Blackrock’s Bob Doll says there is more to the market’s strong recent performance than the “January Effect,” and says stocks are poised to gain ground in 2012 even if the economy doesn’t post strong growth. “In part, we believe the upward moves of the last two weeks can be attributed to the fact that many [...]
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Tag Archives: Bob Doll
Doll: Focus on Dividends and Free Cash Flow
December 19, 2011
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Blackrock’s Bob Doll says investors should focus on firms that pay strong dividends — but make sure that the firms have the free cash flows to raise their dividends. “Dividends work if the company raises the dividends. It’s about free cash flow, not the dividend” itself, Doll tells CNBC. “In a world that we muddle [...]
Read moreGrantham, Doll Offer Different Takes On Margins
November 29, 2011
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Are historically high profit margins for U.S. firms sustainable, or will they come bouncing back to the mean — and throw a wrench into the stock market in the process? Blackrock’s Bob Doll and GMO’s Jeremy Grantham have very different takes, according to Bloomberg. Doll says a weak job market and labor-saving technologies have helped [...]
Read moreDoll: Political Will Needed to Fix European Situation
November 22, 2011
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Blackrock’s Bob Doll says that he thinks Europe is already in a recession, and that solving the continent’s debt crisis is not a matter of economics but instead one of political will. Doll tells Yahoo! Finance’s Breakout that he thinks political leaders will eventually show that will, but that the longer they wait the worse [...]
Read moreDoll Thinks “Period of Greatest Risk” Has Passed
November 8, 2011
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Blackrock’s Bob Doll says that it looks like odds of the European debt crisis being resolved are increasing, and that the danger to the stock market is abating. “The debt crisis and ongoing economic uncertainty are likely to remain headwinds for stocks for some time,” Doll writes in his latest market commentary on Blackrock’s website, [...]
Read moreDoll: U.S. Economy “Doing Just Fine, Thank You”
October 12, 2011
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Blackrock’s Bob Doll says the U.S. economy “is doing just fine, thank you”, and expects to see second-half growth come in around 2%. Doll also tells Bloomberg that he expects to see a strong third-quarter earnings season, and says that with the market offering a dividend yield higher than the 10-year Treasury yield for the first [...]
Read moreDoll: Investors Making “Ludicrously Conservative” Assumptions
September 6, 2011
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Blackrock Chief Equity Strategist Bob Doll says investors who are piling into Treasury bonds are making “ludicrously conservative” assumptions about the economy and stock market. Doll says that, with about half the stocks in the S&P 500 now yielding more than 10-year Treasuries, investors are assuming that the market won’t rise over the next decade, [...]
Read moreDoll on the Debt Ceiling’s Impact on His Portfolio
July 27, 2011
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Blackrock Chief Equity Analyst Bob Doll says he hasn’t sold any stocks because of the debt ceiling imbroglio, and he expects a deal will get done. “We’re going to have a massive circus,” Doll tells CNBC. “It’s not going to be fun. In the 12th, maybe 13th hour we get something done and we move [...]
Read moreDoll Cautiously Optimistic
July 20, 2011
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Bob Doll says that while the economic recovery has been tepid, he doesn’t think another recession is coming, and he sees things improving in the coming months. “While we remain convinced that the economy is in a recovery mode, it is important to remember that recoveries that occur in the aftermath of financial crises tend [...]
Read moreDoll: We’re Early in the Expansion
June 21, 2011
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Blackrock Chief Equity Strategist Bob Doll says recent weak economic reports indicate the U.S. is in a slowdown, but he thinks it’s temporary, and that things will improve in the second half of the year. Doll tells WealthTrack’s Consuelo Mack that we’re in a cyclical bull market, and the early stages of the economic expansion. [...]
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