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 [...]
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Tag Archives: Bob Doll
Doll: Market Looks Good, But Political Risks Loom
April 3, 2012
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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 moreDoll: Long-Term Looks Good For Stocks, Short-Term Questionable
February 23, 2012
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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 moreDoll Sees Double-Digit Returns in 2012
January 20, 2012
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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 moreDoll: 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, [...]
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