US companies are sitting on record amounts of cash, and when they’ve put cash to work over the past few years they’ve tended to do so through buybacks and dividends…
Will Big Mo Be Back?
Momentum stocks have been hit hard lately, but long term data indicates you shouldn’t give up on them, according to Barron’s. (more…)
Hulbert: Don't Fear The Flattening
Much has been made recently of the flattening yield curve. But Mark Hulbert says the data indicates the flattening isn’t a major trouble sign. (more…)
Top Income Investor Still Likes Equities
Ed Perks, whose Franklin Income Fund is in the top 2% of funds in its class over the past five years and the top 4% over the past ten years,…
Miller Talks Risk Aversion, Active Share, And Housing
Bill Miller beat the market for a record 15 years before getting hit hard in the financial crisis. Since then he’s again been producing exceptional returns, and he recently offered…
Why High Small-Cap P/Es Might Not Be So Bad
Small-cap valuations are quite high these days, but newsletter guru Jim Oberweis says there may be good reason for that: institutional investors being “desperate” to reach pension fund goals. (more…)
After 68% Gain in '13, Lynch Model Likes These 10 Stocks
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Peter Lynch-inspired strategy, which has averaged annual…
Fisher On How A Bull Dies
Top strategist Kenneth Fisher says there are two things that can stop a bull market — and he’s not seeing either at play right now. (more…)
Yacktman, Others On Sky High Small-Cap Valuations
Small-cap stock valuations are worrying some investors, including top fund manager Donald Yacktman. (more…)
Top Advisers Not Selling
Few stock newsletter writers have beaten the market in both the 2007-09 bear market and the current bull market — but those who have are saying this isn’t the time…