In his year-end letter, Jeremy Grantham says that equities are once again significantly overpriced, and that investors haven’t learned the lessons of recent market crashes. But, he adds, stocks will…
Category: Market Valuation
Herro: Stocks Still Cheap
David Herro, who was recently named one of Morningstar’s fund managers of the decade, says stocks are still cheap — especially compared to other asset classes. Herro says that during…
Biggs Still Bullish, Warns Against "Bubble Watching"
Hedge fund guru Barton Biggs says he remains bullish on stocks, despite the factors that have spooked some investors in recent days. Biggs tells Bloomberg that the U.S. economy is…
Leuthold Sees Stocks Rising -- and then Falling -- in 2010
Steven Leuthold, the longtime bear who wisely shorted stocks in 2008 and then presciently turned bullish in 2009, says 2010 will feature some strong gains for the market — and…
Siegel: Stocks Still Undervalued
Jeremy Siegel, the Wharton professor and Stocks for the Long Run author, thinks stocks remain undervalued, and says he expects US corporations to be producing record earnings by 2011 or…
Top Strategists See Moderate Gains in '10
The strategists that Barron’s surveyed for its 2009 investment outlook have ended up faring pretty well as a group, with their average S&P 500 forecast of 1045 coming in about…
Emerging Markets Still Offering Opportunities, Mobius Says
Have emerging markets rallied too far too fast? Mark Mobius says no. Mobius, the longtime Templeton Asset Management manager, tells BusinessWeek that emerging market stocks are still selling at reasonable…
Cohen, Doll & Bogle Weigh In
In an interview with CNBC, three top equity strategists — Abby Joseph Cohen, Bob Doll, and John Bogle — offered their takes on where the market and economy are headed…
Schwab Chief: Don't Bypass Financials
While a good amount of fear is still hovering over the financial sector, Jeff Mortimer, chief investment officer at Charles Schwab Investment Management, says that investors would be wise to…
Arnott, Inker: Tough Finding Values in Stocks -- or Bonds
With a variety of assets — from stocks to bonds to gold — up significantly this year, two top asset allocation strategists are urging a conservative approach heading into 2010.…