Blackrock’s Bob Doll says there is more to the market’s strong recent performance than the “January Effect,” and says stocks are poised to gain ground in 2012 even if the…
Category: Market Valuation
Gloomy Rosenberg Sees Hopeful Sign for Stocks
Top analyst David Rosenberg has been very bearish on the U.S. economy, and he hasn’t changed that stance. But he is seeing a ray of hope for stocks. “My fundamental…
Herro's Reasons for Optimism
Oakmark’s David Herro says that despite a tough year for his funds (which still have very strong long-term track records), he remains “extremely confident about the medium- and long-term future.”…
Paulsen Sees Job Gains Having Domino Effect
Wells Capital Management’s Jim Paulsen says he sees continued gains in job creation spurring a rebound in confidence that should lift many parts of the economy. Paulsen tells Bloomberg that…
Siegel Sees Historic Buying Opportunity
Wharton professor and Stocks for the Long Run author Jeremy Siegel says stocks are as cheap as they’ve been since the early 1950s, when the interest-rate climate is taken into…
Is The Market Undervalued Or Overvalued?
The stock market may either be significantly overvalued, or it may be selling near historically low levels — it all depends on whom you’re talking to and what valuation metric…
Paulsen: Invest While Afraid
Wells Capital’s Jim Paulsen says that investors can feel free to worry about Europe’s debt crisis, but that it shouldn’t stop them from owning stocks. Paulsen tells Yahoo! Finance’s Breakout…
Winters, Davis See Gloomy Climate As Buying Opportunity
Top fund manager David Winters says that now is not the time to be fleeing stocks, and that he feels “like a kid in a candy store” because of the…
Top Managers Look To Unloved Japanese Stocks
While Japanese stocks have for years has yielded little for investors, some top value investors are keen on the country. In a column for SmartMoney, Brett Arends writes that Japan’s…
Top Fund Managers: Valuations Very Compelling
O. Mason Hawkins and G. Staley Cates, whose Southeastern Asset Management funds have excellent track records over the past decade, say they are adding to their equity positions amid the…