It’s been well documented how “junk”-type stocks have outperformed higher-quality issues during the huge run-up since the March lows. But in his New York Times column, Mark Hulbert provides some…
Author: Validea
Doll: Rally in "Transition Phase"
Blackrock Chief Investment Officer for Global Equities Bob Doll says that the stock market rally isn’t over, but that it has entered a new phase. Doll tells Bloomberg that last…
Inside Rodriguez's Approach
A new Bloomberg article takes a look at First Pacific Advisors’ Bob Rodriguez, offering some insights into the strategy of the fund manager whose 15% average annual return over the…
Tilson & Heins: Healthcare Fears Overdone
Add two more top strategists to those who say that healthcare reform fears are creating some bargains in the sector. In their latest Kiplinger’s column — a piece on contrarian…
Dorfman: Sectors for the Recovery
Is the recovery real? Yes, says John Dorfman. In his Bloomberg column, Dorfman — who was on target in calling the start of the stock market rally — says improvements…
Time for Large Caps to Shine, Says Hulbert
With 2009 winding down, MarketWatch’s Mark Hulbert says many signs point toward large-cap stocks being the place to be. Hulbert says that in general, this time of year is a…
Hussman: 80% Chance of 2010 Plunge
John Hussman, whose funds have some of the better long-term track records in the industry despite missing out on much of the ’09 rally, says he sees an 80% chance…
Berkowitz: There's Value in Healthcare
Top fund manager Bruce Berkowitz says that though stocks are up some 60% off their March lows, there are still values left in the market — particularly in the healthcare…
Guru Strategy Rating Changes: Sinopec, Staples Rising
Each week, I take a look at which stocks my Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at some…
Birinyi Sees Dow 11,000 by Year-End -- But Warns on Emerging Stocks
Laszlo Birinyi says the stock market rally isn’t done, but says individual investors should avoid emerging markets. Birinyi, who warned about bank stocks back in the fall of 2007, tells…