3 reasons not to ditch Dodge & Cox International
Last fall Dodge & Cox International made big bets in the emerging markets and in economically sensitive stocks it considered undervalued, such as financials. By the end of 2008 the portfolio had sunk 47%, making it one of the worst-performing foreign large-value funds last year.
Why you should buy health care stocks now
With health care stocks cheap compared to the rest of the market, Tom Forester thinks that a bad-case scenario health care bill is already priced into the sector.
How to be an emotionless investor
It’s one of the truths of mutual fund investing: You buy the manager as much as the prospectus. So it pays to have someone you trust.
Living on Chinese stocks
Third Ave. Value Fund: (TAVFX) Manager: Marty Whitman Return since 12/01/08: 56%
A fund battles back: up 45% this year
Longleaf Partners Fund: (LLPFX) Managers: Mason Hawkins and Staley Cates Return since 12/01: 70%
Hunting for bargain-bin value stocks
Fairholme Fund: (FAIRX) Manager: Bruce Berkowitz Return since 12/01/08: 53%
Strategies for a slow-go market
Chances are, your 401(k) is looking a lot healthier these days, now that stocks have soared more than 40% in just the past six months. But don’t get too used to investing in the fast lane.
Investing in the ‘new normal’
Money manager Ron Muhlenkamp gets a lot of credit for his bold, macro-driven investing style, and he deserves it: His namesake fund has returned 9% annually over the last 15 years, 2% better than the S&P 500.
What’s next? Ask the bond market
When it comes time to plot out your investment strategy, you probably focus most of your attention on how equities are doing and pay scant attention to the inner workings of bonds. But ignore the fixed-income market at your peril.
Fidelity Contrafund open for business
Over the past decade, Fidelity Contrafund manager Will Danoff did something the stock market couldn’t: He made money, returning 2.3% a year. His fund also beat 95% of the portfolios that invest in large, fast-growing companies.
Adventurous mutual funds for uncertain times
Today’s market is particularly tough for individual investors. Stocks have been wildly volatile, bonds offer low yields, and the experts caution that even when the economy recovers, growth will be weak and inflation a threat.
Sweetening the dividend deal
You know that you’re supposed to invest with your head and not your heart. But the truth is, a thriving stock market requires a lot of faith – in the economy, in corporate America, and in the promise that your investments will make you money in the long run.