Barry Ritholtz, who turned bullish right around the March 2009 low and bearish shortly before the “flash crash” in May, is now sitting largely in cash — but says his…
Search Results for: low-volatility funds
Winters Seeing Plenty of "Fat, Slow Pitches"
…to buy stocks today, which creates a lot of fat, slow pitches.” Winters says his cash position is only about 10% right now, significantly lower than it was during the…
Hussman Sounds Recession Bell
…signaling a recession was the ISM Purchasing Managers Index, which needs to fall to 54 or lower. The most recent reading, from May, was well above that, at 59.7. But…
Lynch-Inspired Model Far Outpacing Market
…company was growing, the more you should be willing to pay for its stock. To Lynch, PEGs below 1.0 were signs of growth stocks selling on the cheap; PEGs below…
Yacktman on How to Make Hay by Treating Stocks Like Bonds
In an interview with WealthTrack’s Consuelo Mack, top fund manager Donald Yacktman talks about how he has been able to outperform 99% of funds in his category over the past…
Forester on Opportunities in a Range-Bound Market
…long-term outperformance. Forester, whose average holding has a market cap of about $60 billion, also looks for a stable top line, strong balance sheet, healthy dividend yield, and low price-to-cash-flow…
Gross, PIMCO Shifting into Equities
…CNBC that “corporate equities … in terms of valuation, are selling at very low P/E ratios and in some cases might be perceived to be almost as safe, or almost…
Rogers on Where to Find Contrarian Plays
…firms right now. “We love low P/Es,” says Rogers, whose flagship Ariel Fund has returned close to 7% per year over the past decade while the S&P 500 has been…
Hussman: Four Factors Pushing Us Toward a Double-Dip
…or the yield curve reverse, a further decline in the Purchasing Managers Index to 54 or below would be sufficient to confirm a ‘double-dip recession’,” writes Hussman. “Note that by…
Dreman Finding Value Amid Fear
Contrarian guru David Dreman says that while he expects significant volatility going forward, he’s still finding value in the market. “I think while value is there, we’re all going to…