Wells Capital Management Chief Investment Strategist James Paulsen says U.S. consumers and the U.S. economy are being more resilient than many think. Paulsen also tells Bloomberg that he’s high on industrial stocks, technology stocks, and emerging market stocks, which he thinks have been beaten down too far by investors.
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Archive | August, 2011
How the AAA Firms’ Stocks Stack Up
August 31, 2011 
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In his latest column for Canada’s Globe and Mail, Validea CEO John Reese takes a look at how some companies with top credit ratings look as possible investments. Following the U.S.’s credit downgrade by Standard & Poor’s, S&P also downgraded several insurance companies tied to the U.S. markets, Reese notes. “The downgrades and changes in […]
Read moreGuru Strategy Ratings: Shell Rising, Disney Falling
August 30, 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 moreStocks Pricey and Risky — But Shouldn’t Be Avoided, Shiller Says
August 30, 2011 0 Comments
Yale Economist Robert Shiller says he thinks stocks “look highly priced, but not super highly priced”. In an interview with Consuelo Mack on WealthTrack, Shiller says the market’s 10-year price/earnings ratio (which averages earnings over the past ten years) has historically averaged about 15; lately, it’s been around 20. But Shiller says it’s “not too […]
Read moreTop Fund Manager Putting Cash To Work
August 29, 2011 0 Comments
Steven Romick, who has been one of the U.S.’s top mutual fund managers for over a decade, says he’s tilting his portfolio toward larger firms with international, non-dollar exposure. Romick tells Barron’s that he’s been buying stocks in the past few weeks as markets have struggled. But, he adds, “this isn’t a time to put […]
Read moreMobius: EMs Offer Safety — If You Diversify
August 29, 2011 0 Comments
Templeton Asset Management’s Mark Mobius continues to say that emerging markets should be a safe haven for investors, but he stresses that a diversified approach to EMs is key. “A whole picture globally is that emerging markets will be the safest play,” Mobius tells The Economic Times. “Why? Because they are growing at three times […]
Read moreTilson & Heins on Staying Disciplined
August 26, 2011 0 Comments
Warren Buffett has said that investing is simple, but it’s not easy, and in their latest Kiplinger’s column, value investors Whitney Tilson and John Heins explore that subject. “In The Little Book That Beats the Market, published in 2005, star money manager Joel Greenblatt describes a ‘magic formula’ for success that ranks stocks based on […]
Read moreReese: Look to Dividend Stocks, Not Treasuries
August 26, 2011 0 Comments
In his latest article for Forbes.com, Validea CEO John Reese says that dividend-paying stocks — not Treasury bonds — are a good place to look for yield in the current market environment. With investors flocking to the perceived safety of Treasury bonds amid the U.S.’s economic fears, yields on Treasuries have plunged. “Annual returns of […]
Read moreBogle Sees Stocks Outperforming Bonds
August 25, 2011 0 Comments
Vanguard Founder Jack Bogle says the odds are “very, very much in favor of stocks” outperforming bonds over the next decade, but also says investors might want to take a bit of risk off the table. “I would say given the dire outlook for the U.S. economy, unless our Congress can get its act together, […]
Read moreFocus on Dividends, Siegel Says
August 25, 2011 0 Comments
Wharton professor and author Jeremy Siegel says dividend-paying stocks — not Treasury bills, which he says are back in “bubble” territory — are the place investors should look for yield. “Despite the slow growth over the past decade, U.S. corporations, as typified by those in the S&P 500 Index, have been making record profits by […]
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