PIMCO’s Mohamed El-Erian says it’s time to gradually take money off the table because asset prices have gotten ahead of fundamentals. “We think that prices are artificially high, that maintaining…
Category: Gurus
Cohen: Companies To Use Cash in 2013
Goldman Sachs’ Abby Joseph Cohen says 2013 will be the year when companies begin to put their piles of cash to work. Cohen tells Bloomberg that she’d like to see…
Value Investing Success Hinges On Discipline
Value stocks have been faring quite well recently. But in his “Intelligent Investor” column for The Wall Street Journal, Jason Zweig says that the key to value investing is how…
Guru Strategy Stocks Putting Cash To Work
While many companies, fearful of the economy or not wanting to pay repatriation taxes on foreign profits, have been hoarding cash in recent years, Validea CEO John Reese says that…
Rogers Calls Market Gains "Artificial"
Top strategist Jim Rogers says the economy is shifting from one that is driven by the financial sector to one that will be driven by commodities. Rogers tells CNBC that…
Arnott: Time To Take Risk Off Table
Top fund manager Rob Arnott says that it’s becoming “embarrassing” to admit you’re a bear lately, and that means it’s time to be cautious. “If you look at advisor sentiment…
Oberweis: Valuations Very Attractive
Newsletter guru Jim Oberweis says the increase in corporate deal-making is a result of the economy improving, and valuations remaining attractive. Oberweis tells Bloomberg that historically, the S&P 500 has…
Fisher's Solutions To Five Investing Dilemmas
In his latest Forbes column, Kenneth Fisher takes a look at five “common investor dilemmas”, and offers his solutions. “Hundreds of investors ask me questions each year about the dilemmas…
Tech Stocks That Aren't Just Hype
In his latest column for Forbes.com, Validea CEO John Reese looks at technology sector stocks that put substance over style. “In the tech sector, where rapid, unpredictable technological advances can…
OSAM: Global Dividends Looking Very Attractive
James O’Shaughnessy’s firm says that we’re in the most difficult environment for generating income in at least 140 years, and that the best place for investors to look for yield…