In his latest article for Forbes.com, Validea CEO John Reese takes a look at five high-dividend-paying stocks that could get a boost from the recent extension of the Bush-era tax credits. “By extending the 15% cap on qualified dividends for two more years, the proposal could mean a boost in some firms’ dividend payouts, and [...]
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Archive | December, 2010
Hulbert: Sentiment Jump Cause for Concern
December 17, 2010
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Newsletter tracker Mark Hulbert says market sentiment has gotten “disturbingly high”, which could mean trouble for the market, in the shorter term, at least. “The Wall of Worry that existed as recently as earlier this month has now largely disintegrated — and given way to the veritable Slope of Hope on which market declines typically [...]
Read moreSonders: Falling Correlations a Good Sign; Sees Front-Loaded 2011 Gains
December 16, 2010
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Charles Schwab Chief Investment Strategist Liz Ann Sonders sees strong, front-loaded gains for the market in 2011, and says that fundamentals should become more important with correlations between asset classes beginning to fall. “Correlations are starting to come down. It’s a function of where we are in the economic cycle and the market cycle,” Sonders, [...]
Read moreKass Turns More Bearish
December 16, 2010
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Columnist and money manager Doug Kass, whose track record of market calls in recent years has been very strong, says a variety of factors have him turning more bearish. “Within the context of an overbought and overloved equity market, the rapidity of the rise in interest rates is but one of the accumulating factors that [...]
Read moreThe Enemy Within: 10 Common Mistakes Investors Make
December 15, 2010
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More often than not, an investor’s worst enemy is his own brain. A myriad of behavioral biases to which we, as human beings, are predisposed are constantly threatening to knock investors off the track to success. In a recent interview with AOL’s Daily Finance, Meir Statman, a pioneer in the field of behavioral finance, outlines [...]
Read moreGuru Strategy Rating Changes: Best Buy Rising, Home Depot Falling
December 15, 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. Among the big names: Best Buy and Home Depot.
Read moreHeebner, Doll: U.S. Is Place to Be
December 15, 2010
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Ken Heebner, whose CGM Focus fund has one of the better long-term track records around, and Blackrock’s Bob Doll both are sounding positive on the U.S. market. In an interview with CNBC, Heebner says he “continue[s] to be invested with the expectation that the economy’s going to be growing for several years, and this will [...]
Read moreRitholtz’s Three Picks for 2011
December 14, 2010
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Top strategist Barry Ritholtz recently offered his top three picks for 2011 in an interview on CNBC. Ritholtz is keying on an unloved banking giant, a coal producer, and a Canadian oil and gas firm.
Read moreBuckingham Likes High-Yielders
December 14, 2010
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Top value manager John Buckingham of Al Frank Asset Management is high on high-dividend stocks right now. Buckingham recently discussed several of his top high-yield picks with CBS MoneyWatch, highlighting firms from a variety of different sectors that have yields of about 5% or more. Among the picks Buckingham discusses are Verizon Communications and United [...]
Read moreSiegel: QE2 Is Working
December 14, 2010
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Author and Wharton professor Jeremy Siegel says the Federal Reserve’s quantitative easing policies are working, despite recent increases in Treasury bond yields. Siegel tells Bloomberg that Treasury rates have been rising because of increased confidence in the economy and a decrease in risk aversion, which are positives. He also says that the Fed will have [...]
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