Blackrock’s Bob Doll says a number of factors are pointing toward stocks grinding higher. In an interview with CNBC, Doll says one of those factors involves Federal Reserve policy. He thinks the probability of the Fed engaging in more quantitative easing has risen recently, and that is good news for the stock market in the […]
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Archive | September, 2010
Global Value Picks Buffett, Graham & Lynch Might Like
September 29, 2010 
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In his latest article for Forbes.com, Validea CEO John Reese says the high levels of fear in the market are creating a variety of opportunities around the globe for disciplined value investors. “A double-dip recession, tax hikes, a U.S. budget crisis, a European debt contagion — these are just a few of the fears now […]
Read moreEconomy Isn’t Out of Woods, Hussman Warns
September 29, 2010 1 Comment
While the National Bureau of Economic Research recently declared that the so-called Great Recession ended in June of 2009, John Hussman says that doesn’t mean the economic pain is over. In his latest market commentary for Hussman Funds, Hussman says that data cited by NBER itself shows that we may already be headed back into […]
Read moreGross: New Normal Is Real; Look Outside U.S. for Opportunities
September 29, 2010 0 Comments
PIMCO’s Bill Gross is standing by his contention that we’re in a “New Normal” for the economy and stock market, saying that investors shouldn’t expect double-digit returns from a stock/bond portfolio going forward. Gross tells CNBC that investors should look outside the U.S. for the best opportunities, keying on countries that have non-dollar currencies and […]
Read morePaulson: Buy a House — and then Buy Another
September 29, 2010 0 Comments
Hedge fund guru John Paulson is continuing to bet on big-time inflation hitting the U.S., and as a result is keying on equities, gold, and real estate. Forbes’ Robert Lenzner reports that Paulson, speaking at the University Club in New York, said double-digit inflation will hit by 2012, pounding the bond market and strengthening equities. […]
Read moreGuru Strategy Upgrades/Downgrades: Garmin Rising, Vodafone Falling
September 28, 2010 0 Comments
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. Among the big-name movers: Vodafone and Garmin.
Read moreFisher: New Normal Concept Is “Idiotic”
September 28, 2010 5 Comments
While many have been talking about — and fearing — a “New Normal” of slower growth for the U.S. economy and stock market, author and top money manager Kenneth Fisher says the notion is “idiotic”. Speaking at the Forbes Global CEO Conference in Sydney, Fisher said things aren’t so different this time around. “We are […]
Read moreTop Hedge Fund Manager Talks Strategy
September 24, 2010 0 Comments
David Tepper, president & founder of Appaloosa Management, has produced exceptional long-term returns as a hedge fund manager. In this interview with CNBC, he talks about why he got bullish on banks in early 2009 — with great success — and why Federal Reserve policy and other factors have him adding to his stock portfolios.
Read moreWinters Finding Value Around The Globe
September 23, 2010 0 Comments
Top value manager David Winters says he sees a bright future for the world, and sees “lots of undervalued securities” right now. He also says a key, overlooked economic indicator — rail car loadings — is giving bullish signals, and discusses some stocks he’s keen on.
Read moreSonders on Double-Dip Fears, Fed Policy
September 22, 2010 0 Comments
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she thinks it’s unlikely the U.S. will suffer a double-dip recession, and says the Federal Reserve’s talk of continued stimulative policy may be hampering the recovery. “While slowing, the economic engine continues to move forward,” Sonders says in her latest market commentary, written with Schwab’s Brad […]
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