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.
If we see evidence of some major sectors turning to the upside, we will consider pressing more long trades in our model.
September was a particularly strong month for the portfolio, as volatility continued to decline and our portfolio was well positioned to benefit from a more tranquil period.
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: