Kenneth Fisher says he thinks U.S. stocks will outperform the rest of the world in 2011. In an interview with Bloomberg, Fisher also reiterates his belief that 2011 will be a year in which investors will benefit more from stock-picking than from trying to play macroeconomic trends. And he discusses specific sectors and countries, including [...]
Read more
Archive | January, 2011
Tilson: Housing Crisis Near “Seventh Inning”
January 14, 2011
0 Comments
Whitney Tilson, one of the few to warn of the housing bubble before it burst, says we are now around the “seventh inning” of the housing crisis. Tilson tells CNBC that he doesn’t think things will get a lot better anytime soon, but he also thinks it won’t get a lot worse, as the government [...]
Read moreHerro: “Outstanding Opportunities” Exist
January 14, 2011
0 Comments
In his latest shareholder letter, Morningstar’s International-Stock Fund Manager of the Decade David Herro says that he remains “convinced there are still outstanding opportunities for long-term investors”. “Not only have equities returned less than their long-term averages over the past 21 years, we view their valuations as quite compelling,” Oakmark’s Herro writes. “As of November [...]
Read moreSiegel Still Bullish
January 14, 2011
0 Comments
Wharton professor and author Jeremy Siegel says stocks look very attractive valuation-wise, and thinks the market will rise 10% to 15% this year. Siegel also tells Bloomberg that he thinks those buying gold now will be disappointed in five years, and that the major crises bears are waiting for, like hyperinflation, aren’t going to occur.
Read moreNygren on How to Crush the Market with a .200 Batting Avg.
January 13, 2011
2 Comments
People often thinks of great investors as nearly infallible geniuses who generate big returns year-in, and year-out. But in his latest letter to investors, Bill Nygren — whose Oakmark Fund has generated returns more than five times the broader market over the past decade — says that’s far from true. (A tip of the cap [...]
Read moreTwo Top Strategists Cautious on Economy, Bullish on Stocks
January 12, 2011
0 Comments
In the latest edition of Consuelo Mack’s WealthTrack, two top strategists — Blackrock Global Allocation Fund’s Dennis Stattman and ISI Group’s Ed Hyman — offered their takes on the economy and stock market. Both Stattman and Hyman say they have significant concerns about the U.S. economy, but both are bullish on stocks. Stattman, whose fund [...]
Read moreGross: Debt Has Consequences
January 12, 2011
0 Comments
PIMCO’s Bill Gross says Americans are not realizing the impact the country’s debt burden will have, and says stock investors should be looking elsewhere for strong returns. “The American hegemon knows no limits, it seems, when it comes to spending other people’s money for their own consumption,” Gross writes in his latest Investment Outlook on [...]
Read moreGuru Strategy Ratings: Coca-Cola Slides
January 12, 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: Coca-Cola.
Read moreEinhorn Talks Long & Short Strategy
January 11, 2011
1 Comment
In an interview with The Motley Fool, hedge fund guru David Einhorn recently offered some insight into his investment approach, along with some of his views on the current market. Asked how he comes up with investing ideas, Einhorn said, “Our ideas start with a story. Is the market missing something that we see? Once [...]
Read moreSonders “Very Optimistic” Heading into 2011
January 11, 2011
0 Comments
Charles Schwab Chief Investment Strategist Liz Ann Sonders, whose calls on the start and end of the “Great Recession” proved quite accurate, says she’s “very optimistic” heading into 2011. “I remain very optimistic, especially about the economy, as we start the new year,” Sonders recently wrote in commentary on Schwab’s web site. “I think the [...]
Read more
