Laszlo Birinyi said that he knew in October that it would be hard to make predictions for 2012 when he saw a headline suggesting that markets would rise or fall depending on whether the tiny nation of Slovakia approved a bailout plan for Europe.
U.S. economic engine is humming, but sustainability is still in question; investors can find the most attractive risk-reward opportunities in the center of the risk spectrum, and gain protection in high quality and/or dividend growth equities.
Scott Schermerhorn, chief investment officer at Granite Investment Advisors, is so enamored with stock valuations in relation to the strength and direction of dividends that he believes portfolios should be tilted strongly in favor of stocks over bonds.
Bruce Berkowitz, whose $8 billion Fairholme Fund is suffering its second-worst year on record because of bad bets on financial firms, may have lost about $180 million today on Sears Holdings Corp.
Bruce Berkowitz, suffering from redemptions after loading the Fairholme Fund with financial stocks, sold his stakes in Goldman Sachs Group Inc. and Morgan Stanley while keeping Citigroup Inc. and Bank of America Corp.
This white paper from Invesco explores why it's critical for advisers to prepare their clients for market cycles and periods of risk, and how investors can position their portfolios to hold up in any economic environment.
Plenty of less sizable businesses make substantial payouts to shareholders, says Heartland fund manager
When it comes to shareholder payouts, a trio of businesses stand out, says Goldman PM Troy Shaver
Last year's stock market volatility has taken its toll: Financial advisers are a lot more skittish about equities now than they were at the start of 2011.
For U.S. equity investors, the next 12 months may be all about staying home.
Buying bonds for safety, when so many stocks are yielding such attractive dividends, is a losing strategy: Ave Maria manager.
Last week, the S&P 500 pulled back by less than 2% - certainly not sufficient to clear the overvalued, overbought, overbullish, rising-yields syndrome that we observe in the market, but enough to bring our estimate of S&P 500 10-year total returns from an expected 3.06% to an expected 3.25%.
The uncertainty in Europe has pushed the Forester Value Fund Ticker:(FVALX) into a defensive mode, but that's far from sitting on the sidelines, according to Tom Forester.
A new study shows that correlations between many so-called “risk-on assets” have risen dramatically over the last decade.
The biggest bond gains in almost a decade have pushed returns on Treasuries above stocks over the past 30 years, the first time that's happened since before the Civil War.
Financial advisers increasingly are looking to dividend income as a means to provide cash flow to retired clients — despite some obvious risks in doing so.
Barton Biggs, who trimmed bullish bets in September before U.S. stocks posted the biggest monthly gain since 1991, said that though he doesn't want to be fully invested in equities, “it's hard to get really bearish.”
Bipartisan support is growing in the U.S. Congress for new rules banning insider trading by lawmakers amid concerns about waning trust among the public.
History is on the side of a Santa Claus rally by the stock market at the end of the year, but the bigger issue is what it means for stocks next year if that year-end rally doesn't pan out.
