Hedge fund heavyweight William Ackman just unleashed a very detailed slide show presentation on REIT investments this week at the Value Investing Congress.
Outlook
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Hedge fund manager Whitney Tilson at T2 Partners warned this week that stocks might not have a big upward catalyst from here. Still, he sees long-term value.
Bill DeShurko, manager of the Dividend and Income Plus model, shares the screen he uses to help him find quality dividend stocks.
Economic worries have ebbed since August, but have yet to improve to the best levels of 2012 based on the all-important platinum/gold ratio.
In one chart, here is why stocks may not be overvalued even after more than doubling off the 2009 lows and may still offer better value than bonds:
The widely read historian and newsletter author doesn't buy Bernanke's case for an extended zero-interest rate policy.
Even lower yields on U.S. Treasuries are possible, and they could help drive up the prices of dividend-paying stocks as an investment alternative.
The Russell 2000 may give us cue as to whether the S&P 500 and other major U.S. indexes will reach all-time highs in the coming months.
Stocks are near 5-year highs even as bonds are favored. How might stocks do if investor risk appetites increased?