Sam Eisenstadt, who has a solid long-term track record of market calls, expects stocks to rise about 10% over the next six months but lose strength later in the year. Eisenstadt is the former research director at Value Line, Inc. When he retired in 2009, Value Line’s flagship publication was in first place for risk-adjusted [...]
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Archive | December, 2011
Forester Defensive But Still Finding Value
December 15, 2011
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Tom Forester, who has a stellar long-term track record and headed the only long-oriented stock fund to post a positive return in 2008, is again playing defense. But that doesn’t mean he’s shunning stocks — Forester still has about 80% of his fund in stocks. “If you just stay in money markets, you might miss [...]
Read moreSonders Sees U.S. Stocks Outperforming in 2012
December 15, 2011
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Charles Schwab’s Liz Ann Sonders, whose economic predictions have been very accurate over the past several years, says she expects the U.S. to continue to slowly grow in 2012 and the stock market to revert to a more normal environment. Sonders tells MarketWatch she thinks volatility and correlations will decline in the coming year, which [...]
Read moreFisher: Overlooked Indicator Shows Recession Unlikely
December 14, 2011
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Kenneth Fisher says the U.S. isn’t headed for a recession, and a big reason for his confidence is one you might not expect: iron ore prices. “Particularly in recent years, iron ore prices have tracked the economy well — more than most commodities because, thanks to the lack of exchange-traded spot and future prices, there’s [...]
Read morePaulson On How To Fix Europe
December 14, 2011
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John Paulson, the hedge fund manager who made a killing by shorting U.S. real estate before the bubble burst a few years ago, says the European Central Bank needs to create a “firewall” to address Europe’s current problems. “Last week’s statement from European leaders should go a long way toward fiscal consolidation, a necessary step [...]
Read moreRogers: Buying Bonds A “Terrible Mistake”
December 13, 2011
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Jim Rogers says bonds are in a bubble, and that investors should own hard assets because of the Federal Reserve’s massive quantitative easing efforts — which he says are continuing. “I am not short bonds yet but I plan to be short bonds,” Rogers tells FOX Business Network. “My view is buying U.S. government bonds [...]
Read moreGuru Strategy Ratings: AXP, RIO on the Move
December 13, 2011
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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 moreWhat Bolton Likes In China
December 12, 2011
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Top U.K. fund manager Anthony Bolton thinks that China’s economy is better than many realize, and is particularly high on the country’s consumption and services sectors. “We have been through an extraordinarily volatile year but I believe that when the dust settles and things calm down, investors will focus on relative growth rates they can [...]
Read moreThe Gurus Dig Deep For Resource Plays
December 12, 2011
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In his latest article for Nasdaq.com, Validea CEO John Reese takes a look at some natural resource-related stocks that look attractive right now. “With the world population continuing to rise, global economies running for the most part on non-renewable resources, and central banks injecting huge sums of money into the financial system in recent years, [...]
Read moreHussman: Short-Term Conditions “Hard-Negative”
December 12, 2011
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Fund manager John Hussman says the current stock market condition “warrants unusual concern,” and is playing defense with his portfolio. “Based on a wide variety of evidence and its typical market implications over an ensemble of dozens of subsets of historical data, the expected return/risk profile of the stock market has shifted to hard-negative,” Hussman [...]
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