While investors overall are still lukewarm on U.S. stocks, one section of the market they have been keen on in 2012 is dividend stocks — perhaps too keen, says Jason…
Category: Gurus
Reese on Buffett's "Buy-and-Hope-It-Languishes" Approach
In his latest column for Forbes.com, Validea CEO John Reese explains why Warren Buffett sometimes hopes his stocks languish — and why you should too. “If you are investing in…
Hulbert: Data Shows Correction Should Be Mild
MarketWatch’s Mark Hulbert says he doesn’t think the market is headed for another 10%+ April correction. “Might the stock market be embarking on a 10% or more correction, just as…
Gabelli Talks Europe, and the U.S.'s "Fiscal Cliff"
Value investing guru Mario Gabelli says a number of factors are pushing and pulling on stocks right now, and recently discussed some of those issues with Bloomberg. Gabelli says about…
Biggs Sees Pullback, Then Continued Market Gains
Hedge fund guru Barton Biggs says he’s cut back on his stock holdings, largely thanks to concerns about Europe — particularly Spain. Biggs also tells Bloomberg that the Federal Reserve’s…
Sonders: Sentiment Picture Hasn't Dented Bullish View
Charles Schwab Chief Investment Strategist Liz Ann Sonders says that while a rise in investor sentiment has made the market more vulnerable to bad news in the short term, she…
O'Shaughnessy Talks Stock Market Cycles
Quantitative strategy guru James O’Shaughnessy says history indicates that the rest of this decade should at least be a decent one for stocks, and that the 20 years after that…
Love Him Or Hate Him, Keynes Could Pick Stocks
John Maynard Keynes’ economic principles have been the subject of intense debate over the past few years. But in a recent column for The Wall Street Journal, Jason Zweig notes…
Cohen: U.S. Has Advantages Over Other Developed Economies
Goldman Sachs partner Abby Joseph Cohen says she expects U.S. stocks’ bull run to continue, and says she thinks the next recession won’t happen anytime soon. Cohen tells Bloomberg that…
Herro: Fear Has Blue Chips Undervalued
Top fund manager David Herro of Oakmark says high levels of fear among investors have big, global blue-chip equities trading at very attractive values. Herro tells CNBC that he is…