In his latest MarketWatch column, Mark Hulbert provides some interesting data on how the best — and worst — market-timers are viewing the current stock landscape. “There is today virtually no difference in the consensus stock market forecasts among the best stock market timers and among the worst,” Hulbert says, looking at the average equity [...]
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Archive | December, 2009
Heebner: Wind’s at Investors’ Backs
December 17, 2009
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Kenneth Heebner, whose CGM Focus fund has lagged in 2008 and 2009 but remains far ahead of the market for the long term, says that investors shouldn’t worry about a double-dip recession, and that they have the wind at their backs heading into 2010. “What you have here is a situation where you have low [...]
Read moreWhat Would Buffett Buy? Try Retail
December 16, 2009
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What types of stocks might be on Warren Buffett’s Christmas list this year? Michael Brush of MSN.com says one area of the market that fits the bill is retail, and he uses data from Validea’s Buffett-based screener to back it up. Brush notes that Buffett has already been adding to his retail stake, with his [...]
Read moreCohen, Doll & Bogle Weigh In
December 16, 2009
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In an interview with CNBC, three top equity strategists — Abby Joseph Cohen, Bob Doll, and John Bogle — offered their takes on where the market and economy are headed in 2010. Here’s a brief summary of each of their outlooks. Cohen (President, Goldman Sachs’ Global Markets Institute): Cohen says she expects GDP growth of [...]
Read moreGuru Strategy Ratings: Healthcare Firms on the Move
December 16, 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. Among the movers are several healthcare companies.
Read moreTop Newsletter Editor: Trend Is Still Up
December 15, 2009
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Michael Cintolo of The Cabot Market Letter — which has an excellent track record over the past decade — says that the stock market for the moment remains range-bound, but that investors should stay bullish. “The market continues to trade in a very tight range, though stocks have been ‘leaning higher’ in recent days, a [...]
Read moreSchwab Chief: Don’t Bypass Financials
December 15, 2009
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While a good amount of fear is still hovering over the financial sector, Jeff Mortimer, chief investment officer at Charles Schwab Investment Management, says that investors would be wise to include a significant amount of financial stocks in their portfolios in 2010. “What I worry about [for] the individual investor is that they are underweight, [...]
Read moreArnott, Inker: Tough Finding Values in Stocks — or Bonds
December 14, 2009
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With a variety of assets — from stocks to bonds to gold — up significantly this year, two top asset allocation strategists are urging a conservative approach heading into 2010. “There isn’t that much to be excited about,” GMO’s Ben Inker tells the Associated Press. “It’s going to be tougher in 2010, because we’ve had [...]
Read moreRitholtz, Muhlenkamp Talk Markets
December 11, 2009
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Barron’s assembled several top strategists for a recent round table discussion of where the markets are headed as 2010 nears. Among those participating were Fusion IQ’s Barry Ritholtz, and mutual fund manager Ron Muhlenkamp, both of whom offered some interesting thoughts. Ritholtz says he thinks we are in a “cyclical bull market rally within a [...]
Read moreRogers Buying Dollars — for Now
December 11, 2009
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Commodities guru Jim Rogers has been very down on the long-term prospects for the dollar for some time. But in the short term, he’s actually buying the U.S. currency. Rogers tells Yahoo! Tech Ticker why he’s doing so, and talks about the global currency market crisis that he sees coming in the next year or [...]
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