…do well regardless of what the economy does. “In January the unemployment rate dropped to a three-year low of 8.3%. Even housing is showing a glimmer of improvement. Sales of…
Search Results for: low-volatility funds
Siegel: No Surprise If Dow Passes 15,000 This Year
…seem. Assuming just 6% earnings growth in Dow companies over the next two years — well below the 9% consensus estimates — price/earnings ratios would need to expand only slightly,…
Grantham's Firm Sees "Mother of All Bubbles" in China
…hedging its China exposure to near zero in the emerging-markets portions of its mutual funds, Chiappinelli said, and it is net short on the country in its hedge fund. …
Fisher: PIIGS Won't Stop Market This Year
Kenneth Fisher says the European debt crisis won’t be enough to stop the stock market in 2012, and expects a big up year for stocks. “Volatility spooked investors in 2011,…
GMO High on Quality & Value, Sour on Bonds
…won’t be deflated without a contagion effect has GMO concerned. Seeing Volatility as Opportunity: “We continue to be interested in the market’s short-term swings only insomuch as they offer us…
Buffett: Productive Assets Like Stocks Offer Most Safety -- Not Bonds
Over the past few years, investors have poured into low-yielding Treasury bonds, perceiving them as the safest place to be during the global economic tumult. But, according to Warren Buffett,…
Fisher: 2012 "To Be As Rewarding As 2011 Was Frustrating"
Kenneth Fisher, who correctly said 2011 would be a flattish year for the market with lots of volatility, sees a much better scenario developing in 2012. “Optimists are scarce, and…
Berkowitz Undeterred
…(click here for a PDF copy). “The Fund’s performance last year makes little sense in light of such positive trends and we can only hypothesize from public comments that investors…
The Little-Known Guru Who Beats The Market
…stocks that have very low expectations. Quite often, such firms have low book/market ratios because they are in financial distress, and investors wisely stay away from them. On certain occasions,…
Is There A Hole In The CAPE?
…recent corporate profit growth as sustainable. He thinks the S&P 500 should rise to nearly 1,600 if inflation stays normal, and over 2,000 if we enter a low-inflation era. …