How much of our investment success or failure is a result of our genetic makeup? An intriguing new study attempts to answer just that question, The Wall Street Journal’s Jason Zweig notes on WSJ’s Total Return blog. The study, performed by finance professors Henrik Cronqvist of Claremont McKenna College and Stephan Siegel of the W.P. Carey [...]
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Oberweis: Small-Caps Attractive Even If Economy Slows
February 22, 2012
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Newsletter guru Jim Oberweis says that an improving economy and the fact that this is an election year bode well for stocks in 2012 — and that many small-caps should do well regardless of what the economy does. “In January the unemployment rate dropped to a three-year low of 8.3%. Even housing is showing a [...]
Read moreGuru Strategy Ratings: GM Rising, Chevron Falling
February 22, 2012
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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 moreYardeni: Numbers Show “Old Normal” Reigns
February 21, 2012
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Strategist Ed Yardeni says that the “New Normal” scenario that has been promulgated by Bill Gross and PIMCO is off base — and says recent economic data proves it. “While Bill Gross sees a world full of new normals and paranormals, the old normal business cycle continues to show that it is still in gear,” [...]
Read moreSonders: Recovery Becoming Self-Sustaining
February 17, 2012
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Charles Schwab’s Liz Ann Sonders, whose calls on the start and end of the Great Recession proved very accurate, says she thinks the U.S. economy is entering the second phase of its recovery, with the recovery becoming self-sustaining. “I don’t want to say we’re off to the races again, because I don’t think we’re going [...]
Read moreSiegel: No Surprise If Dow Passes 15,000 This Year
February 17, 2012
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The European debt crisis and America’s own debt troubles are keeping many investors away from stocks. But author and Wharton Professor Jeremy Siegel says the odds are in favor of the market making some impressive gains in the coming years. “Many stock bulls are calling for a 10% to 15% gain this year,” Siegel tells [...]
Read moreReese: Latin America Offering Big Bargains
February 17, 2012
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Validea CEO John Reese says he’s finding a number of bargains in Latin America, an area where his Guru Strategies have had great success in the past. “When it comes to major emerging-market economies, Latin America as a whole is certainly no longer the ‘banana republic,’ sorry-state region it once seemed to be,” Reese writes [...]
Read moreWoodford: Deleveraging Is Coming; Focus on Dividends
February 17, 2012
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Top U.K. fund manager Neil Woodford thinks the impact of the financial crisis will be felt for many more years and that the Western world is headed for a period of deleveraging. But he’s finding attractive opportunities in pharmaceutical and high-dividend stocks. “Mr. Woodford believes [too many fund managers] are failing to understand the bigger [...]
Read moreGrantham’s Firm Sees “Mother of All Bubbles” in China
February 17, 2012
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Jeremy Grantham’s firm is taking a very bearish stance on China, believing the country is in a huge infrastructure and real estate bubble. “China is experiencing the mother of all bubbles,” Peter Chiappinelli, portfolio strategist at Grantham’s GMO, says, according to InvestmentNews.com. “We don’t know when it’s going to pop or what’s going to cause [...]
Read moreTilson: Big Value in Big Caps
February 16, 2012
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Whitney Tilson is finding some of the best opportunities in the market in some of the market’s largest companies. “It’s one of the most attractive areas in the market,” he tells CNBC. “They’re incredible companies that are earning profits and trading at 10 to 12 times earnings with strong balance sheets and they’re returning cash to [...]
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