Grantham: "Almost a Certain Bet" that Blue Chips Will Outperform
It’s been well documented how “junk”-type stocks have outperformed higher-quality issues during the huge run-up since the March lows. But in his New York Times column, Mark Hulbert provides some…
Doll: Rally in "Transition Phase"
Blackrock Chief Investment Officer for Global Equities Bob Doll says that the stock market rally isn’t over, but that it has entered a new phase. Doll tells Bloomberg that last…
Inside Rodriguez's Approach
A new Bloomberg article takes a look at First Pacific Advisors’ Bob Rodriguez, offering some insights into the strategy of the fund manager whose 15% average annual return over the…
Tilson & Heins: Healthcare Fears Overdone
Add two more top strategists to those who say that healthcare reform fears are creating some bargains in the sector. In their latest Kiplinger’s column — a piece on contrarian…
Dorfman: Sectors for the Recovery
Is the recovery real? Yes, says John Dorfman. In his Bloomberg column, Dorfman — who was on target in calling the start of the stock market rally — says improvements…
Time for Large Caps to Shine, Says Hulbert
With 2009 winding down, MarketWatch’s Mark Hulbert says many signs point toward large-cap stocks being the place to be. Hulbert says that in general, this time of year is a…
Hussman: 80% Chance of 2010 Plunge
John Hussman, whose funds have some of the better long-term track records in the industry despite missing out on much of the ’09 rally, says he sees an 80% chance…
Berkowitz: There's Value in Healthcare
Top fund manager Bruce Berkowitz says that though stocks are up some 60% off their March lows, there are still values left in the market — particularly in the healthcare…