Templeton Asset Management’s Mark Mobius says the U.S.’s debt issues have made emerging markets a safer bet than U.S. Treasuries and the dollar, and says he doesn’t think another global recession is coming anytime soon. “The debt crisis in the U.S. and Western Europe puts emerging markets in a very strong position because their debt […]
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Archive | July, 2011
Siegel and Shiller Debate the Debt Conundrum
July 28, 2011 
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How should the U.S. go about cleaning up its debt mess? In a recent interview with MarketWatch, two of the world’s top economic minds — Professor Jeremy Siegel of Wharton and Professor Robert Shiller of Yale — offered their takes. Siegel says Medicare is the big issue the government needs to address, and he doesn’t […]
Read moreSonders: Market Outlook Is Better than You Think
July 28, 2011 0 Comments
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she doesn’t think a double-dip recession is in the cards, and thinks the outlook for the market is good — even if growth is slow. Schwab tells Yahoo! Daily Ticker that valuations look good based on 2011 and 2012 earnings estimates. She also says she’s examined […]
Read moreDoll on the Debt Ceiling’s Impact on His Portfolio
July 27, 2011 0 Comments
Blackrock Chief Equity Analyst Bob Doll says he hasn’t sold any stocks because of the debt ceiling imbroglio, and he expects a deal will get done. “We’re going to have a massive circus,” Doll tells CNBC. “It’s not going to be fun. In the 12th, maybe 13th hour we get something done and we move […]
Read moreHow A Top-Performing Fund Manager Is Structuring His Portfolio
July 26, 2011 0 Comments
Top-performing mutual fund manager Dennis Stattman is high on energy stocks and unloved large-cap high-quality stocks, and says fast-growing markets like China, India, and Brazil also have his attention. Stattman, whose fund has had only three down years since its 1989 inception, tells WealthTrack’s Consuelo Mack that relative to other securities, stocks are a good option […]
Read moreHow to Find Growth Stocks that Keep Growing
July 26, 2011 0 Comments
Newsletter guru Jim Oberweis has found some gems in upstart growth plays like Baidu.com and Green Mountain Coffee Roasters, and in a recent interview with Forbes he explained how he finds such top growth picks. “Our methodology is focused on the premise that investors tend to underestimate how long growth companies can continue their growth […]
Read moreGuru Strategy Ratings: Pepsi Rising, Microsoft Falling
July 26, 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 moreECRI Chief Sees Growth Slowing in Second Half
July 26, 2011 0 Comments
Lakshman Achuthan of the Economic Cycle Research Institute, which has an exceptional track record of economic forecasting, says the economy is slowing in a cyclical fashion — not just because of short-term, anomalous issues like the Japanese earthquake and tsunami. Achuthan tells Bloomberg that he sees growth slowing in the second half of the year, […]
Read moreBig Returns in Small Stocks
July 26, 2011 0 Comments
In his latest article for Canada’s Globe and Mail, Validea CEO John Reese takes a look at his small-stock-focused Motley Fool-based strategy, which has returned 16.1% per year in its eight-year history in the U.S., vs. 3.5% for the S&P 500. “Just as analysts and institutional buyers (which are often too big to take a […]
Read moreGrantham: Resource Shortages Are Looming — Deal with Them Now
July 25, 2011 0 Comments
GMO’s Jeremy Grantham continues to warn about global resource shortages, saying in his new quarterly client letter that soil erosion and limited supplies of potash and phosphates “are the real long-term problems we face”. Grantham says we have the means and brain power to live sustainably. “The problem is with us and our focus on […]
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