Byron Wien says he thinks the stock market will be higher at year-end, and thinks the economy will improve — though not as much as he previously thought. Wien, the…
Paulsen: Buy What Others Are Avoiding
Wells Capital Management Chief Investment Strategist James Paulsen says U.S. consumers and the U.S. economy are being more resilient than many think. Paulsen also tells Bloomberg that he’s high on…
How the AAA Firms' Stocks Stack Up
In his latest column for Canada’s Globe and Mail, Validea CEO John Reese takes a look at how some companies with top credit ratings look as possible investments. Following the…
Stocks Pricey and Risky -- But Shouldn't Be Avoided, Shiller Says
Yale Economist Robert Shiller says he thinks stocks “look highly priced, but not super highly priced”. In an interview with Consuelo Mack on WealthTrack, Shiller says the market’s 10-year price/earnings…
Top Fund Manager Putting Cash To Work
Steven Romick, who has been one of the U.S.’s top mutual fund managers for over a decade, says he’s tilting his portfolio toward larger firms with international, non-dollar exposure. Romick…
Mobius: EMs Offer Safety -- If You Diversify
Templeton Asset Management’s Mark Mobius continues to say that emerging markets should be a safe haven for investors, but he stresses that a diversified approach to EMs is key. “A…
Tilson & Heins on Staying Disciplined
Warren Buffett has said that investing is simple, but it’s not easy, and in their latest Kiplinger’s column, value investors Whitney Tilson and John Heins explore that subject. “In The…
Reese: Look to Dividend Stocks, Not Treasuries
In his latest article for Forbes.com, Validea CEO John Reese says that dividend-paying stocks — not Treasury bonds — are a good place to look for yield in the current…
Bogle Sees Stocks Outperforming Bonds
Vanguard Founder Jack Bogle says the odds are “very, very much in favor of stocks” outperforming bonds over the next decade, but also says investors might want to take a…
Focus on Dividends, Siegel Says
Wharton professor and author Jeremy Siegel says dividend-paying stocks — not Treasury bills, which he says are back in “bubble” territory — are the place investors should look for yield.…