While 2010 was a year in which economic worries abounded and fears of a double-dip recession were sky-high, an unlikely sector led the market’s gains: consumer discretionary firms — i.e.,…
Category: Gurus
Fisher Sees U.S. Outperforming in 2011
Kenneth Fisher says he thinks U.S. stocks will outperform the rest of the world in 2011. In an interview with Bloomberg, Fisher also reiterates his belief that 2011 will be…
Tilson: Housing Crisis Near "Seventh Inning"
Whitney Tilson, one of the few to warn of the housing bubble before it burst, says we are now around the “seventh inning” of the housing crisis. Tilson tells CNBC…
Herro: "Outstanding Opportunities" Exist
In his latest shareholder letter, Morningstar’s International-Stock Fund Manager of the Decade David Herro says that he remains “convinced there are still outstanding opportunities for long-term investors”. “Not only have…
Siegel Still Bullish
Wharton professor and author Jeremy Siegel says stocks look very attractive valuation-wise, and thinks the market will rise 10% to 15% this year. Siegel also tells Bloomberg that he thinks…
Nygren on How to Crush the Market with a .200 Batting Avg.
People often thinks of great investors as nearly infallible geniuses who generate big returns year-in, and year-out. But in his latest letter to investors, Bill Nygren — whose Oakmark Fund…
Two Top Strategists Cautious on Economy, Bullish on Stocks
In the latest edition of Consuelo Mack’s WealthTrack, two top strategists — Blackrock Global Allocation Fund’s Dennis Stattman and ISI Group’s Ed Hyman — offered their takes on the economy…
Gross: Debt Has Consequences
PIMCO’s Bill Gross says Americans are not realizing the impact the country’s debt burden will have, and says stock investors should be looking elsewhere for strong returns. “The American hegemon…
Einhorn Talks Long & Short Strategy
In an interview with The Motley Fool, hedge fund guru David Einhorn recently offered some insight into his investment approach, along with some of his views on the current market.…
Sonders "Very Optimistic" Heading into 2011
Charles Schwab Chief Investment Strategist Liz Ann Sonders, whose calls on the start and end of the “Great Recession” proved quite accurate, says she’s “very optimistic” heading into 2011. “I…