Bob Doll

Re: Bob Doll

Postby winston » Sat Sep 24, 2011 5:17 am

Bob Doll, BlackRock's chief equity strategist and a noted bull, told Reuters Insider that while he feels most of the bad news is in the market, he has the odds of a double-dip recession at roughly one-in-three.

Source: Reuters
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Re: Bob Doll

Postby winston » Tue Jan 03, 2012 8:05 pm

Bob Doll’s 10 predictions for 2012 By Prieur du Plessis

Bob Doll, Chief Equity Strategist of BlackRock (BLK 178.24 ↑0.00%), argues that “uncertainty associated with emerging markets growth, upcoming U.S. elections, and the European debt situation in particular, make the forecasting exercise especially precarious.”

He nevertheless produced the following predictions for 2012:

1. The European debt crisis begins to ease, even as Europe experiences a recession.
2. The US economy continues to muddle through yet again.
3. Despite slowing growth, China and India contribute more than half of the world’s economic growth.
4. US earnings grow modestly, but fail to exceed estimates for the first time since the Great Recession.
5. Treasury rates rise and quality spreads fall.
6. US equities experience a double-digit percentage return as multiples rise modestly for the first time since the Great Recession.
7. US stocks outperform non-US stocks for the third year in a row.
8. Dividends and buybacks hit a record high.
9. Healthcare and energy outperform utilities and financials.
10. Republicans capture the Senate, retain the House, and defeat President Obama.

Source: BlackRock – Weekly Investment Commentary, December 30, 2011.

http://www.investmentpostcards.com/2012 ... pe+Town%29
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Re: Bob Doll

Postby winston » Wed Jun 13, 2012 8:57 am

Bob Doll: Economy Is Not Headed For A Double Dip

Bob Doll, BlackRock chief equity strategist, discusses the best way to play the boost in U.S. markets on the heels of Spain’s bank bailout, including a look at cyclical stocks and sectors to play.

Here is a brief summary of what he said:

* Europe is taking steps in the right direction. Like the U.S. a few years before, the EU is throwing things on the wall and seeing what will stick; there is no right answer.

* Europe steps in the right direction to restore confidence.

* The U.S. economy seems to be okay and muddling through.

* Doesn’t think that the cyclical bull market is over, but we need sustained policy response to head it up.

* He is a buyer of cyclicals. Energy is hit hardest, and there are good opportunities.

* Industrial names are also interesting.

http://www.yolohub.com/trading/bob-doll ... double-dip
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Re: Bob Doll

Postby winston » Sat Jun 23, 2012 8:08 am

Was BlackRock's Permabull Bob Doll Fired For Stealing Financial Models? by Tyler Durden

Two weeks ago, when we remarked with great satisfaction that Wall Street's original pentagram of bull had now been cut to three, with the departure of BlackRock's hypermabull Bob Doll, we had one lingering question: why would a strategist, and not a trader, leave Wall Street in the "prime" of his CNBC prime-time years?

After all, it is not like Doll ever was right, or was judged by the quality of his predictions - if that was the case he would have been fired years ago.

Basically, there was a big question mark surrounding this departure.

Today, we may have gotten our answer: as Reuters reports, it appears Doll may have been dipping into the wrong model. Financial model that is.

From Reuters:

"In January, BlackRock Inc made a significant, but easy-to-miss change in the fund literature for three of its mutual funds... This year's fund literature said the investing model used "quantitative factor models generated by third-party research firms."

Typically such a change indicates a shift in a fund's methodology. But there was no shift in the investment process.... the new description came after the funds' board of directors learned that the investment models used for Doll's funds were never proprietary and had been based on other firm's models, according to two people familiar with the situation.

Doll was not the one who alerted the company about the issue, they said. The two people did not want to be identified because they were told about the situation in confidence"...

'The change was made just months before 57-year-old Doll, a regular on CNBC who is best known for his annual predictions and perennial bullish outlook, announced his retirement. Doll's last day is June 30."

While we respect Reuters attempt at political correctness, we are somewhat more blunt when we ask: was Bob Doll "told to quit" after it became clear, from other sources, that he was incapable of even constructing the simplest financial model on his own and had to "borrow" others'?

In other words: not only did Doll never have an original idea, he couldn't even come up with his unoriginal ideas on his own.

http://www.zerohedge.com/news/was-black ... ial-models
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Re: Bob Doll

Postby winston » Tue Dec 29, 2015 6:49 am

We're going to be OK next year—here's why: Bob Doll

By Fred Imbert

Source: CNBC

http://finance.yahoo.com/news/were-goin ... 02386.html
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