Charles Schwab’s Liz Ann Sonders remains optimistic on the economy and stock market, though she expects a near-term pull back — and says investors should be cautious about emerging market…
Category: Sector Data
Herro, Rogers Offer Picks
As part of a recent charity event, top strategists John Rogers and David Herro talked about where they are currently finding value in the market. Rogers, who heads Ariel Investments,…
Sonders Sees Tech Continuing to Lead Rebound; Wary of Fed
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she’s bullish on stocks over the long run, and expects technology stocks will continue to lead the market’s rebound. In an…
Whitman Finding Lots of Bargains
Top value manager Marty Whitman says he’s finding a lot of U.S. stocks trading at attractive values right now, particularly in the high-tech arena. “We have a three-pronged approach to…
Biggs Bullish, Wants More Easing
Hedge fund guru Barton Biggs says that, while it can be a “dangerous exercise” if it fails, further quantitative easing will work and should be pursued by the Federal Reserve.…
Fisher on QE2: Don't Do It
Top money manager Kenneth Fisher says the Federal Reserve should not engage in another round of quantitative easing. “There’s no reason for the United States to be doing quantitative easing,”…
Herro Focused on Fundamentals, Not Macro
While many investors are keying on macroeconomic factors these days, top fund manager David Herro says he’s sticking to fundamentals. “People are afraid to stay focused on the fundamentals, so…
Why The "Dissonant" Market Is Great News
In their latest column for Kiplinger’s, Whitney Tilson and John Heins say the current investment climate is among the most dissonant as they’ve ever seen — and that the contradictory…
Mobius: Global Secular Bull Underway, But Big Correction Possible Before Year-End
Templeton Asset Management’s Mark Mobius says he expects economic recovery to continue in the Western world, but that a big correction in equity markets is “quite possible” before the end…
Where Greenblatt Is Finding Value
Author and hedge fund guru Joel Greenblatt recently discussed his “Magic Formula” approach to investing on CNBC. Greenblatt talks about how his formula works because, ironically, it doesn’t always work,…