Blackrock’s Bob Doll says current market valuations are providing a cushion that will help buoy the stock market even if earnings aren’t great. “I don’t need great earnings for stocks…
Category: Market Valuation
Doll: Stocks Generally Cheap, But Be Picky
Bob Doll says he thinks stocks are cheap right now, and that some pretty bad scenarios are already baked into their prices. Doll tells CNBC that his target for year-end for…
Grantham: U.S. Stocks Aren't Cheap, But International Stocks Look Okay
GMO’s Jeremy Grantham says that U.S. stocks are not cheap, as many believe, but that international equities are looking more attractive. “You’d lose a ton in U.S. small caps; but…
Dividend Data Points to Market Being Undervalued
MarketWatch’s Mark Hulbert says that the stock market is “closer to undervalued” than overvalued, and that the market is “poised to produce above-average returns over the next couple of years.”…
Paulsen on The "Revaluation" Year, and The "Mania of Pessimism"
Wells Capital’s James Paulsen says that this year will be about revaluation for the stock market, and that if inflation is kept under control, the market could have a slow…
Cohen Sees U.S. Avoiding Recession
Goldman Sachs Chief Equity Strategist Abby Joseph Cohen says she thinks the U.S. won’t fall into another recession, and sees stocks as “very attractively valued”. “All you need to believe…
Siegel Sees Market Moving Higher, But Warns Of Tax Headwind
Author and Wharton Professor Jeremy Siegel says he thinks stocks will move higher by the end of 2012, but thinks the lack of resolution regarding extensions of key tax cuts…
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…
Paulsen: Stocks Are Attractive, Gold Is Not
Wells Capital’s Jim Paulsen says the stock market environment “remains very good”, though he advises shifting out of stocks that have done well in the first quarter and into those…
Valuation Expert Says Market Only "Slightly Expensive"
An expert on stock valuation who warned about the late-1990s Internet bubble says that stocks aren’t near bubble territory today. Stocks are only “slightly expensive relative to their long-term average,” John Campbell,…