Mario Gabelli thinks that, with businesses sporting very healthy balance sheets and having cut costs, first-quarter earnings will look “very good”. Gabelli also tells CNBC that he thinks the market…
Category: Market Valuation
Hedge Fund Star: Expansion & Bull Market Still in Early Phases
Leon Cooperman, whose hedge fund has averaged 16% annualized returns over its 18 years of existence — 6 points per year more than the S&P 500 — thinks we’re still…
Sonders: Wall of Worry Intact, Valuations Modest
Charles Schwab Chief Investment Strategist Liz Ann Sonders thinks we’ll see increased volatility in the stock market, but expects stocks to continue to grind higher from here. Sonders tells Yahoo!…
Nygren Says Stocks Still Cheap
Bill Nygren, whose Oakmark I fund is up more than 60% in the past year and in the top 1% of its class over the last decade, thinks stocks are…
Forester Sees Problems Ahead
Tom Forester, whose Forester Value fund was the lone long-only mutual fund to make money in 2008, says he thinks the market has gotten pricey and sees more trouble on…
Hussman Defensive as More Credit Woes Loom
John Hussman is continuing to maintain a defensive position on stocks, saying that two dangers — an overbought, overvalued market and the coming to roost of a second wave of…
Gross Sees Stocks Beating Bonds in Near Term
PIMCO’s Bill Gross is known as the “bond king”, but he tells CNBC that he expects stocks will fare better than bonds in the next few months. “I think stocks,”…
Miller High on Healthcare, Tech, Financials
Bill Miller, whose Legg Mason Capital Management Value Trust is continuing its strong rebound this year, says the new healthcare legislation will mean good times ahead for attractively priced stocks…
The 10-Year P/E & Portfolio Strategy
In a recent piece for Advisor Perspectives, Keith C. Goddard, CFA, presents some intriguing data on how investors might use the 10-year “Shiller” P/E ratio to adjust their exposure to…
Biggs Still Bullish
Top hedge fund manager Barton Biggs, who called the rally last year when many were shunning the market, remains high on stocks. “I’m bullish,” Biggs recently told Bloomberg Television. “Earnings…