Earlier this month, we highlighted how Dan Sullivan, editor of The Chartist, had moved all of his model portfolios into cash. The move was notable because over the past three decades, Sullivan has guided The Chartist to one of the best track records of all the market-timing newsletters Hulbert Financial Digest tracks. Now, however, Sullivan [...]
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Archive | July, 2009
For Once, Rogers Isn’t Shorting
July 22, 2009
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Commodity guru Jim Rogers thinks America is becoming a socialist nation and isn’t happy with Federal Reserve Chairman Ben Bernanke, but he’s also not sounding too bearish on the market. In an interview with Bloomberg today, Rogers said that he doesn’t have any big short positions for one of the few times in his life, [...]
Read moreBernanke on the Exit Plan
July 21, 2009
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There has been much speculation on what impact the government’s massive spending and lending programs will have on the economy and stock market, with fears of significant inflation at the forefront of the discussions. Today in The Wall Street Journal, Federal Reserve Chairman Ben Bernanke addressed those concerns, saying that he is confident the Fed [...]
Read moreGuru Rating Changes: Google Gets a Boost, Cisco Takes a Hit
July 21, 2009
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Each week, I take a look at which stocks my Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some of the stocks that my strategies have upgraded or downgraded today, with Google getting an upgrade and Cisco and Halliburton dropping down a notch.
Read more13 Stocks with Big Dividends — and the Fundamentals to Boot
July 20, 2009
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Earlier this month, The Wall Street Journal had an interesting piece on the challenges — and opportunities — facing income investors. Dividend payouts have dropped dramatically since the market made its big declines last year, with second-quarter S&P 500 dividends coming in $14.3 billion lower than they were a year ago — the largest drop [...]
Read moreShorting Now Too Risky for Some Top Hedge Fund Managers
July 20, 2009
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Some big-name hedge fund managers who made out shorting stocks last year now see major short positions as too risky, and are tilting their portfolios mostly — or completely — to the long side, Reuters reports. “Some hedge funds have already changed tactics and are simply buying cheap stocks, wary of getting burned if a [...]
Read moreZweig vs. Siegel on Long-Term Return Data
July 16, 2009
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The Wall Street Journal’s Jason Zweig is taking Jeremy Siegel to task for the data Siegel uses in his Stocks for the Long Run, an often quoted resource for buy-and-hold investors. Siegel’s book tracks stock returns back more than 200 years, to 1802, and shows how stocks have shown a remarkable tendency to revert back [...]
Read moreStudy: Young Investors Should Welcome the Bear
July 16, 2009
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Given that the past decade has been one of the worst ever for stocks, a lot of young investors may be wary of getting involved in equities. Wait until things get better, and then jump into stocks, the logic goes. But a new study by T. Rowe Price finds that those who begin investing in [...]
Read moreRodriguez on What to Do Now — and The Next Crisis
July 16, 2009
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In a recent interview with WealthTrack’s Consuelo Mack, First Pacific Advisors’ Bob Rodriguez talks about his current market outlook and strategy, why he thinks the government is fundamentally broken, and what he believes will be the next crisis to hit the economy. Rodriguez has an exceptional track record in both bonds and stocks, and was [...]
Read moreNygren’s Three Reasons to Buy Stocks Now
July 15, 2009
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In his recent mid-year market commentary, Oakmark Fund Portfolio Manager Bill Nygren says that he “continue[s] to believe that today’s long-term investors will increase their capital more by investing in stocks than by investing in other assets”, and that “the long-term return for stocks purchased today is likely to be higher than historical average returns”. [...]
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