Blackrock portfolio manager and chief equity strategist for fundamental equities Bob Doll says that, despite the formidable challenges the U.S. faces, “overweight positions in U.S. equities are more than warranted”…
Author: Validea
Cohen: Most Bad News Already Baked Into U.S., Euro Markets
Abby Joseph Cohen, president of Goldman Sachs Global Markets Institute, tells CNBC that, while her firm doesn’t have the “rosiest” of outlooks, potential bad news appears to already be discounted…
Mobius Seeing Opportunities in Wake of Euro Woes
Templeton Asset Management’s Mark Mobius says the fallout from Hungary’s recent debt concerns has created some interesting investment opportunities there. He also tells Bloomberg that he doesn’t think there will…
Oberweis Talks Small-Caps, China
In Forbes.com’s latest edition of “Intelligent Investing”, money manager and newsletter guru Jim Oberweis discusses his small-cap investment strategy, and where he’s currently finding opportunities in the market. Oberweis says…
Tilson & Heins Play Defense
In their latest “Discovering Value” column for Kiplinger’s, Whitney Tilson and John Heins say they are “playing defense” as the U.S. and world continue to deal with the fallout from…
Achuthan: Unemployment Report Not a Game-Changer
Lakshman Achuthan, managing director of the Economic Cycle Research Institute, says last week’s May jobs report was a disappointment, but isn’t a “game-changer” for the economic recovery. Achuthan, whose group…
Reese: Three Buffett-Inspired Lessons for Today's Market
The market has seen quite a bit of turbulence over the past several weeks, as European debt troubles and concerns about the U.S.’s own economic recovery have riled many investors.…
Top Fund Manager Says Plenty of Firms Offering Nice Margins of Safety
Eric Schoenstein, a co-manager of the Jensen Portfolio, which has beaten 95% of its peers over the past 10 years, recently discussed investment strategy with Jonathan Burton of MarketWatch. Schoenstein…
Sonders Says Deflation a Concern, but Double-Dip Unlikely
While saying that the market correction “may have legs”, Charles Schwab Chief Investment Strategist Liz Ann Sonders doesn’t expect a double-dip recession, and thinks a couple bullish signs have emerged…
Gross: Job Growth to Remain "Anemic"
PIMCO bond guru Bill Gross says that job growth will be anemic “for as long as we can see”, and that most of the economic growth we’ve seen recently has…