Investor Fears Have Rogers Sounding Bullish

Top fund manager John W. Rogers, Jr. says that the combination of lingering fear among investors and improving economic and corporate conditions are signaling a time to buy stocks. “Housing appears to be bottoming, interest rates are low and management teams at U.S. companies are improving their businesses as a direct result of tribulations encountered […]

Gardners See Plenty of Opportunities

While a number of recent financial scandals have led many investors to grow weary of the stock market, Motley Fool co-creators Tom and David Gardner say investors shouldn’t lose faith in stock investing. “I think that it is a great time to invest — I have always felt that way,” David tells Yahoo! Finance’s Daily […]

Value & Momentum: The Best of Both Worlds

In his latest column for Canada’s Globe and Mail, Validea CEO John Reese looks at stocks that have both value and momentum on their side.  “Don’t chase hot stocks. If you’re a serious investor, you’ve probably heard this piece of wisdom hundreds of times,” Reese writes. “And generally it’s good advice — but incomplete. The […]

Nygren: Volatility Isn’t Risk

For years, volatility and risk have been synonymous in stock market discussions. But in recent commentary, top performing fund manager Bill Nygren says otherwise. In a piece posted on Oakmark’s web site, Nygren notes that Oakmarks’ funds have been more volatile this year, and cites a couple reasons. One, he says, is that in a […]

Small, Value, Dividends: The “Triple Threat”

John Buckingham of Al Frank Asset Management says investors should focus on a “triple threat” combination: small-cap value stocks that pay good dividends. “In investing I would argue that the best long-term returns come from three great ingredients: value, small capitalization and dividends,” Buckingham writes in a Forbes column. “Each attribute separately has been subject […]

El-Erian: Risk/Reward of QE3 Getting “Less Favorable”

PIMCO’s Mohamed El-Erian says the Federal Reserve shouldn’t do anything that would disturb the bottoming of the housing market, and says the risk/reward outlook of another round of quantitative easing is getting “less favorable”. El-Erian tells Bloomberg’s “In The Loop” that he thinks the housing market is finally bottoming, though it is a prolonged bottom. […]

Top Strategist: Value Doesn’t Matter

While many investors don’t consider a stock without looking at its price/earnings ratio or some other valuation metric, Michael Cintolo of the top-performing Cabot Market Letter says he doesn’t look at valuation.  “The stock market is a contrary creature; when dealing with growth stocks, you generally get what you pay for,” Cintolo writes in a […]

Ritholtz: September Is “Make or Break” for Cyclical Bull

Barry Ritholtz of FusionIQ and The Big Picture blog says September will be a “make or break” month for the cyclical bull market. Ritholtz tells Bloomberg’s “Surveillance” that he is about equal-weight on equities right now (based on his normal 60%/40% stock/bond allocation), which is down from the beginning of the year and moving toward […]

Hussman Talks “Extreme Strains”, and Momentum Investing

Fund manager John Hussman says he sees “extreme strains” ahead that many investors are underestimating. In an excerpt from his most recent market commentary posted on Seeking Alpha, Hussman talks about how he missed some 2009 and 2010 upside “as we worked to make our approach robust to Depression-era outcomes”. Hussman says he thinks that […]

Sonders Offers Counterpoint to Gross

Charles Schwab’s Liz Ann Sonders says she thinks Bill Gross’s contention that the “cult of equity is dying” may be off the mark. “Rumors of the death of equities may be greatly exaggerated,” Sonders writes in commentary on Schwab’s site. “I remain optimistic longer-term, albeit it with near-term concerns due to the obvious pressures still […]

Paulsen: Say ‘No’ To QE3

Wells Capital Management’s Jim Paulsen says the Federal Reserve shouldn’t undertake another round of quantitative easing, and instead should focus on restoring confidence. “I think the Fed, by continuing to respond every time the stock market dips as though they’re panicked that we’re going to fall into a depression, is helping to keep confidence low,” Paulsen […]

Buffett’s Muni Move: Troubling Sign?

Warren Buffett’s Berkshire Hathaway recently terminated credit default swaps it had made insuring $8.25 billion in municipal debt. Here, Colin Barr of The Wall Street Journal discusses Berkshire’s muni move, and what it may mean for municipal bonds in general. “You can read this to say this guy who has a lot of knowledge of […]

These IPOs Have Substance

In his latest column for, Validea CEO John Reese says that the difficult times recent initial public offering stocks like Facebook and Groupon have endured aren’t a surprise, given the history of IPOs. But, he also says that some lesser known IPOs are looking more attractive. “While flashy just-gone-public companies with exciting products capture […]

Hulbert on the Failed Correction

MarketWatch’s Mark Hulbert says the stock market’s May-June correction failed to do what corrections are supposed to do: knock excessive optimism out of the market. Hulbert says that the average recommended stock market exposure among a subset of short-term stock market timers (as measured by his Hulbert Stock Newsletter Sentiment Index) was 53.1% on Aug. […]

Bogle: Equities Aren’t Dead

Vanguard founder Jack Bogle says he doesn’t think the “cult of equities” is dead, but has a slightly below-average outlook for stocks. “If the culture of equities is dead, it’s much more likely to indicate a great buying opportunity more than anything else,” Bogle tells CNBC in reference to Bill Gross’s claim about the “cult […]

Nygren High on Bank Stocks

While bank stocks have been hit with a lot of tough news recently, top fund manager Bill Nygren of Oakmark has been loading up on them. Nygren says that some bank share prices are “assuming that the worst recession since the Great Depression will happen every five years or so,” Fortune reports. As an example […]

Arnott Sees Opportunities in Emerging Markets

Rob Arnott of Research Affiliates and PIMCO says emerging markets continue to offer some of the better investing opportunities. “Emerging markets, for the most part, don’t have large deficits; for the most part don’t have large debt burdens,” Arnott says in an interview with Index Universe’s Olly Ludwig. “Not because they wouldn’t be willing to […]

O’Shaughnessy: Don’t Fear European Stocks

With bond yields and stocks sentiment both low, James O’Shaughnessy says he is “very very bullish” on stocks. O’Shaughnessy tells CNBC that bonds are priced to perform very poorly, but that investors can get good income from stock dividends — particularly from European stocks. He says investors need to separate the sovereign problems in Europe […]

Sonders: Market to Meander; Stay Calm

Charles Schwab Chief Investment Strategist Liz Ann Sonders says the U.S. economy has a lot going for it, and thinks investors should remain calm. “I happen to be a pretty big optimist long-term on our economy,” Sonders tells Bloomberg BusinessWeek. “I’m by no means a perma-bull, but I think there are so many things that […]

Woodford Sees Global Stagflation

Top U.K. fund manager Neil Woodford remains cautious about the global economy, and says he expects a prolonged period of stagflation. “As we have gone through 2012, it has become clear that the economic headwinds have increased in strength rather than receded — the eurozone crisis has rolled on and become more intense while the […]

Reese: Value Investing Not Dead

In his latest article for MSN Money’s Top Stocks blog, Validea CEO John Reese says that value investing is not, as some claim, dead, and he offers up his Warren Buffett-based Guru Strategy’s recent success as proof. “Since the start of 2009, a 10-stock portfolio picked with this quantitative strategy — which is based on […]

Wien: S&P May Well Hit 1,500 By Year-End

Blackstone Group’s Byron Wien says it’s “reasonable to think the [S&P 500] could reach 1,500 this year.” Wien tells Bloomberg he thinks the economy will pick up momentum, helped by a housing market that is bottoming, gasoline prices that are down, and an improving situation in Europe.  

Buffett, Berkshire Make Big Changes

Warren Buffett’s Berkshire Hathaway made several big moves in the second quarter according to new regulatory filings, including slashing its holdings of several consumer stocks. Alex Crippen of CNBC’s Warren Buffett Watch reports that Berkshire cut its Johnson & Johnson holdings by more than 60%, its Kraft Foods holdings by 25%, and its Procter & […]