Fisher Sees 2012 Ending with Strong Gains
In a preview of his firm’s third-quarter outlook, Kenneth Fisher and Fisher Investments’ Investment Policy Committee say they expect stock returns for the full 2012 year to be “strongly positive”,…
Reese on Healthcare Bargains
In his latest article for RealMoney.com, Validea CEO John Reese looks at some healthcare stocks that are getting high marks from his Guru Strategies. “As a historically noncyclical industry, the…
Paulsen Likes Industrials, Emerging Markets
Wells Capital’s James Paulsen says he’s finding a lot of good values in emerging market stocks and in US stocks that are more economically sensitive. Paulsen tells BloombergRadio’s “Bloomberg Surveillance”…
Sonders: Fiscal Cliff Uncertainty Holding Back Market
Charles Schwab Chief Investment Strategist Liz Ann Sonders says Congress’ inability to deal with the U.S.’s “fiscal cliff” is preventing rallies in the stock market — and leading to the…
Top International Managers Staying Defensive
Two international mutual fund managers with stellar long-term track records, Tom Forester and Robert Wyckoff Jr., have been continuing to beat the market recently using defensive approaches. Forester has outperformed…
Gross Sees Anemic Growth for Next Decade
PIMCO bond guru Bill Gross thinks the U.S. economy will grow at a 1.5% pace over the next decade, far below its historical norm. “Slower growth means lower returns on…
Einhorn Says Fed Should Raise Rates
Hedge fund guru David Einhorn says the Federal Reserve’s near-zero interest rate policy is counterproductive, and says it should raise rates to help the economy. Einhorn tells CNBC that low…
Boring Stocks, Big Returns
In his bi-weekly Hot List newsletter, Validea CEO John Reese offers his take on the markets and investment strategy. In the latest issue, John looks at new research that shows “boring”…