Yale economist Robert Shiller, who predicted the recent housing bust as well as the Internet bust earlier this decade, says that a meaningful recovery seems to have occurred in the housing market — but that we shouldn’t expect it to continue at the current rate. “It looks like a major turnaround,” Shiller, whose S&P Case-Shiller […]
Each week, I take a look at which stocks my Validea.com 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. Among the big-name movers: CVS Caremark and Honeywell International.
Tom Gardner, co-founder and CEO of The Motley Fool, says in an interview with Forbes that two of the most important things an investor can do are being open to learning from other successful investors, and taking a long-term view of the stock market. Gardner, who founded The Motley Fool online community with his brother […]
Wells Capital Management Chief Investment Strategist James Paulsen is sounding optimistic on the economy, and today explained to Bloomberg TV the reasons for his belief that the solid growth is on the way. Paulsen says that stimulus plans generally come with a significant lag time (as much as a year), and, because of that, much […]
One of the many impacts of last year’s market meltdown was the huge shakeup to stocks’ style box classifications. With most stocks losing a quarter to half of their value — and some of the largest companies being decimated — definitions for “large-cap”, “mid-cap”, and “small-cap” were turned on their heads. And, writes Investment News’ […]
Tom Forester, whose Forester Value Fund was the lone diversified stock fund to make money in 2008, is taking profits on some of his 2009 winners, but thinks third-quarter earnings season should be pretty solid because of the government’s massive stimulus efforts. According to Investment News, Forester — whose fund is lagging the S&P this […]
Mark Mobius, manager of Templeton Emerging Markets Investment Trust says that emerging markets have a lot of room left to run, and that “frontier markets” — those in the very early stages of developing, like Vietnam, Romania, and Kenya — are “where it’s at”. Mobius tells the U.K.’s Telegraph TV that a big reason for […]
In an interview with MarketWatch’s Chuck Jaffe, Blackrock Global Chief Investment Officer of Equities Bob Doll gives his take on what to expect from the economy and the markets as we move past the financial crisis and recession. The “new normal” Doll envisions isn’t as bleak as some have described, but it’s also not euphoric. […]
Each week, I take a look at which stocks my Validea.com 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. Among the big-name movers: Google and United Technologies.
Marc Faber of the Gloom, Boom & Doom Report says that the U.S. is headed for major trouble in the long term because of the impending implosion of the dollar — but in the short term, he’s buying stocks, reports Yahoo! TechTicker. Faber, one of the few to see the credit crash coming, says that […]
While many are predicting that the depth of the economy’s troubles will mean a “slow-burn” or muted recovery, James Grant writes in The Wall Street Journal that he’s expecting something much different. “Not famously a glass half-full kind of fellow, I am about to propose that the recovery will be a bit of a barn […]
In his latest Forbes column, newsletter guru Jim Oberweis says that investors should own “disrupters” — firms whose new, innovative products are challenging more established companies in their industries. Some of the most well known “disrupters” have been firms like Microsoft, Google, and Amazon, which — despite their current status as corporate giants — began […]
Robin Geffen, one of the U.K.’s most successful fund managers, says that the balance of power is shifting in the global economy, and that emerging market nations offer opportunities for big investment returns in a post-financial-crisis world. Geffen, fund manager and managing director of Neptune Investment Management, says that in the decade leading up to […]
Last week, we highlighted James O’Shaughnessy’s take on why investors are making major asset allocation changes at just the wrong time. This week, O’Shaughnessy tells the Financial Post of Canada that he thinks “the market is returning to rationality”, and that over the next ten years equities will be one of the best-performing asset classes. […]
ISI Group’s Francois Trahan — Institutional Investor magazine’s top-ranked strategist — says we could be headed into a “fun phase” for the markets, but that the economic rescue plans are putting us on track for another asset bubble. At the State of Wisconsin Investment Board’s recent annual reception, Trahan said that the massive capital injections […]