocks Will Bounce Back

After the recession is over, crude prices will climb once more. Meanwhile, many energy stocks are cheap.

See More On: Markets

November 13, 2008

What Sparked the Selloff

Heavy forced selling by highly leveraged hedge funds is partly to blame for the recent market bloodbath.

See More On: Markets

November 10, 2008

Don't Fear Emerging Markets

Despite the beating they've taken, developing countries still hold promise.

See More On: Markets

November 4, 2008

Getting Super Values on Great Companies

Savvy value investor David Winters is growing increasingly bullish as stocks sink worldwide.

See More On: Mutual Funds

October 28, 2008

Take a Chance on Loomis Sayles Bond

The fund has been clobbered by the credit crunch, setting up a great buying opportunity.

See More On: Mutual Funds

October 21, 2008

The Bear Market's Not Over Yet

One of the few managers who saw the downturn coming expects a stock rally this year then another big drop early next year.

See More On: Markets

October 10, 2008

A Crash Course in History

The current selloff is very similar to the 1987 drop. Here's how this one could turn out.

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October 7, 2008

As Goes the White House, So Goes the Market?

You shouldn't bet on either party helping or hurting the market. There are Obama and McCain stocks, though.

See More On: Markets

September 30, 2008

Buy in Times of Pessimism

Christopher Davis, co-manager of my favorite fund, Selected American Shares, says there's money to be made buying shares of high-quality companies at reasonable prices.

See More On: Mutual Funds

September 23, 2008

A Great Fund for This Market

With 48 years of experience, the manager of Harbor Capital Appreciation knows how to produce good results -- with stocks of large, sturdy companies that can weather the current storm.

See More On: Mutual Funds

September 18, 2008

Time to Buy Stocks -- Not Sell

Despite the frightening events on Wall Street, this bear market may be over soon.

See More On: Markets

September 16, 2008

Funds I Won't Buy

Here are fund families I'll probably never invest in -- even though some have great records.

See More On: Mutual Funds

September 9, 2008

Invest More Overseas

Most Americans don't have enough foreign stocks in their portfolios, according to an authority on asset allocation.

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September 2, 2008

What's Hot -- and What's Not

The managers of the top-performing Julius Baer International Equity funds are bullish on the dollar and Eastern Europe and bearish on commodities and U.S. stocks.

See More On: Markets

August 26, 2008

7 Secrets to Picking Great Funds

These methods will help you choose wisely and give your portfolio a boost. Some may surprise you.

See More On: Mutual Funds

August 19, 2008

Six Great Green Stocks

A plunge in alternative-energy-stock prices has created some bargains. Also, two great funds let you cover the sector.

See More On: Markets

August 12, 2008

Sell Energy, Buy Health

Fairholme, a superb fund, is shifting out of commodities and into drug stocks and managed-care companies. The timing looks perfect.

See More On: Mutual Funds

August 5, 2008

Ten Tech Giants to Buy Now

Shares of companies such as IBM, Nokia and Microsoft have taken a hit along with the rest of the market, but they don't deserve to be this cheap.

See More On: Markets

July 29, 2008

Pitfalls for Wealthy Investors

Hedge funds and separately managed accounts carry cachet but too often yield poor returns. These two hedge-like funds are better bets.

See More On: Mutual Funds

July 21, 2008

Seven ETFs for This Market

Exchange-traded funds can reduce your costs and keep you well positioned -- if you choose the right ones.

See More On: Mutual Funds

July 14, 2008

Goodbye, Bear Market?

History argues most of the damage is behind us. So don’t sell your stocks until you have read this column..

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July 8, 2008

Ten Funds on the Skids

Value managers tend to like financials, and many have been shunning commodity-related stocks, which they think are overpriced. That has led to miserable results. Here’s my advice.

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July 1, 2008

Buy the Dow -- And Other Mega Caps

Stocks of the largest U.S. companies are surprisingly cheap in today's wretched market.

See More On: Markets

June 24, 2008

Trim Your Energy Holdings -- Now

Investing directly in commodities has become a dangerous momentum game. Some oil and coal stocks, however, still hold appeal.

See More On: Markets

June 16, 2008

For Funds, New Often Means Better

A study supports the idea that new stock funds beat their peers in the first 12 months after they're launched. Here are three promising newcomers.

See More On: Mutual Funds

June 10, 2008

The Case for Emerging Markets

These markets aren't as risky as they used to be and likely will outperform developed markets.

See More On: Markets

June 3, 2008

Don't Give up on Dodge & Cox

The company's stock funds have had a lousy 12 months, but they are among the best large-company-value funds you can buy. Be patient.

See More On: Mutual Funds

May 27, 2008

Two Microcap Fund Gems

After hitting a rough patch, Wasatch reopened most of its funds. Here are a couple worth considering before they close soon.

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May 20, 2008

Five Great Green Funds

You can build a first-rate investment portfolio with funds that avoid (most) companies that pollute. Here are the best.

See More On: Mutual Funds

May 12, 2008

Badly in Need of Financial Education

The mortgage mess once again illustrates that many Americans are clueless about money.

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May 6, 2008

So Long, Bear Market

Several experts say the Fed's actions have revived stock markets, but the economy won't recover any time soon.

See More On: Markets

April 29, 2008

Indexing in Question

Actively managed funds are trouncing S&P 500 index funds this decade.

See More On: Markets

April 22, 2008

A Great Fund for a Volatile Market

With savvy, conservative management, Fairholme fund knows how to make money and keep risks low.

See More On: Mutual Funds

April 15, 2008

How to Stay Safe in Bonds

To avoid the recent volatility in the bond market, consider these three rules and three funds.

See More On: Mutual Funds

April 7, 2008

Six Stocks to Buy and Hold

Sick of the market's gyrations? A master analyst identifies stocks that are safe bets for the next ten years.

See More On: Markets

April 1, 2008

What Bear Market?

A prominent investment strategist argues that the downturn is over for stocks -- and that the economy will avoid a recession.

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March 25, 2008

A Bull Among Bears

A T. Rowe Price manager concludes that most of the damage is behind us and is raising his stake in stocks.

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March 17, 2008

Why Oil Is Overpriced

Even after plunging from a record high, crude prices are out of touch with reality and could drop well below $100 a barrel before year end.

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March 10, 2008

Are REITS Ready to Rebound?

Shares of publicly traded commercial property companies may continue to fall. But if you're ready to invest, here's a real-estate fund to consider.

See More On: Markets

March 4, 2008

Coming Soon: Market Recovery

Before this downturn is finished, the market is likely to fall more. But it should start to bounce back by late spring or summer.

See More On: Markets

February 26, 2008

11 Lessons From A Losing Fund

There's a lot to learn from Garrett Van Wagoner, whose Van Wagoner Emerging Growth fund had a horrendous 12 years.

See More On: Mutual Funds

February 19, 2008

Two Great Value Funds Reopen

This is a great time to begin investing a little every month in either Dodge & Cox Stock or Longleaf Partners -- or both.

See More On: Mutual Funds

February 4, 2008

Better Times for Investors -- Soon

The savvy managers of Loomis Sayles Bond predict that stocks may take off in the next few months.

See More On: Mutual Funds

January 28, 2008

Health Care Stocks for a Weak Economy

Drug and biotech stocks have been ailing for years but could be on the road to recovery.

See More On: Mutual Funds

January 21, 2008

Tomorrow's Bull Market

The market could well fall another 10% or 15% from here. But look for terrific returns for years to come after that.

See More On: Markets

January 15, 2008

Momentum Works for This Fund

The winning record of Rydex Sector Rotation shows that even a simple investing strategy can work.

See More On: Mutual Funds

January 8, 2008

Two Oakmark Funds Reopen

Investors should consider Oakmark International and Oakmark International Small Cap, which had a rough 2007 but should bounce back.

See More On: Mutual Funds

January 2, 2008

Five Great Funds for 2008

You'll do well with any -- or all -- of these picks. Some are old favorites; others are new.

See More On: Mutual Funds

December 26, 2007

Investing Outlook for 2008

Stocks of large, growing companies and foreign companies will continue to excel next year.

See More On: Markets

December 18, 2007

Buy Bill Miller Now

Legg Mason Value has been a stinker the past two years. But Bill Miller is a gifted manager. Bet on him to rebound.

See More On: Mutual Funds

December 11, 2007

Forget Taxes. Buy Stock Funds Now

You miss potential stock market gains if you wait to buy funds that pay out taxable gains this month.

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December 4, 2007

Make Money in a Bear Market

Bear markets feel horrible, but, believe it or not, they actually help most investors build wealth.

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November 27, 2007

Buy the Manager, Not the Fund

One newsletter editor bases his picks on the performance of the person running the fund rather than the fund itself.

See More On: Mutual Funds

November 20, 2007

Selected American Shares Hanging Tough

This Kiplinger 25 fund is having a subpar year, but it still is one of the best you can buy.

See More On: Mutual Funds

November 13, 2007

Cut Risk With Convertible Securities

These obscure investments are ideal for this market because they offer a great way to earn stock-like returns with much less risk.

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November 6, 2007

Housing Bust Not Over Yet

The residential real-estate decline still hasn't hit bottom. Until it does, avoid REITs and don't buy a home.

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October 30, 2007

Fidelity Tries a Team Approach

Fidelity's chairman still relentlessly pushes change. The latest: Employing a big team of managers to run funds.

See More On: Mutual Funds

October 23, 2007

Emerging Markets Skyrocket

It's not too late to make money here, but be careful. We show you where and how to invest in this volatile sector -- and which emerging-markets funds you should avoid.

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October 16, 2007

What the 1987 Crash Means Today

I sold all my stocks just before the 1987 crash. But the aftermath taught me a valuable lesson: Long-term investors should buy and hold stocks -- not try to time the market.

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October 9, 2007

Buy This Fund Now

Champlain Small Company, a gem of a fund, will close to new investors October 15. Here's why you should invest -- now.

See More On: Mutual Funds

October 2, 2007

The Two Best Green Funds

Looking to profit from the environmental revolution? Here are two funds in which you won't have to choose between investing in a principle and making money.

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September 18, 2007

The Two Best Funds for This Market

Now that large-cap-growth stocks have revived, they will likely remain popular, perhaps for years. Here are two great ways to play their resurgence.

See More On: Mutual Funds

September 11, 2007

Shelter From the Storm

Leuthold Asset Allocation fund offers a fine way to lower risk when stocks sink. It might be just the thing for this market.

See More On: Mutual Funds

September 4, 2007

Time to Bail on Oakmark Select?

A series of mistakes has led to subpar performance from fund manager Bill Nygren. It may be time to abandon ship.

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August 29, 2007

Ride the Oil Boom

The potential for more chaos in the Middle East means oil and natural gas prices aren't going to stay down for long. Take advantage of the selloff in this sector -- now.

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August 21, 2007

More Bad News Ahead?

As the subprime mess deepens, the economy is sure to weaken, although it should avoid entering into a recession, says the co-manager of Loomis Sayles Bond. That will likely mean more troubles for stocks and all but the safest kinds of bonds.

See More On: Mutual Funds

August 14, 2007

The Market's Bad Breadth

Market technician James Stack forecast the stock selloff based on its breadth -- the large number of stocks falling even as the market was setting record highs. He thinks we're in for a "garden-variety" bear market.

See More On: Markets

August 6, 2007

Five Funds for Smoother Sailing

If the market's volatility is getting to you, now is the time to trade in your high-risk funds for lower-risk replacements. Here are five super funds that keep risk in check.

See More On: Mutual Funds

July 30, 2007

Time to Sell Stocks?

No one can time the stock market, but Steve Leuthold has a better forecasting record than most -- and he recently turned bearish. It's okay to sell some stocks, but don't overdo it. Better yet, move to higher-quality stocks and bonds.

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July 24, 2007

Bonds Head for Big Trouble?

Seven weeks ago, risky assets of all types were priced for perfection. Now they're starting to fall, and the decline should accelerate. Meanwhile, expect the dollar to continue to weaken and energy prices to remain firm.

See More On: Mutual Funds

July 17, 2007

Why Trading Costs Matter

Stock trading by fund managers can weigh on a fund's performance -- or it could give it a boost. Understanding the basics of trading costs can make you a better fund investor.

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July 10, 2007

Newcomer Gets Lead Role

T. Rowe Price is promoting Rob Bartolo to run its flagship Growth Stock fund. He has big shoes to fill.

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July 2, 2007

Investors Have Cause for Optimism

Look beyond today's depressing headlines and load up on stocks of large, growing companies.

See More On: Mutual Funds

June 26, 2007

Trim Your Winners

Some market sectors have become extremely overpriced. It's time to sell these stocks.

See More On: Mutual Funds

June 19, 2007

The Trillion-Dollar Fund Company

Can American Funds overcome its heft and continue to perform well? Don't bet against it. This unusually creative company has, in essence, cloned itself to deal with its size.

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June 12, 2007

The Coming Chinese Crash?

It's a matter of when, not if. And when things turn sour, we'll feel it here in the U.S.

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June 5, 2007

Bush and Cheney: Cautious to a Fault as Investors?

The President and Vice-President stash the bulk of their money in low-risk investments. But with more money in stock funds, they could build larger fortunes to give to charity or other causes.

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May 30, 2007

Get a Smoother Ride With Convertibles

You don't need to understand all the complexities of convertible securities to dial down your portfolio's risk with a good convertible fund. Fidelity Convertible Securities is the best in the class.

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May 22, 2007

Want to Win at Fund Investing? Learn From Longleaf

Even though Longleaf Partners is closed to new investors, you can learn a lot about how to pick funds -- and stocks -- from the fund and its managers. Co-manager Staley Cates gave me a rare interview.

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May 15, 2007

The Only Three ETFs You Need

More than 500 ETFs are now on the market, and you can ignore most of them. To keep your investing simple and successful, stick to these three ETFs.

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May 8, 2007

A Good Green Fund

It's a risky fund, but Winslow Green Growth has a fine record and a veteran manager who does a good job of picking small, fast-growing "green" companies.

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May 1, 2007

Bridgeway Bounces Back

After a lousy 2006, Bridgeway Aggressive Investors 2 is once again leaving competitors in the dust. But stay away unless you're willing to tolerate this terrific fund's ups and downs.

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April 17, 2007

A Great Fund

Wintergreen fund is better than 99% of hedge funds -- and it's relatively low risk. But you'll pay a price for its performance.

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April 10, 2007

Pay Investment Taxes With a Smile

Taxes on mutual fund distributions are irksome, but you save little by postponing them -- unless you can put them off for a decade or longer. What's more, capital-gains tax rates are almost certain to rise in coming years.

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March 30, 2007

Jean-Marie Eveillard Returns to First Eagle

The famed French-born value manager is again running his old fund -- though he won't stay long. He shares some fascinating insights on the markets.

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March 27, 2007

Great Retirement Funds

Target-retirement funds may be the best idea ever for most 401(k) investors. Still, some retirement funds are a lot better than others.

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March 20, 2007

A Superb Small-Cap Fund

Small caps are overpriced after a huge run, but you shouldn't abandon them entirely. Perritt Emerging Opportunities is one of the best no-load funds that specializes in these stocks and is open to new investors.

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March 14, 2007

Oil Boom Runs Out of Gas

Energy prices appear to have leveled off. They're likely to stay flat for a time. At least that's the prediction of Charles Ober, the prescient manager of T. Rowe Price New Era.

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March 6, 2007

Volatility Is Back

Stocks will likely see greater ups and downs than in recent years. And last week's turmoil could well presage a long-awaited shift away from riskier stocks and toward stocks of large companies.

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February 27, 2007

Really Simple Investing

You can do all your investing with just three index funds that require no monitoring whatsoever. For those with other things to do, this article tells you all you need to know about investing. Really.

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February 20, 2007

Tough Times for Fidelity

The performance of Fidelity's stock funds in recent years has left much to be desired. But results should improve as the firm undertakes a massive restructuring.

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February 13, 2007

Investing in Fun

Manager Mark Greenberg makes a compelling argument for investing in leisure stocks: As people gain wealth, they spend more on their wants rather than their needs.

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February 6, 2007

Will REITs Crash?

After five years of scorching returns, REITs scare me. But Jason Wolf, an analyst on my favorite real estate fund, Third Avenue Real Estate Value, thinks a return to modest returns is more likely than a selloff.

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January 30, 2007

Heartland and a Matter of Trust

Heartland Value has a long and distinguished record. But for years its sponsor has been battling SEC allegations that it inflated securities prices. Until those charges are resolved, investors best be careful.

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January 23, 2007

New Fund From a Master

Tom Marsico's firm has launched a high-yielding fund that invests in companies of all sizes. Plus: Why Marsico is pound-the-table bullish on stocks.

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January 16, 2007

The Four Best Fund Managers

These managers are all different, but they have one quality in common: excellence. They're the ones to trust with your investments over the long pull.

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January 10, 2007

Muhlenkamp Is Still a Great Fund

When bad years happen to first-class funds, it's often time to buy. That's the case with Muhlenkamp fund.

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January 2, 2007

Five Great Funds for 2007

Funds that specialize in blue chips -- large, growing companies -- are poised to shine. And strong managers make a world of difference. Here are my favorite picks.

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December 26, 2006

Unload Losing Funds Now

Sell your losing funds before New Year's. Dump high-expense funds, asset-bloated funds, gimmicky funds and funds that took too many risks during the tech bubble.

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December 19, 2006

What the Market Taught Us in 2006

Trends often continue in the market long after they cease making sense. That's what happened in 2006 as small caps and value stocks excelled -- again.

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December 12, 2006

Where to Find Good Funds

The best place to find superior funds is at companies that specialized in mutual funds -- not at banks, insurance companies and other financial conglomerates. Below are some of the best fund firms.

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December 5, 2006

2007 Outlook: Bet on Stocks

More than four years into the bull market, investors haven't gotten over the horrendous 2000-02 bear market. It's time to move on.

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November 28, 2006

A Second Act for Bob Markman

Fund manager Bob Markman was once inducted into Kiplinger's Hall of Shame. But he's overcoming ice-cold performance in the 2000-02 bear market with four sizzling years in a row. Is it enough?

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November 21, 2006

Julius Baer's Other International Equity Fund

Julius Baer International Equity II A is almost as good as its near clone, Julius Baer International Equity A, which is closed to new investors.

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November 14, 2006

Catch This Great Value Fund Now

Despite one of the best long-term records among large-company value managers, Excelsior Value & Restructuring fund still remains largely undiscovered. But note that manager David Williams will probably remain at the helm only through 2008.

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November 7, 2006

A Tortoise That Finishes First

SSgA International Stock Selection may never lead the pack. But its steady approach has added up to superior long-term results.

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October 31, 2006

How Investors Actually Fare in Mutual Funds

Too often, fund investors chase past performance only to hurt themselves in the end. Ground-breaking data from Morningstar takes a close look at this topic.

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October 23, 2006

A Rare, Old-Fashioned Fund

Hodges fund invests wherever the father-and-son managers find opportunity.

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October 17, 2006

Masters' Select Funds Flounder

Returns this year for the Masters' Select funds are poor. But this looks like a case of top-flight managers hitting a rough patch. I think it's an ideal time to buy.

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October 10, 2006

Fidelity's Favorite Funds

Take a look at the non-Fidelity funds that Fidelity likes. Many are familiar, but there are some surprises.

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October 3, 2006

Bigger Is Better

While profits of large companies have been surging, their stocks have produced disappointing results. That's finally changing. It's time to increase your holdings in the behemoths.

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September 26, 2006

Energy Still Spells Opportunity

Even though the short term looks bumpy, you can still make money in energy stocks. Avoid investing directly in the commodities, though, whether through futures or funds.

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September 19, 2006

Water: Liquid Gold

As emerging markets expand, demand for clean water is accelerating. There are some interesting stocks to explore -- and one peculiar ETF.

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September 11, 2006

Five Years After 9/11

Investments are hardly the first thing that springs to mind on the anniversary of the terrorist attacks. But the disaster holds lessons for investors. Most important: Don't base your decisions on world affairs -- however horrible they might be.

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September 6, 2006

Emerging Markets Grow Up

Emerging markets were such wretched performers for much of the 1990s that they earned the sobriquet submerging markets. But today, you bypass emerging markets at your peril. Plus, the best funds to own.

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August 28, 2006

Found: A Great Small-Cap Opportunity

One by one, the best small-company funds have closed their doors to new investors. New investors have had to settle for less-than-perfect alternatives. But here's a hidden gem.

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August 22, 2006

Don't Be Fooled by Money-Market Yields

The yields on money market funds look enticing. But the better choice for your conservative money now is a high-quality short- or intermediate-term muni fund.

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August 15, 2006

Short-Term Performance Is for Losers

Whether you're picking mutual funds or investment newsletters, last year's performance is worse than worthless. Focus on long-term performance -- ten years is best. Investment newsletter guru Mark Hulbert shows you why.

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August 8, 2006

Time to Buy Bill Miller

Legg Mason Value's record of beating the S&P 500 for 15 straight calendar years is imperiled, thanks to horrible performance so far this year. But the best time to buy this fund is when it's sagging.

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August 3, 2006

Wretched Excess Hits ETFs

More and more exchange-traded funds are being brought public, but few are worthy of your money. Many invest in narrow industry segments, and some charge high expense ratios. Still, many ETFs are compelling. Here's how to find the remaining good ones.

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July 25, 2006

Should You Jump Into Longleaf?

Longleaf Partners International, which recently re-opened, is an intriguing fund from a first-class fund firm. But it has been hurt by its policy of hedging much of its exposure to foreign currencies.

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July 18, 2006

A Real Estate Fund for Now and Later

Third Avenue Real Estate Value is arguably the best fund investing in real estate stocks. And good news: The fund has reopened to new investors.

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July 11, 2006

An Extraordinary Investor

An investor discusses how he achieves remarkable returns -- and lessons he's learned.

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June 6, 2006

Janus Takes Big Risks Again

The Denver fund firm loads up on emerging markets.

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May 26, 2006

Where Is the Market Headed?

The bears aren't taking over, but change is ahead. The market's recent stumble could signal an important shift in leadership. Here's how to protect yourself -- and take advantage.

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May 23, 2006

Happy Employees, Happy Stocks?

The manager of Excelsior Equity Core fund uses an unusual tool for picking stocks: He looks at how well a company treats its employees.

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May 16, 2006

A Second Look at a Promising Fund

It's time to reassess FMI Focus fund. It's slimmed down to a more reasonable size, and its managers are pursuing more mid-cap stocks.

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May 9, 2006

The Appeal of Biotech

The manager of Eaton Vance Worldwide Health Sciences discusses the outlook for pharmaceutical and biotech stocks and names some promising firms.

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May 2, 2006

Bill Miller Is Still the Master

Although returns on his Legg Mason Value fund have been sagging, this shrewd money manager hasn't lost a step.

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April 25, 2006

Coal Burns Brightly

High energy prices have helped cleaner-coal technologies gain momentum. Coal is cheaper than oil -- and demand will likely increase.

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April 18, 2006

Why Quality Stocks Make Sense Now

Rising long-term interest rates change the picture for investors. Among other things, larger, more stable stocks should become more appealing. Read some suggestions for fund investors.

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April 11, 2006

A Cool Start for Wintergreen Fund

David Winters's new mutual fund has much of the flexibility of a low-risk hedge fund. So far, the fund has performed respectably.

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April 5, 2006

The Endless Rise of Energy Stocks

Energy and industrial-materials stocks continue to lead the S&P 500. How long does this go on? The manager of T. Rowe Price New Era offers his ideas.

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March 28, 2006

Kiplinger 25: What's In, What's Out

Each year present our favorite funds. Here's why some funds have been eliminated from our recommended list and why others have been added.

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March 21, 2006

Don't Give Up on the S&P 500

Funds that mirror Standard & Poor's 500-stock index aren't putting up inspiring performance right now. And new approaches to indexing are cropping up to capture investors' attention. Still, it's hard to argue with the tried and true.

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March 14, 2006

A Small-Cap Alternative

Sometimes you have to look past the obvious to find what you want. With slim pickings remaining among small-cap funds, RS Value -- a first-class mid-cap fund -- looks like the next best choice.

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March 7, 2006

Pressure on the Dollar

The sages at Loomis Sayles Bond predict a weaker buck and a stronger Chinese yuan.

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February 28, 2006

Big-Picture Stock Picking

Tom Marsico, manager of Marsico Growth fund, spends a great deal of time identifying promising economic trends. Find out which themes are driving his individual stock selections now.

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February 21, 2006

Getting It Right With Computer Screens

The manager of Bridgeway Aggressive Investors 2 has racked up an impressive record over the past few years by using closely guarded computer models to pick stocks.

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February 14, 2006

Keen on Green

Winslow Green Growth fund is a rare discovery -- a top-performing small-cap fund that is also socially responsible. Its lead manager discusses some of his favorite eco-friendly companies.

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January 31, 2006

Insights From a Superstar Manager

Bill Miller, manager of Legg Mason Value fund, has beaten the S&P 500 a record-shattering 15 years in a row. His recent letter to shareholders discusses his strategy -- and why it works.

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January 24, 2006

Best Names From Raymond James

This brokerage's annual favorite-stocks list has an exceptional record. The analysts explain what's so appealing about their top picks for 2006.

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January 17, 2006

Playing the Chips

Chris Davis and Ken Feinberg, managers of Selected American Shares, are bullish on blue-chip growth stocks. Find out some of their favorites.

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January 10, 2006

Now's a Good Time to Tiptoe Into Emerging Markets

The best is yet to come for China, India and other developing countries. But don't jump with both feet into their hot markets. Instead, ease into the compelling long-term opportunities -- perhaps through one of these two mutual funds.

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January 3, 2006

A Brighter Outlook for Stocks

Many investing strategists are too pessimistic about the stock market for the long-term. No, we won't see stocks rising 15% to 25% annually any time soon. But companies are awash in cash they can use to increase their dividends or buy back shares --

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February 22, 2005

Four Top Performing Newsletters

Mark Hulbert has been rating investing newsletters for more than 20 years. Now he's naming the decade's top performers.

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