Michael Cintolo of the top performing Cabot Market Letter recently reviewed three key lessons he’s learned or relearned in 2012. Cintolo says that one of those key lessons involves relying…
Rosenberg: Put Cash to Work in 2013
The often gloomy David Rosenberg of Gluskin Sheff + Associates says 2013 is a year for investors to put their cash to work. Rosenberg still sees anemic growth for the…
Fisher: Don't Fear The "Fiscal Rolling Plain"
Top strategist Kenneth Fisher says the “fiscal cliff” drama is far overblown, and that the overwrought fears about budget cuts and tax hikes are actually a bullish sign. “If there’s…
Behind Buffett's Approach
In a recent interview with Canada’s Globe and Mail, Validea CEO John Reese discussed some of the key points of Warren Buffett’s investing approach. Reese talks about Buffett’s desire to…
El-Erian on Recession Odds
PIMCO’s Mohamed El-Erian says that if the U.S. avoids the “fiscal cliff”, he and PIMCO don’t think the U.S. will enter recession in 2013. El-Erian tells Bloomberg that he thinks…
Siegel Counters Grantham on Profit Margins, Zero Growth
Wharton Professor and author Jeremy Siegel was pretty accurate with his 2012 market call, and he thinks 2013 is going to be another solid year for stocks. “We’re going up,”…
Large-Caps Lynch and O'Shaughnessy Might Like
In his latest RealMoney column, Validea CEO John Reese looks at a trio of large-cap stocks that look attractive as 2012 winds down. “Year to date, we’ve seen a robust…
Bolton Sees China Turnaround
Top U.K. fund manager Anthony Bolton says he’s expecting a rebound in Chinese growth next year. Bolton tells Investment Week that he thinks China’s growth has actually been slower than…
Siegel: Stocks Are Cheap
Several top strategists recently spoke at the CFA Institute Equity Research and Valuation Conference, and The Motley Fool’s Bryan Hinmon and Michael Olsen highlighted a few pieces of advice from…
Fisher Thinks Fed Has Gone Too Far
The Federal Reserve’s decision to continue $85 billion per month of Treasury bond and mortgage-backed security purchases amounts to “un-stimulus”, according to Kenneth Fisher. In a piece on Fisher Investments’…