Tag Archives: Bob Doll

Doll: The Bull Isn’t Done Running

While equity markets have struggled in recent weeks, Blackrock’s Bob Doll says it’s not the start of a  bear market. “Although markets have been troubled in recent weeks, we do not believe investors should confuse the current situation with an ending to the bull market that has been in force since early 2009,” Doll writes [...]

Read more

Doll: Market Looks Good, But Political Risks Loom

Blackrock’s Bob Doll says he thinks stocks have yet to hit their 2012 highs, but cautions that several factors — especially political issues in the U.S. — could pose a threat to markets. “Our overall view about the markets is that improvements in the global economic outlook, continued easy financial conditions and slowly improving investor [...]

Read more

Doll: Long-Term Looks Good For Stocks, Short-Term Questionable

Blackrock’s Bob Doll says the longer-term picture for stocks is a good one, though there may be some “corrective action” in the shorter-term. “Looking ahead, we believe the backdrop for risk assets remains a solid one,” Doll writes in his weekly commentary on Blackrock’s site. “The global economy is hardly experiencing boom conditions and remains [...]

Read more

Doll Sees Double-Digit Returns in 2012

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 [...]

Read more

Doll: Focus on Dividends and Free Cash Flow

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 more

Grantham, Doll Offer Different Takes On Margins

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 more

Doll: Political Will Needed to Fix European Situation

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 more

Doll Thinks “Period of Greatest Risk” Has Passed

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 more

Doll: U.S. Economy “Doing Just Fine, Thank You”

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 more

Doll: Investors Making “Ludicrously Conservative” Assumptions

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 more
Follow

Get every new post delivered to your Inbox.

Join 2,063 other followers