Constance Gustke, NBR, CNBC.com’s Posts

The U.S. population is getting grayer. Learning how to profit from an aging demographic can be a minor form of consolation set against time’s merciless tick-tock. Playing population trends is a foundation for many investable themes—for example, the population boom in the developing world and the rise of its consumer class. The so-called gray wave …

Big, cash-rich technology companies are drawing intense scrutiny these days from frustrated shareholders and activist investors, but they also have found some new fans. Take famed Oakmark Fund manager Bill Nygren. He thinks the market is undervaluing technology stocks—or, at least, looking at some of the bigger names through the wrong lens. They look a …