Wells Capital Management Chief Investment Strategist James Paulsen says corporate leaders are now feeling more confident in the economy, and he expects they’ll be acting more aggressively in putting cash to work. Paulsen tells CNBC that he thinks the biggest accelerant of growth will now be a “slow but steady rise in both consumer and […]
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Archive | January, 2011
Fisher Likes Large Caps — Really Large Caps
January 28, 2011 
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In an article in London’s Telegraph, Kenneth Fisher offers an interesting take on large-cap stocks. “I think the time of small-cap dominance is over,” Fisher said. “There will be a switch to large caps — although it won’t be a fast one, more like a dimmer switch.” Large-cap stocks have underperformed smaller stocks for some […]
Read moreNormally Bearish, Top Forecaster Now Sees Good Times for U.S.
January 28, 2011 0 Comments
An economist who foresaw the Asian crisis back of 1998, the Internet bubble of the early 2000s, and the recent housing bubble has a very upbeat view on the U.S. economy for 2011. Author and University of Chicago Professor Emeritus Robert Z. Aliber is predicting that the U.S. economy will grow between 4.5% and 5% […]
Read moreMuhlenkamp “Near Fully Invested”
January 27, 2011 1 Comment
In his year-end letter, Ron Muhlenkamp says that, after being cautious for most of 2010, he gained confidence in the U.S. economy toward the end of the year and is now “near fully invested”. In the U.S., Muhlenkamp says the extension of the Bush-era tax cuts should help increase employment, but he also says state […]
Read moreShiller: U.S. & European Markets Overvalued
January 27, 2011 0 Comments
Yale economist Robert Shiller says he thinks U.S. and European stocks are overvalued. “I would say the market is overpriced based on fundamentals,” Shiller tells CNBC. “The Dow [reaching] 12,000 doesn’t stimulate me to excitement.” Shiller also says the housing market is “inherently psychological”, and says he thinks we may see a renewed downtrend in […]
Read moreA Guru-Inspired Look at Top Canadian Stocks
January 27, 2011 0 Comments
In Canada’s Globe and Mail, David Parkinson takes a look this week at Validea Canada’s guru-inspired investment strategies. “One of the problems with pursuing a specific investing strategy — even one supported by the proven successes of one of the most revered investing minds on the Street — is that it rarely works best in […]
Read moreGrantham on Commodities, The Presidential Cycle & What Whale Sightings Mean for Investors
January 27, 2011 0 Comments
GMO’s Jeremy Grantham has released his fourth-quarter 2010 letter to shareholders, and Part I of his always-intriguing commentary is filled with short-term bullishness and long-term bearishness. “Be prepared for a strong market and continued outperformance of everything risky,” Grantham writes, citing stimulative Federal Reserve policy and the fact that we’re in the third year of […]
Read moreRoundtable: Gabelli, Gross, Faber, and Others Weigh In
January 26, 2011 0 Comments
Barron’s recently published the first part of its annual roundtable, with ten strategists — including Bill Gross, Mario Gabelli, Abby Joseph Cohen, and Marc Faber — offering their takes on what to expect in 2011. Overall, the strategists offered a bifurcated view, with most seeing good times for the economy and stock market in the […]
Read moreGuru Strategy Rating Changes: McDonald’s Rising, GE Falling
January 25, 2011 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: McDonald’s, General Electric, and General Dynamics.
Read moreECRI Chief: Stop Calling Recovery “Fragile”
January 25, 2011 0 Comments
Lakshman Achuthan, the managing director of the Economic Cycle Research Institute, says a consumer revival is providing a big boost to the economy, and says the recovery is no longer “fragile”. Achuthan, whose group has a solid track record of predicting economic shifts, tells Bloomberg that the economy’s “immune system” is “quite robust” right now, […]
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