Blackrock’s Bob Doll and CGM’s Ken Heebner both recently discussed their market outlook with CNBC. Both Doll and Heebner are finding reasons to be optimistic, and both shared a few…
Author: Validea
Akre Taking Focused Approach
Chuck Akre, who has an exceptional long-term track record as a fund manager, is cautious about the coming years, but is still finding some opportunities in the stock market. “I’m…
Gabelli on Mid-Term Elections, Market Impact
Mario Gabelli says that on the whole stocks currently do not have a “margin of safety”, and that he expects concern about the upcoming elections will soon begin to drive…
Nygren: Macro Focus Leading to Plenty of "Micro" Opportunities
Right now, many — if not most — investors are focused on macroeconomic factors. And, says top fund manager Bill Nygren, that has created a number of “micro opportunities” for…
Guru Strategy Rating Changes: Corning Rising, Medco Falling
Each week, we take a look at which stocks John Reese’s Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at…
Paulsen Sees Opportunities in Tech, Industrials
Wells Capital Management Chief Investment Strategist James Paulsen says bright spots in the economy are leading the market upward. He tells Bloomberg that stocks look very cheap compared to fixed…
Tilson & Heins on Circles of Competence
In their latest column for Kiplinger’s, Whitney Tilson and John Heins discuss the importance of investing within — while trying to expand — your “circle of confidence”. “Staying within your…
Hulbert Examines Presidential Election Year Cycle
In his latest column for MarketWatch, Mark Hulbert offers some interesting — and encouraging — data involving the “Presidential Election Year Cycle”. According to the PEY Cycle, the third year…
Kass Still Net Long, But Worried
Columnist and money manager Doug Kass says he’s still slightly net long, but has some significant concerns about where the economy and stocks are headed. Kass tells CNBC that he…
El-Erian on Deflation, Double Dip
PIMCO’s Mohamed El-Erian says he thinks there is a 25% chance that the U.S. will run into deflation and a double-dip recession. “I do not think the deflation and double-dip…