James Paulsen of Wells Capital says he thinks the latest European debt fears will, once again, prove to be a buying opportunity for investors. Paulsen also tells Bloomberg that declining mortgage rates and gas prices are providing a stimulus to the economy, which is doing better than expected. Lincoln Ellis of Strategic Financial Group offers a [...]
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Tag Archives: James Paulsen
Paulsen 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 morePaulsen likes EMs, Industrials, Financials
April 19, 2012
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Wells Capital’s James Paulsen says he thinks investors would be wise to look at stocks in the emerging market, industrial, and financial areas of the market. In a radio interview, Paulsen told MarketWatch’s Larry Kofsky that he thinks a resurgence in emerging market growth and growing confidence in the U.S. make those areas attractive right [...]
Read morePaulsen: Stocks Are Attractive, Gold Is Not
April 2, 2012
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Wells Capital’s Jim Paulsen says the stock market environment “remains very good”, though he advises shifting out of stocks that have done well in the first quarter and into those that have lagged. Paulsen tells CNBC that the S&P 500 may be cheaper than it was when it reached its high of 1365 last year, [...]
Read morePaulsen Still Likes Financials and Cyclicals
February 29, 2012
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Wells Capital Management’s James Paulsen thinks cyclical stocks will continue to outperform the broader market for some time. Paulsen tells Yahoo! Finance’s Breakout that cyclicals tend to outperform as long as unemployment claims are trending downward, and thinks it won’t be time to get more defensive until new claims for unemployment get down below the [...]
Read morePaulsen: Turn to Unloved Sectors in 2012
January 20, 2012
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Wells Capital’s Jim Paulsen thinks the European debt crisis will fade into a “chronic problem” rather than a crisis in 2012, which will help the economy and stocks perform better than expected. And that has him wary of “safe” stocks like consumer staples, utilities and dividend-paying large caps. “Not that they’re going to get killed, [...]
Read morePaulsen Sees Job Gains Having Domino Effect
January 9, 2012
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Wells Capital Management’s Jim Paulsen says he sees continued gains in job creation spurring a rebound in confidence that should lift many parts of the economy. Paulsen tells Bloomberg that for the first time in this recovery, we’re seeing job creation at a pace that should steadily decrease the unemployment rate. And that, he says, [...]
Read morePaulsen: Invest While Afraid
December 20, 2011
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Wells Capital’s Jim Paulsen says that investors can feel free to worry about Europe’s debt crisis, but that it shouldn’t stop them from owning stocks. Paulsen tells Yahoo! Finance’s Breakout that the European fears are overshadowing a “pretty convincing reacceleration story in the U.S. economy.” He thinks that if Europe’s economy flat-lines, it would be [...]
Read morePaulsen On Our “Crisis-Phobic Culture”
October 19, 2011
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Wells Capital Management’s James Paulsen says he thinks we are in the midst of a “crisis-phobic culture”, and that U.S. investors are putting too much emphasis on what happens in Europe. Paulsen tells CNBC that he thinks the U.S. economy grew at a pace of about 3% in the third quarter, and that the key [...]
Read morePaulsen: Time to Move toward Cyclicals
September 27, 2011
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Wells Capital Management Chief Investment Strategist James Paulsen says he thinks it’s time to lighten up on safety-oriented stocks like utilities and consumer staples, and put cash into more cyclical-type stocks, like industrials and emerging market plays. Paulsen tells Bloomberg that if October data continues to show that the U.S. economy isn’t entering a new [...]
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