PIMCO’s Bill Gross is known as the “bond king”, but he tells CNBC that he expects stocks will fare better than bonds in the next few months. “I think stocks,” Gross said when asked whether stocks or bonds will outperform over the next three months. “Let’s suggest that the economy looks good, that risk assets [...]
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Archive | March, 2010
Miller High on Healthcare, Tech, Financials
March 23, 2010
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Bill Miller, whose Legg Mason Capital Management Value Trust is continuing its strong rebound this year, says the new healthcare legislation will mean good times ahead for attractively priced stocks in the sector. “The political benefits of the healthcare reform will come first, and the more painful aspects such as higher taxes will come later,” [...]
Read moreBiggs: It’s Never Different
March 23, 2010
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While some say we’ve entered an economic and investing world in which things are “different this time”, hedge fund guru Barton Biggs tells Bloomberg that “the world is never different”, and that fearful investors will eventually come back to stocks. Biggs says human nature, fear, and greed will continue to drive markets going forward, as [...]
Read moreGuru Strategy Rating Changes: Commodity, Financial Stocks on Move
March 23, 2010
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Each week, we take a look at which stocks John Reese’s 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 John’s strategies have upgraded or downgraded today. A number of commodity-related and financial stocks are among the movers.
Read moreConsumers Show Resilience, and the Gurus Reap the Benefits
March 22, 2010
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Throughout the Great Recession and the ensuing turnaround that began in mid-2009, many analysts and pundits have said not to expect the economy to get much help from the U.S. consumer. Hamstrung by debt and at the mercy of a weak job market, Americans are going to save more and spend less, the theory goes. [...]
Read moreWhat to Expect in a Bull’s Second Year
March 22, 2010
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With the bull market having recently hit its one-year anniversary, MarketWatch’s Jonathan Burton says investors might want to look to history for clues about what to expect in what will, hopefully, be Year Two of the bull. “This next year, history may not repeat itself, but as Mark Twain quipped, it could rhyme,” Burton writes. [...]
Read moreHow to Buy Like Buffett & The Gurus
March 22, 2010
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In a new piece for Barron’s, Mike Hogan details how investors can learn to invest like Warren Buffett, Benjamin Graham, and other investing greats through Validea.com’s guru-based research system. “If you’d like to get in on some of Berkshire [Hathaway]‘s future gains but don’t have the $125,000 price of a ticket, you can, at least, [...]
Read moreThe 10-Year P/E & Portfolio Strategy
March 19, 2010
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In a recent piece for Advisor Perspectives, Keith C. Goddard, CFA, presents some intriguing data on how investors might use the 10-year “Shiller” P/E ratio to adjust their exposure to equities. In the article, Goddard measures the distributions of returns that have followed various starting-point valuation levels in the stock market using the 10-year P/E, [...]
Read moreTilson & Heins on How the Mighty Fall
March 19, 2010
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At the heart of good stocks are good companies, and in their latest Kiplinger’s column Whitney Tilson and John Heins offer their perspective on what causes some companies to falter. Tilson and Heins do so in discussing the new book from Jim Collins, How the Mighty Fall. “Investors can gain a lot of insight from [...]
Read moreBiggs Still Bullish
March 19, 2010
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Top hedge fund manager Barton Biggs, who called the rally last year when many were shunning the market, remains high on stocks. “I’m bullish,” Biggs recently told Bloomberg Television. “Earnings are coming in very, very strong. The surprise is going to be how good economic growth is.” Biggs says he’s particularly high on emerging markets. [...]
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