The Economic Cycle Research Institute is standing by its call for the U.S. to enter recession in the middle of this year. ECRI COO Lakshman Achuthan tells Bloomberg that recent data is confirming what the group has been saying for some time: that recession is coming. A decline in the rate of job growth supports [...]
Read moreHulbert: Value Should Return — Big Time
May 9, 2012
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Growth stocks have been outperforming value stocks for several years now. But if history is any guide, it may be time to tilt not toward those outperforming growth stocks, but instead toward value. So says Mark Hulbert in a recent Barron’s piece. Hulbert says that over the past 86 years, value stocks (represented by an [...]
Read moreDespite Euro Chaos, Fisher Still Bullish
May 9, 2012
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While the chaos surrounding recent elections in Europe is scaring many investors, author and top-performing money manager Kenneth Fisher says it doesn’t change his bullish outlook for stocks for the year. Fisher tells Reuters that he thinks the European debt situation won’t topple the stock market, and that the fears are overhyped. ”We have seen [...]
Read moreGuru Strategy Ratings: AmEx, G.M. on the Move
May 8, 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 moreBuffett Buying As Market Dips
May 8, 2012
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Warren Buffett says the market’s recent declines mean nothing to his investing approach, and says Berkshire Hathaway has been adding to its positions recently. “It really doesn’t make any difference to us,” Buffett said on CNBC’s Squawk Box when asked about the market declining . “We were buying stocks on Friday, and we’ll buy the [...]
Read morePaulsen on The “Revaluation” Year, and The “Mania of Pessimism”
May 7, 2012
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Wells Capital’s James Paulsen says that this year will be about revaluation for the stock market, and that if inflation is kept under control, the market could have a slow and steady climb for some time. “Last year we had a good gain in earnings, but the multiple on the market contracted because of two [...]
Read moreWhat Should Be On Buffett’s Radar?
May 7, 2012
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Warren Buffett has divulged that Berkshire Hathaway recently came close to dealing for a $22 billion company before talks broke down. Buffett declined to identify the target, but in an interview with CNBC, Validea CEO John Reese discusses several stocks that are targets of his Buffett-inspired “Guru Strategy”, which has more than doubled the S&P [...]
Read moreSell in May and Go Away? Not So Fast
May 4, 2012
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“Sell in May and go away,” the old adage goes, meaning that investors should sell their stocks at the start of May and not buy back in again until September or October. But in a recent MarketWatch column, Mark Hulbert says the data shows that practicing such a strategy may be very unwise. “My review [...]
Read moreSonders on How to Grow without Stimulus
May 3, 2012
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Charles Schwab Chief Investment Strategist Liz Ann Sonders says that she expects “muddle-through” economic growth to continue, but she thinks the housing market has bottomed and says the stock market’s longer-term trend should be upward. “The bias is up, probably with a wider range and little bit more volatility than we enjoyed in the first [...]
Read moreStocks & Hoops: Not All that Different
May 2, 2012
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In his latest column for Canada’s Globe and Mail, Validea CEO John Reese explains why investors would be wise to approach building a portfolio in the same way they’d approach building a basketball team. Specifically, Reese talks about why investors shouldn’t confine themselves to a certain style or size of stock — which is what [...]
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