Top Dividend Manager Talks Strategy

T. Rowe Price’s Tom Huber, whose Dividend Growth fund is in the top 13% of funds in its category over the past five years, according to Morningstar, says that tax increases associated with the fiscal cliff aren’t reason to avoid dividend-paying stocks. “There is a lot of discussion and worry [about the tax hikes] more […]

Contrarian Indicators Flashing Buy Signals

John Buckingham of Al Frank Asset Management and The Prudent Speculator newsletter says that, as a contrarian, he’s been seeing a number of encouraging signs recently. “Our market outlook as we head into 2013 remains one of cautious optimism for the prospects of our broadly diversified portfolios of undervalued stocks,” Buckingham writes in his latest […]

How Ben Graham Is Still Beating the Market Today

While Benjamin Graham’s classic The Intelligent Investor was written over six decades ago, the Defensive Investor strategy he laid out in it remains a winner, Validea CEO John Reese writes in his latest Forbes.com column. “The investment world is no stranger to apparent greatness that doesn’t last,” Reese writes. “Every year, a number of fund […]

Small, Illiquid, and Cheap: A Winning Combo

In a column for Canada’s Globe and Mail, Norman Rothery says that, while many investors focus on popular, frequently traded stocks, the real profits lie in smaller, illiquid shares.  “While the return potential of small value stocks is well known, the benefits of low liquidity may be less obvious,” Rothery writes. He examines a study […]

Five Reasons for Optimism

In his bi-weekly Hot List newsletter, Validea CEO John Reese offers his take on the markets and investment strategy. In the latest issue, John looks at five reasons he’s optimistic about stocks as 2013 approaches, even though many investors remain fearful of equities.    Excerpted from the Dec. 21, 2012 issue of the Validea Hot List […]

Shilling: Bond Prices to Rise in 2013

Economist Gary Shilling is betting on bonds over stocks in 2013. “I think you play it with a ‘risk-off’ kind of approach,” he tells Yahoo! Finance’s The Daily Ticker. “And that means you probably look for more appreciation in long-term Treasury bonds, which have been a favorite of mine since 1981.” Shilling says he doesn’t […]

Favorite Charts from Bogle, Wien, and Others

Business Insider recently asked a number of strategists to discuss their “favorite charts of 2012,” and some of the gurus participating offered some very interesting data.  Byron Wien of Blackstone Partners, for example, provided a chart that showed the pace at which the money supply has expanded vs. the rate at which gross domestic product […]

Sonders: Correlations to Fall in 2013

Charles Schwab Chief Investment Strategist Liz Ann Sonders says a key theme of 2013 will be the continuing decline of correlations. Sonders tells USA Today that she thinks correlations will fall among equity sectors and asset classes, something that has already started to happen. She says that should be a good thing for investors, who […]

Could Wage Inflation Rebound Soon?

Wells Capital Management’s Jim Paulsen says that declining wage inflation — which has allowed the Federal Reserve to continue its “crisis-like” loose monetary policy — may be coming to an end sooner than many think.  Paulsen says that for the past 30 years or so, wage inflation has continued to decline for two-and-a-half to four […]

Shiller Still Not Sure Housing Has Bottomed

Yale Economist and housing guru Robert Shiller says he thinks housing prices will continue to rise for a few months, but he’s not sure the upswing will continue after that — and he doesn’t think another housing boom is coming any time soon. “A lot of people seem to think that if the market turns […]