…economy bottoms, but adds that he still sees plenty of opportunities in the market. Tilson says his hedge funds have scaled back their equity positions a bit but remain net…
Search Results for: low-volatility funds
Keep Steering Clear of Long-Term Treasuries, Hulbert Warns
…current yield represent compensation for inflation over the next 30 years,” he says. “That’s ridiculously low, of course.” “Over the last five decades in the U.S.,” Hulbert continues, “the lowest…
Dorfman: Rally Still Has Legs
…twice book value, and 0.94 times revenue. Treasury yields remain low, he adds. Market history is also on investors’ side, Dorfman says, referring back to the “waterfall declines” trend he…
Tech Rebound for Real, Says Oberweis
…expect “robust” spending in a recovery. “But I do think it will be easier for companies to grow off a much lower base — which is where we are now,”…
The Graham Approach: Still Making Hay after 60 Years
…the S&P 500). Below is an excerpt from the newsletter along with several top-scoring stock ideas based on the Graham investment strategy. Taken from the June 26, 2009 issue of…
New Normal? For Stocks, More Like Old Normal, O'Neil Says
…leader Supply & demand for the stock (trading volume increases as prices rise) Leadership in its industry Institutional ownership (mutual funds are buying) Market indexes supporting the investment thesis O’Neil…
O'Shaughnessy on Why Stocks Are Still Attractive, and the Value Resurgence
…significantly below its long-term median. The market will likely remain cheap as earnings recover from the massive losses of 2008. In addition, 15% of the index is still trading below…
Oberweis: Don't Ditch Buy-and-Hold
…an asset allocation of investment vehicles that have relatively low correlations to each other and keep that allocation constant — with the exception that over a period of time it…
Leuthold: Pullback Will Be Brief; S&P 1,100 by Year-End
…the areas of the market he’s currently bullish on. Leuthold also offers his take on the hedge fund industry’s future, and why so many hedge funds have been shutting down….
Rodriguez Bullish on Energy Stocks -- Not So Bullish on Economy
…firm’s big recent push into energy stocks. A number of factors — very low valuations, the fact that the world is consuming three times as much oil as it is…