Analyst Will Power Does an About Face on Apple
Wall Street analysts are typically not an investor’s best friend. They usually place favorable ratings on stocks after they’ve had a bullish run and the easy money has been made. This sets impressionable investors up for the...
- Posted January 31, 2013
Doug Kass: Market Could Be Making High for the Year Currently
Doug Kass, of Seabreeze Partners, provided a sanguine view of the stock market’s prospects on CNBC’s Futures Now program this week. Based on his view that traders are ignoring “conspicuous headwinds,” Kass sees the possibility the market...
- Posted January 30, 2013
Frontier Markets Hold Deep-Value Treasures According to Caglar Somek
Investors are finding it increasingly difficult to find bargains in financial assets as markets rise in tandem. One area which has underperformed since 2009 is frontier markets, according to Caravel Management Global Portfolio Manager Caglar Somek. In...
- Posted January 30, 2013
Laszlo Birinyi on the Stock Market’s Future Trajectory
Long-time market observer and tactician of his own firm Birinyi Associates, Laszlo Birinyi, was on CNBC with Scott Wapner providing his updated view of where the stock market is heading as it approaches its all-time highs. Birinyi...
- Posted January 27, 2013
Bill Ackman and Carl Icahn in Major Mudslinging Contest
CNBC’s Scott Wapner hosted an entertaining and contentious debate between hedge fund managers Bill Ackman and Carl Icahn this afternoon. Early on referring to “this Ackman guy,” Icahn proceeded to describe his nemesis as “like the cry-baby...
- Posted January 25, 2013
Hedge Fund Manager David Tepper on Investing in 2013
Appaloosa Management CEO and Co-Founder David Tepper was on Bloomberg Television’s “Market Makers” discussing investing and his 2013 outlook for the markets and economy. Tepper corrected host Stephanie Rhuhle who said his fund was up 24% last...
- Posted January 23, 2013
Top Stock Picks Conclusion
A monthly look at attractively valued stocks, or “Three Top Stock Picks,” commenced in August 2012. It was intended to be a regular feature of this blog, however, due to the market’s overall strength it is becoming...
- Posted January 22, 2013
Larry Swedroe Pities the Poor Souls Who Invest in Hedge Funds
Larry Swedroe, financial author and and director of research for the BAM Alliance, has penned a devastating review of hedge fund performance over the past decade. Swedroe notes the HFRX Global Hedge Fund Index returned just 3.5%...
- Posted January 19, 2013
Louise Yamada: One Sector Could Outperform U. S. in 2013
Jeff Macke of Yahoo Breakout interviewed renowned technical analyst Louise Yamada yesterday. Back in August, Yamada said the bull market was becoming “long in the tooth” . Yesterday Yamada noted that U. S. indexes were doing well,...
- Posted January 18, 2013
Dennis Gartman is a Believer in the Great Rotation
Frequent CNBC guest Dennis Gartman, editor of The Gartman Letter, was interviewed by Melissa Lee yesterday. Gartman indicated he believed a rotation from bonds to stocks was taking place. “People are finally beginning to understand that fading...
- Posted January 16, 2013