Cohen Says Developed Markets More Attractive than Emerging Markets
Goldman Sachs’ Abby Joseph Cohen says that, while she likes the growth prospects of emerging markets, she’s seeing more value in investments in developed markets like the U.S., Europe, and…
Guru Strategy Rating Changes: TXN Rising, PRU Falling
Each week, we take a look at which stocks John Reese’s Validea.com Guru Strategy computer models have newfound interest in, and which they have soured on. Here’s a look at…
Top Fund Manager Talks Strategy
While most long-only equity funds have struggled in the past decade, Donald Yacktman’s two funds have returned 12.4% and 12.9% per year, respectively. And in a recent interview with The…
How to Avoid "Closet Indexers"
While most mutual fund investors turn to funds that they hope will beat the broader market, a new study shows that a big portion of mutual fund managers are “closet…
Broader Outlook Gloomy, but You Can Still Make Money, Hussman Says
Fund manager John Hussman says the broader market is priced to return significantly less than its historical average for the next decade — and says the government’s huge bailout of…
Paulsen: Recovery Is Sustainable
Wells Capital Chief Investment Strategist James Paulsen says that, while economic problems remain, he sees more improvement for the economy in 2011, and more gains for the market. Paulsen tells…
Reese: Five Dividend Plays -- With or Without the Tax Break
In his latest article for Forbes.com, Validea CEO John Reese takes a look at five high-dividend-paying stocks that could get a boost from the recent extension of the Bush-era tax…
Hulbert: Sentiment Jump Cause for Concern
Newsletter tracker Mark Hulbert says market sentiment has gotten “disturbingly high”, which could mean trouble for the market, in the shorter term, at least. “The Wall of Worry that existed…