Is Oil’s Tumble Good News? Sonders Weighs In

Tumbling oil prices have had many investors feeling trepidatious lately. But are the declines bad news? Good news? Charles Schwab Chief Investment Strategist Liz Ann Sonders says it’s some of both — but more good than bad.

Continue reading

Sonders: Secular Bull Rolling On, But Don’t Get Greedy

Charles Schwab Chief Investment Strategist Liz Ann Sonders thinks the US is still well positioned compared to the rest of the world, but she also thinks it’s not a time for wild bullishness.

Continue reading

Sonders: Despite Short-Term Issues, Trend Is Up

Charles Schwab’s Liz Ann Sonders expects the US economy to pick up in the second half, and thinks the general trend for US stocks remains upward.
Continue reading

Sonders: Economy Looking Up

Charles Schwab’s Liz Ann Sonders thinks that the economy is improving following a weak first quarter, and thinks the bull market isn’t done.

Continue reading

Sonders: “High Flyer” Correction Won’t Take Market Down

While the recent market turmoil has led some to predict that a new a bear market is coming, top strategist Liz Ann Sonders of Charles Schwab thinks otherwise. “We have more of an internal correction among high-flying stocks,” Sonders tells Bloomberg TV. “There are some high flyers within small segments of the market but it is neither infecting the market from a valuation perspective nor likely to bring the entire thing down.” Sonders says too many comparisons are being made to the 2000 era, when valuations were exponentially higher than they are now.

Validea’s Top Five Gurus portfolio is up 16.4% annualized since its mid-2003 inception vs. 5.8% for the S&P 500. Check out its holdings here.

Screen shot 2014-04-11 at 10.46.05 AM

Sonders: Conditions Aligning For Capex Turnaround

US  companies are sitting on record amounts of cash, and when they’ve put cash to work over the past few years they’ve tended to do so through buybacks and dividends — not capital expenditures. But Charles Schwab’s Liz Ann Sonders says the tide may be turning.

Continue reading