Mobius: EMs Safer than Treasuries, Dollar

Templeton Asset Management’s Mark Mobius says the U.S.’s debt issues have made emerging markets a safer bet than U.S. Treasuries and the dollar, and says he doesn’t think another global recession is coming anytime soon. “The debt crisis in the U.S. and Western Europe puts emerging markets in a very strong position because their debt […]

Siegel and Shiller Debate the Debt Conundrum

How should the U.S. go about cleaning up its debt mess? In a recent interview with MarketWatch, two of the world’s top economic minds — Professor Jeremy Siegel of Wharton and Professor Robert Shiller of Yale — offered their takes. Siegel says Medicare is the big issue the government needs to address, and he doesn’t […]

Sonders: Market Outlook Is Better than You Think

Charles Schwab Chief Investment Strategist Liz Ann Sonders says she doesn’t think a double-dip recession is in the cards, and thinks the outlook for the market is good — even if growth is slow. Schwab tells Yahoo! Daily Ticker that valuations look good based on 2011 and 2012 earnings estimates. She also says she’s examined […]

Doll on the Debt Ceiling’s Impact on His Portfolio

Blackrock Chief Equity Analyst Bob Doll says he hasn’t sold any stocks because of the debt ceiling imbroglio, and he expects a deal will get done. “We’re going to have a massive circus,” Doll tells CNBC. “It’s not going to be fun. In the 12th, maybe 13th hour we get something done and we move […]

How A Top-Performing Fund Manager Is Structuring His Portfolio

Top-performing mutual fund manager Dennis Stattman is high on energy stocks and unloved large-cap high-quality stocks, and says fast-growing markets like China, India, and Brazil also have his attention. Stattman, whose fund has had only three down years since its 1989 inception, tells WealthTrack’s Consuelo Mack that relative to other securities, stocks are a good option […]

How to Find Growth Stocks that Keep Growing

Newsletter guru Jim Oberweis has found some gems in upstart growth plays like and Green Mountain Coffee Roasters, and in a recent interview with Forbes he explained how he finds such top growth picks. “Our methodology is focused on the premise that investors tend to underestimate how long growth companies can continue their growth […]

The Problems with Debt-to-GDP Ratios

U.S. debt is climbing toward 100% of GDP — a figure that many are seeing as magic number that portends doom. But Yale Economist Robert Shiller says that logic is flawed — very flawed. “Could it be that people think that a country becomes insolvent when its debt exceeds 100% of GDP?” Shiller writes for […]

Tilson & Heins on “Lottery” Picks

While they are value investors, Whitney Tilson and John Heins say that it’s okay to swing for the fences on riskier stocks. “Overpaying for stocks is always a bad idea,” the duo writes in their latest Forbes column. “But there are times when the market offers what we consider mispriced options on success. We will […]

Stocks for the Long Run?

Are stocks the best bet for the long haul? In a paper to be published in the Journal of Finance, two researchers question the long-held investing assertion. “There have been periods in which stocks underperformed [Treasury] bonds and bills over 30 years, [and] 40-year periods in which stocks barely [outperformed] bonds,” Lubos Pastor of the […]