Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
April 03, 2011
Value to Trump Growth Over Next Five Years, Says ExpertEric Nelson of Equius Partners expects his “all value,” passively managed portfolio to outpace other popular approaches
March 25, 2011
'Europe Is Not Going Away,' Argues David Marcus: Weekend InterviewA disciple of the legendary Michael Price, Evermore Funds’ founder David Marcus sees opportunity in Europe, which Germany will defend, along with the euro.
March 25, 2011
David Marcus Seeks Opportunity for New Funds: Weekend InterviewA disciple of the legendary Michael Price, Evermore Funds’ founder David Marcus brings a focus on opportunity and catalysts as a ‘go anywhere’ value investor.
March 18, 2011
Fisher Prepares for Bull Market’s Next Leg With U.S. Growth Stocks: AdvisorOne Interview, Part IIKen Fisher explains the portfolio changes he's made re Japan, and expresses his worries on emerging markets raising rates too fast
March 16, 2011
Japan Stocks Rebound; European Markets Feel Portugal Rating CutThe Nikkei recovered some lost territory on Wednesday as markets in Europe felt the pain of local problems amidst the turmoil over Japan’s tragedy.
March 08, 2011
Edward Jones Survey: Investors Upbeat, Divided by Gender on Sector FocusWomen say that technology will be the top-performing investment group in 2011, while men say its gold.
March 07, 2011
Bad News, A Bullish Wall of Worry and Sell SignalsA VIX below 20 does not build a wall of worry.
March 07, 2011
Where the Opportunities Are in Stocks, Bonds and the DollarOne advisor surveys the markets, and looks favorably on TIPS, oil, gas and silver, among others.
March 01, 2011
Asset Allocation: March 2011I don’t think we’re in a bond bubble, although I know many people feel that way. Our increase in our equity allocation recently simply reflects…
March 01, 2011
Behind the Numbers with Gary ShillingI don’t think we’re in a bond bubble, although I know many people feel that way.