Checking In on My 2013 Outlook

Last December, Roben Farzad asked a group of market experts to share their thoughts on the market in 2013. Here’s what I had to say.

The math is still very much in favor of stocks. Dividends are growing and bond yields are terrible. An emergent recovery in housing is helping consumers. I like Ford because it’s on the way to duplicating its U.S. turnaround in Europe. Aflac is a very well-run company that fell because the market wildly overreacted to its exposure to Europe. Moog is a classic value play. The stock has been a laggard despite giving good earnings guidance for 2013.

I think it holds up pretty well. (Please no comments on the photo.)

Posted by on November 20th, 2013 at 10:33 pm


The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.