In his latest column for NASDAQ.com, Validea CEO John Reese takes a look at some of the best large-cap stocks in the market. Noting that several top managers — including…
El-Erian on How the Greece Crisis Helps -- and Hurts -- the U.S.
In an interview with CNBC, PIMCO CEO Mohamed El-Erian says the Greek debt contagion will cause investors will divert a good deal of money away from Europe and into the…
Data Points to 8%-9% Yearly Stock Returns in Next Decade, Economist Says
While some are proposing that we’ll see a “new normal” in stock returns going forward, economist Richard DeKaser says investors can expect 8% to 9% annualized returns over the next…
Leuthold Dumping Bonds, Keying on Dividend Stocks
Steven Leuthold, the longtime bear who made a successful bullish call back in the winter of 2008/2009, is cutting back on junk bonds that have offered big returns over the…
ECRI Chief: "Double-Dippers" Will Be Wrong -- Again
The Economic Cycle Research Institute (ECRI) has a great track record of calling the beginnings and ends of recessions and expansions. And now, its leading indicators are signaling that, while…
Getting Contrarian with the Dreman Strategy
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 David Dreman-inspired contrarian strategy, which…
Buffett: "Real Strength" in Economy
In an interview on CNBC’s Squawk Box, Warren Buffett says he’s seen “real strength” in the economy over the past couple months. “The economy has picked up, I think, a…
Sonders: Recovery Is More than "Sugar High"
Charles Schwab’s Liz Ann Sonders — who made what appear to have been very accurate calls on the start and end of the recent recession — says the U.S. economic…
Heebner: Euro Debt Woes Won't Stop U.S. Recovery
Fund manager Ken Heebner says he thinks the U.S. economy will continue to recover, regardless of what happens with Europe’s debt woes. “I think the American economy is not dependent…
Siegel Sees 10%-15% More for Rally by Year-End
Author and Wharton professor Jeremy Siegel continues to be bullish on the market, saying he sees another 10% to 15% in gains for stocks by year-end. Siegel says that “extraordinarily…