Barclays Strategist: Recovery Will Be Strong

While there is still quite of bit of pessimism and talk of gloom and doom swirling around the market and the economy, Barclays head of asset allocation Tim Bond is sounding positively sunny. “History provides abundant evidence that the deeper the recession, the stronger the bounce. Even the recovery from the Great Depression conformed to […]

Where Do We Go from Here? Sonders, Yardeni & Others Weigh In

With the market continuing to surge, recently surveyed a number of top strategists to see just how much room they think stocks have to run, and found a good deal of optimism that was tempered by caution. Among the strategists: Charles Schwab Chief Investment Strategist Liz Ann Sonders; Yardeni Research President Ed Yardeni; and […]

Top Strategists Talk “Buy-and-Hold”

The Financial Times recently interviewed several top strategists about the viability of “buy-and-hold” investing, and found that some are espousing more of a “buy-cheap-and-hold” approach. “In a challenge to the received wisdom of holding stock market investments for 20 years or more, to smooth out short-term volatility, some suggest that measures of cheapness can be […]

Why Jeremy Grantham Is Bored with this Market

Just a few months after he said that equities were undervalued for the first time in two decades, Jeremy Grantham now says the broader market is again overvalued — though he sees substantial opportunities in certain areas of the market. In the GMO chief’s second-quarter letter, Grantham says that a year ago, stocks were overpriced, […]

Pabrai on Buffett, and the Current Market

Fund manager and author Mohnish Pabrai — a Warren Buffett disciple who a couple years ago paid $650,000 in a charity auction for the right to have lunch with “The Oracle of Omaha” — tells Fox Business News about what he’s learned from Buffett, and how he’s profiting from the rebound. The segment also includes […]

Dreman Strategy Making Big Comeback

Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This week’s issue looks at the David Dreman-inspired Contrarian Investor strategy, which is up more than 25% this year and more than 40% in the past three months. Below is an excerpt from the newsletter along […]

Bouncing Back Strong, Miller Now High on Tech, Financials

Bill Miller — who beat the market for a remarkable 15 straight years before struggling the last three — is bouncing back strong this year, with his Legg Mason Value Trust fund up almost 20% in 2009. Now, he says that bargains “abound” in the U.S. market, and that technology and financial stocks will lead […]

Top Timing Newsletter Back in Buy Mode

Earlier this month, we highlighted how Dan Sullivan, editor of The Chartist, had moved all of his model portfolios into cash. The move was notable because over the past three decades, Sullivan has guided The Chartist to one of the best track records of all the market-timing newsletters Hulbert Financial Digest tracks. Now, however, Sullivan […]

For Once, Rogers Isn’t Shorting

Commodity guru Jim Rogers thinks America is becoming a socialist nation and isn’t happy with Federal Reserve Chairman Ben Bernanke, but he’s also not sounding too bearish on the market. In an interview with Bloomberg today, Rogers said that he doesn’t have any big short positions for one of the few times in his life, […]

Bernanke on the Exit Plan

There has been much speculation on what impact the government’s massive spending and lending programs will have on the economy and stock market, with fears of significant inflation at the forefront of the discussions. Today in The Wall Street Journal, Federal Reserve Chairman Ben Bernanke addressed those concerns, saying that he is confident the Fed […]

Guru Rating Changes: Google Gets a Boost, Cisco Takes a Hit

Each week, I take a look at which stocks my Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some of the stocks that my strategies have upgraded or downgraded today, with Google getting an upgrade and Cisco and Halliburton dropping down a notch.