Investors have been hearing for some time now about the hordes of cash being stashed on U.S. corporate balance sheets. In a recent column, The Wall Street Journal’s Jason Zweig explains a big part of why the cash stockpiles are so high — and why that cash might not be benefiting investors anytime soon. “U.S. […]
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Archive | February, 2011
Mauldin: Markets Overreacting to Middle East Unrest
February 24, 2011 
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John Mauldin says markets are overreacting to the turbulence in the Middle East. Mauldin tells Bloomberg that Libya is not a major oil provider for the U.S., and that “in the grand scheme of things all of this will pass”. He also says the unrest could actually have the odd effect of helping balance the […]
Read moreDreman Positions Portfolio for Inflation
February 24, 2011 0 Comments
David Dreman says stocks are generally cheap, but he’s still expecting that the U.S. will be jolted by a “really major dose of inflation” at some point down the line. “I’m not talking about at present — this could be two, three years out,” Dreman tells Forbes.com. “But I think we’re going to have a […]
Read moreShiller Sees “Substantial Risk” in Housing
February 23, 2011 0 Comments
Yale Economist Robert Shiller says he’s more worried about the housing market than colleague Karl Case. Shiller, who told reporters that he sees a “substantial” chance that real home prices will drop another 15% to 25%, discusses his outlook on Bloomberg. Shiller also talks about the broader economy, and says that the turmoil in the […]
Read moreYacktman Still Finding Value
February 23, 2011 0 Comments
While the market is up close to 100% over its March 2009 low, top value manager Donald Yacktman says he’s still finding bargains. “We have bought Apollo Group — a private universities company — and H&R Block, which does tax preparation work in the US,” Yacktman tells the Financial News. “While the market is a […]
Read moreGuru Strategy Rating Changes: Bristol Myers, Western Digital on Move
February 23, 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.
Read moreCase Talks Housing Market
February 22, 2011 0 Comments
Karl Case, co-creator of the S&P/Case-Shiller housing indices, talks about the recent housing data with Bloomberg. Case says it now appears the upturn in the housing market last year was a result of government subsidies. He discusses the factors impacting the market, and says that, while the market has been struggling, there are signs that […]
Read moreBerkowitz Talks Financials, Europe, and His Mistakes
February 22, 2011 0 Comments
In a lengthy joint interview with Advisor Perspectives and GuruFocus.com, Morningstar Fund Manager of the Decade Bruce Berkowitz offers his take on the market and several of his main holdings. Berkowitz, who went heavy into financial stocks after the financial crisis, says he remains confident in his financial holdings. “Loans created and underwritten since 2009, […]
Read moreRomick Keys on Large Caps, Cautiously
February 22, 2011 1 Comment
Top fund manager Steven Romick says large-cap stocks are offering better values than other options, and is positioning his portfolio to weather a pullback. “Large-cap companies are a much greater value, certainly than bonds,” Romick tells the Los Angeles Times, The Times says Romick has about 60% of his portfolio in stocks, “dominated by big […]
Read moreTop Fund Manager: Rethink International Investing
February 22, 2011 0 Comments
Mark Headley, who produced a strong track record with the Matthews Pacific Tiger Fund, says many American investors don’t have a good approach to international investing. Headley tells WealthTrack’s Consuelo Mack that while investors tend to take a solid long-term approach when it comes to U.S. stocks, they take a much more “flavor-of-the-month” approach to […]
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