Newsletter guru Jim Oberweis says that an improving economy and the fact that this is an election year bode well for stocks in 2012 — and that many small-caps should…
Yardeni: Numbers Show "Old Normal" Reigns
Strategist Ed Yardeni says that the “New Normal” scenario that has been promulgated by Bill Gross and PIMCO is off base — and says recent economic data proves it. “While…
Sonders: Recovery Becoming Self-Sustaining
Charles Schwab’s Liz Ann Sonders, whose calls on the start and end of the Great Recession proved very accurate, says she thinks the U.S. economy is entering the second phase…
Siegel: No Surprise If Dow Passes 15,000 This Year
The European debt crisis and America’s own debt troubles are keeping many investors away from stocks. But author and Wharton Professor Jeremy Siegel says the odds are in favor of…
Reese: Latin America Offering Big Bargains
Validea CEO John Reese says he’s finding a number of bargains in Latin America, an area where his Guru Strategies have had great success in the past. “When it comes…
Woodford: Deleveraging Is Coming; Focus on Dividends
Top U.K. fund manager Neil Woodford thinks the impact of the financial crisis will be felt for many more years and that the Western world is headed for a period…
Grantham's Firm Sees "Mother of All Bubbles" in China
Jeremy Grantham’s firm is taking a very bearish stance on China, believing the country is in a huge infrastructure and real estate bubble. “China is experiencing the mother of all…
Tilson: Big Value in Big Caps
Whitney Tilson is finding some of the best opportunities in the market in some of the market’s largest companies. “It’s one of the most attractive areas in the market,” he…
Mobius: A Lot to Like in Brazil
Templeton Asset Management’s Mark Mobius is bullish on Brazil, saying a number of factors are making the Latin American giant an attractive spot for investors to look. “The country’s motto…
Fisher: PIIGS Won't Stop Market This Year
Kenneth Fisher says the European debt crisis won’t be enough to stop the stock market in 2012, and expects a big up year for stocks. “Volatility spooked investors in 2011,…