If you're in the right stocks and/or the right sectors - such as housing, wow! - you're having a grand time in this bull market. The Top Ten is doing its thing, up 26.5%, or close to double the S&P 500 return. And like last year, all ten stock picks...

IBM (IBM) is going to cost Berkshire Hathaway [(BRK.A) (BRK.B)] a lot more than the $1.3 billion of paper profit that has vanished since last Friday. With a cost basis near $170 per share, it's unlikely Warren Buffett can sell 68 million shares of IBM without driving...

In this column, I'm going to pound the table for stocks (once again), then comment on several homebuilding stocks, including two from my Top Ten list for 2013, DR Horton (DHI) and Hovnanian (HOV), as well as Mueller Water Products (MWA), a soon-to-be beneficiary of the...

I'm the luckiest guy in the world on a number of levels, and that includes investing in stocks.

Luck is a variable in performance, but that's all it is. One variable. I'm happy to be lucky, but I'm also confident in...

t's one thing for me to say, "Get invested, we’re in a secular bull market that began in March, 2009 and is likely to last into the 2020s." It’s another thing for you to believe it...

Investors, take note: Two powerful catalysts have been unleashed that will power the economy in 2013 and for several years beyond. Even though the catalysts are easy to recognize, the stock market has yet to...

In David Weidner's column in The Wall Street Journal last month, "2012 Was Good for Stocks, Bad for Stock Pundits," he said that the "median accuracy for market calls" by pundits was 47%. "The record speaks for itself," Weidner said. "Most of the smartest guys...

This is the tenth piece in Seeking Alpha's Positioning for 2013 series. This year we have taken a slightly different approach, asking experts on a range of different asset classes and investing strategies to offer their vision...

The stock market makes mistakes -- it misprices stocks, after all -- but those mistakes always get corrected in due course. Part of my job as a money manager is to be quicker than the market, to spot the...

My guess for 2013 and beyond: The stock market is going higher, maybe a lot higher. There are many reasons, but this one surprises me as much as anything: I can't find any unapologetic bulls. To a person, every individual that I've talked to in recent weeks is nervous - scared about the...