Charles Schwab’s Liz Ann Sonders expects the US economy to pick up in the second half, and thinks the general trend for US stocks remains upward. (more…)
Category: Market Valuation
What Should Your US Allocation Really Be?
Do you have too much of your portfolio invested US stocks? In a recent piece for Advisor Perspectives, Meb Faber says that if you’re like most American investors, you probably…
Dreman Says The Bull Has Years Left
While many are worrying about a bear market, contrarian guru David Dreman thinks the bull has a long ways to run — though not without some bumps along the way.…
Romick: "We're In The Business Of Looking For Bad News"
Morningstar Fund Manager Of The Year Steven Romick isn’t finding a lot of bargains in the markets right now, but in a recent WealthTrack interview he did discuss some areas…
Nygren: Corrections Are Normal -- Don't Panic
There’s been a lot of concern about the market’s valuation after last year’s runup and this year’s volatility, but top fund manager Bill Nygren isn’t buying it. (more…)
Royce: High-Quality To Outperform
Top fund manager Chuck Royce says we’ve entered a phase in the bull market in which high quality stocks should outperform. (more…)
Romick "About As Bearish As We've Ever Been"
Steven Romick, one of Morningstar’s fund managers of the year in 2013, has grown very bearish and has upped his cash position to about 40% of his portfolio. (more…)
Einhorn Sees Tech Bubble
Hedge fund guru David Einhorn says he sees a bubble in the tech sector, and he’s selectively shorting a basket of tech plays he thinks are very overvalued. (more…)
Herro: EMs Still Too Pricey
David Herro has been one of the top fund managers in the world for over a decade, and he says emerging markets are looking overvalued even after recent declines. (more…)
Yacktman, Others On Sky High Small-Cap Valuations
Small-cap stock valuations are worrying some investors, including top fund manager Donald Yacktman. (more…)