Just what impact will Hurricane Sandy end up having on the economy? PIMCO’s Mohamed El-Erian recently tackled that question in a piece for CNBC.com. One of El-Erian’s key points was that the government likely won’t be able to play its usual role in the recovery, with more being required of the private sector. “In more […]
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Archive | October, 2012
Icahn Finding Value in Netflix
October 31, 2012 
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While Netflix shares have been pummeled over the past year-and-a-half, hedge fund guru Carl Icahn is betting on them to rebound, perhaps due to Netflix’s attractiveness as a takeover target. In a regulatory filing, Icahn announced that he has acquired nearly 10% of the firm. ”Netflix may hold significant strategic value for a variety of significantly […]
Read moreWhat Bogle Sees For Stocks & Bonds In The Next Decade
October 29, 2012 0 Comments
Vanguard Founder Jack Bogle says he expects stocks to earn real returns of about 4.5% per year for the next decade, and bonds to earn virtually no real return. Bogle divides returns into two categories: investment returns, which are determined by the market’s dividend yield and corporate earnings growth, and speculative returns. Today’s dividend yield is around […]
Read moreGrantham Keeping Head Down Amid Headwinds
October 29, 2012 0 Comments
In an interview with Charlie Rose for Bloomberg BusinessWeek, GMO’s Jeremy Grantham says he’s going to be quite cautious in 2013. “I am going to be careful, particularly for the first half of next year,” Grantham says. “Great brands of blue chips are not so bad in the U.S. Emerging countries are about fair price. […]
Read moreCooperman Growing Less Bullish on Stocks, But Sees Few Alternatives
October 29, 2012 0 Comments
Hedge fund guru Leon Cooperman has become a bit less bullish on stocks, though he thinks they are still the best asset class available for investors. Cooperman tells CNBC’s Larry Kudlow that the market is in “a zone of fair valuation”, and that he isn’t aggressively bullish or bearish. The main reason he’s become more […]
Read morePIMCO Boss: Years of Balance Sheet “Rehabilitation” Ahead
October 25, 2012 0 Comments
PIMCO Chief Operating Officer Doug Hodge says that monetary easing alone isn’t enough to repair the U.S. economy, and that America is “in for a slow period of balance sheet rehabilitation” that will take years. “What we’ve learned though is that monetary policy alone, it’s necessary but it’s not sufficient,” Hodge tells FOX Business Network. […]
Read moreOberweis: Follow Ben’s Lead
October 25, 2012 0 Comments
Newsletter guru Jim Oberweis says that investors can make some nice profits by following the Fed. “Government policies shape markets, turn winners into losers and, unfortunately, can distort the invisible hand of the market,” Oberweis writes in his latest Forbes column. ”Only a fool would ignore the moves of Uncle Sam, particularly with government spending higher than […]
Read moreStocks For An Obama — Or Romney — Presidency
October 24, 2012 0 Comments
In his latest article for Nasdaq.com, Validea CEO John Reese says that investors shouldn’t let speculation about who is going to win the Presidential election affect their investment decisions. “So many factors go into the economy and market that extend far beyond the reach of the Commander-in-Chief,” writes Reese. “For example, the stock market thrived […]
Read moreTop Fund Manager: Flight to Safety Overdone
October 24, 2012 0 Comments
Oakmark’s Clyde McGregor, who manages several funds with strong long-term track records, says his equity/income fund is tilted strongly toward equities, with fixed income offering few good opportunities. McGregor says his Oakmark Equity & Income Fund is 70% invested in stocks right now, near its maximum of 75%. “It’s very difficult to do anything creative […]
Read moreGuru Strategy Ratings: SNY, ADM on the Move
October 24, 2012 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.
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