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 Baidu.com 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 […]

Doll Cautiously Optimistic

Bob Doll says that while the economic recovery has been tepid, he doesn’t think another recession is coming, and he sees things improving in the coming months. “While we remain convinced that the economy is in a recovery mode, it is important to remember that recoveries that occur in the aftermath of financial crises tend […]

Pass Debt Ceiling and Start Jobs Agency, Gross Says

PIMCO’s Bill Gross says the U.S. needs to pass debt ceiling legislation, and develop a government-directed investment bank that helps put people to work. “It’s what’s required during periods of time in which unemployment is high and the private sector refuses to invest going forward in the capital markets and in capital spending,” Gross tells […]

Hulbert: Gold Headed for a Pullback

Gold is due for a pullback — one that could be the start of a serious weakening in bullion prices, says MarketWatch’s Mark Hulbert. “Excitement has grown markedly over the last couple of sessions, and now stands at close to the fever pitch that prevailed in late April,” shortly before the gold market tumbled, Hulbert […]

Herro: Greece Won’t Drag the World Down

While the market has been fretting over the debt situation in Greece, Morningstar Fund Manager of the Year David Herro says that, while Greece’s woes provide a cautionary tale, they won’t take down the global economy. “We do not believe Greece will stop, or even slow, the growth of global prosperity, which not only enhances […]

Dreman: Bernanke Stuck in the Past on Jobs

David Dreman says U.S. policymakers are approaching the employment problem with antiquated views, and policies that aren’t addressing the real issues with job creation. In his latest Forbes colunn, Dreman says that Fed Chairman Ben Bernanke “is fighting the monetary woes of the 1930s,” a period in which domestic stimulus led directly to increased domestic […]

Why Bad News Can Be Good News

Many investors run from a stock when it makes short-term negative headlines. But in this recent interview with Bloomberg about News Corp., one of his biggest holdings, top fund manager Donald Yacktman offers an interesting take on how a value investor like himself deals with short-term bad news. In the case of News Corp., for […]

Forester Sees a Return to High Quality

Top value fund manager Tom Forester says the market has begun shifting away from junk-type stocks and back toward quality, and he thinks the end of the Federal Reserve’s quantitative easing program is part of why that trend will continue for several quarters. “The pendulum is swinging back toward quality. Since early 2009, low quality […]