Stocks are cheaper than they’ve been in more than two decades, according to a new report from Bespoke Investment Group. According to CNBC.com, Bespoke says in its 2012 outlook report…
Biggs Bullish, But Cautious
Hedge fund guru Barton Biggs says he’s bullish on stocks, “assuming that the world holds together”. Biggs says he’s still very nervous about the lack of progress regarding Europe’s debt…
Paulsen: Turn to Unloved Sectors in 2012
Wells Capital’s Jim Paulsen thinks the European debt crisis will fade into a “chronic problem” rather than a crisis in 2012, which will help the economy and stocks perform better…
The Two-Headed Guru Portfolio
What stocks would two of history’s greatest investors — Warren Buffett and Peter Lynch — buy today if they teamed up to build a portfolio? In a “Number Cruncher” column…
Doll Sees Double-Digit Returns in 2012
Blackrock’s Bob Doll says there is more to the market’s strong recent performance than the “January Effect,” and says stocks are poised to gain ground in 2012 even if the…
Nygren: "Once-In-A-Generation Opportunity" for Investors
Bill Nygren, whose Oakmark fund is in the top 12% or better of its class over the past three, five, and ten years, according to Morningstar, says investors need to…
Gloomy Rosenberg Sees Hopeful Sign for Stocks
Top analyst David Rosenberg has been very bearish on the U.S. economy, and he hasn’t changed that stance. But he is seeing a ray of hope for stocks. “My fundamental…
Food Stocks for Lynch and O'Shaughnessy to Munch On
With incomes rising in several large emerging markets like China and India and food prices moderating, a number of food-related companies are looking attractive right now, says Validea CEO John…
Woodford: Europe on Verge of Recession
Top U.K. fund manager Neil Woodford says Europe is on the verge of recession, and continues to see tough times ahead for the developed world. “The increasingly tough economic outlook…
Sonders: Optimistic Despite "Cacophony of Naysayers"
While many continue to worry that the European debt crisis will topple the U.S. stock market, Liz Ann Sonders — whose calls on the start and end of the Great…