Paulsen: Buy What Others Are Avoiding

Wells Capital Management Chief Investment Strategist James Paulsen says U.S. consumers and the U.S. economy are being more resilient than many think. Paulsen also tells Bloomberg that he’s high on industrial stocks, technology stocks, and emerging market stocks, which he thinks have been beaten down too far by investors.  

How the AAA Firms’ Stocks Stack Up

In his latest column for Canada’s Globe and Mail, Validea CEO John Reese takes a look at how some companies with top credit ratings look as possible investments. Following the U.S.’s credit downgrade by Standard & Poor’s, S&P also downgraded several insurance companies tied to the U.S. markets, Reese notes. “The downgrades and changes in […]

Top Fund Manager Putting Cash To Work

Steven Romick, who has been one of the U.S.’s top mutual fund managers for over a decade, says he’s tilting his portfolio toward larger firms with international, non-dollar exposure. Romick tells Barron’s that he’s been buying stocks in the past few weeks as markets have struggled. But, he adds, “this isn’t a time to put […]

Mobius: EMs Offer Safety — If You Diversify

Templeton Asset Management’s Mark Mobius continues to say that emerging markets should be a safe haven for investors, but he stresses that a diversified approach to EMs is key. “A whole picture globally is that emerging markets will be the safest play,” Mobius tells The Economic Times. “Why? Because they are growing at three times […]

Reese: Look to Dividend Stocks, Not Treasuries

In his latest article for Forbes.com, Validea CEO John Reese says that dividend-paying stocks — not Treasury bonds — are a good place to look for yield in the current market environment. With investors flocking to the perceived safety of Treasury bonds amid the U.S.’s economic fears, yields on Treasuries have plunged. “Annual returns of […]

Bogle Sees Stocks Outperforming Bonds

Vanguard Founder Jack Bogle says the odds are “very, very much in favor of stocks” outperforming bonds over the next decade, but also says investors might want to take a bit of risk off the table. “I would say given the dire outlook for the U.S. economy, unless our Congress can get its act together, […]

Focus on Dividends, Siegel Says

Wharton professor and author Jeremy Siegel says dividend-paying stocks — not Treasury bills, which he says are back in “bubble” territory — are the place investors should look for yield. “Despite the slow growth over the past decade, U.S. corporations, as typified by those in the S&P 500 Index, have been making record profits by […]

Fisher: This Is No 2008; Buy on Volatility

Kenneth Fisher says the wild recent market swings are not the start of another 2008-like plunge, and thinks the global bull market in equities will resume “with gusto” in 2012. “I continue to believe 2011 delivers relatively muted broad index returns, with a lot of choppiness en route, and recent volatility is perfectly in line […]

Swensen on the Dangers of Mutual Funds

Yale endowment manager David Swensen has produced exceptional long-term returns over the long haul. And in a recent op-ed for The New York Times, he takes aim at some of those who haven’t been able to do that: mutual funds. “Too often, investors believe that mutual funds provide a safe haven, placing a misguided trust […]

Paulsen: Time to Take on Some More Risk

Wells Capital Management Chief Investment Strategist James Paulsen says that he thinks we’re “getting close to the end of this mini-panic” that has rattled the markets, and that investors should shift some funds toward riskier assets. In recent weeks, investors have piled into “safe haven” assets, whether it be lower-risk bonds or gold or “steady […]

Faber: Stay Diversified

Marc Faber of the Gloom, Boom & Doom Report thinks it will be very hard for stocks to eclipse their 2011 highs anytime soon, but he says he still would favor stocks over Treasury bonds. Overall, Faber says in an interview with Bloomberg, investors who have a long-term time horizon should stay diversified, owning some […]

Sonders: U.S. Recession Unlikely; Europe Needs To Do More

Charles Schwab Chief Investment Strategist Liz Ann Sonders says that she does not think the U.S. will enter another recession, and that some of the negative recent economic indicators may actually be good news for investors. “We don’t pretend to know what’s coming for the markets in the next couple of days or weeks, as […]

Buy It Like Buffett

Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Warren Buffett-inspired strategy, which has doubled the returns of the S&P 500 since its inception seven-and-a-half years ago. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from […]

Top U.K. Manager: Macro Concerns Are Old Hat; Sees Opportunities

Top U.K. fund manager Neil Woodford says that the recent round of economy-driven market fears are nothing new, and that long-term investors can profit from the market’s declines. “Although our funds have held up very well during the sell-off, many of the companies in which we have high levels of confidence that have seen their […]

Buffett: It’s All About The Housing

Warren Buffett says that the housing market remains the key to the economic recovery, and the key to getting the U.S.’s unemployment rate to fall significantly. And he says he thinks housing may turn around sooner than many think. “Unemployment will fall significantly, in my view, when we get back up to a million housing […]

Krugman: We Need a Short-Term Fix

While many say the U.S. should be focusing on long-term solutions to its debt problems, Nobel Prize-winning Economist Paul Krugman says that a more pressing need is a short-term fix for its economic engine. “When you’re bleeding profusely from an open wound, you want a doctor who binds that wound up, not a doctor who […]

Herro Buying Amid “Fear and Rumor”

Top fund manager David Herro says that fear and rumors have been driving stock prices — not fundamentals — and that has him buying. “We think there is great value in global equities today, and yes we have been buyers of good quality global stocks that have gotten clobbered by [non]-fundamental reasons,” Herro tells Bloomberg. […]