Leon Cooperman (Omega Advisors)

[winston]

Leon Cooperman (Omega Advisors)

Earlier this summer, the legendary hedge fund manager presented at the "Leaders in Investing Summit", where he was concerned about employment and thought that bonds were screaming to be shorted.

At today's "Delivering Alpha" conference, Cooperman says that the economic and financial crisis from 2008 would not repeat in 2011 or 2012.

The manager continues to avoid government bonds and again says that stocks are the "best house in the asset management neighborhood."

He likes stocks assuming that Obama softens his 'anti-wealth' stance and that the Middle East remains stable. To see what stocks Cooperman is invested in, head to our Hedge Fund Wisdom newsletter.

Cooperman will also be presenting his latest investment ideas at the "Value Investing Congress" next month.



Read more: http://www.marketfolly.com/2011/09/hedg ... z1Y5XIOAAZ



http://www.marketfolly.com/2011/09/hedg ... s-dan.html

[winston]

COOPERMAN: Four signs that we're entering a bear market

By Lucinda Shen

https://finance.yahoo.com/news/cooperma ... 50740.html

[winston]

Leon Cooperman: I don't like what I see

By Christine Wang

Source: CNBC

http://finance.yahoo.com/news/leon-coop ... 21420.html

[winston]

Cooperman on CNBC says U.S. equities 'fairly but fully valued'

Investors would be "lucky" to earn 5 percent to 6 percent in equities. Cooperman said it is "hard to find things that are terribly mispriced," given central banks' loose monetary policies have elevated asset prices across the board.

"I would not expect the market to do that much on the upside. We have to accept the reality that if interest rates belong where they are, that's a slow-growth world and returns on equity are going to be lower than they have been historically. And I accept that fact."

Source: Reuters

http://www.reuters.com/article/us-funds ... r%20Update

[winston]

There are 4 things to worry about when you look at the stock market

by Nicole Sinclair

1. “The first is recession, that’s what generally causes bear markets”
2. “Second is a hostile Fed.
3. Third would be a euphoric, overvalued market, which itself becomes vulnerable to a big decline.
4. And fourth would be some unforeseen geopolitical event.”

“If you take the corporate tax rate from the mid 30s down to the high teens and you repatriate a couple trillion dollars of offshore earnings, we’re talking about earnings added on to the S&P of over $10 a share. That’s a very significant development.”

Source: Yahoo Finance

https://finance.yahoo.com/news/cooperma ... 20588.html

[winston]

There are 4 things to worry about when you look at the stock market

by Nicole Sinclair

1. “The first is recession, that’s what generally causes bear markets”
2. “Second is a hostile Fed.
3. Third would be a euphoric, overvalued market, which itself becomes vulnerable to a big decline.
4. And fourth would be some unforeseen geopolitical event.”

“If you take the corporate tax rate from the mid 30s down to the high teens and you repatriate a couple trillion dollars of offshore earnings, we’re talking about earnings added on to the S&P of over $10 a share. That’s a very significant development.”

Source: Yahoo Finance

https://finance.yahoo.com/news/cooperma ... 20588.html

[winston]

Leon Cooperman plans to stock pick his way to success, not expecting much more from overall market

by Yun Li

“In terms of my long-term outlook, to be honest with you, stocks are the best place to be, but I just wouldn’t expect much from the major averages”.

“I’m prepared to be in that kind of environment where I have to stock pick my way to success.”

“The cyclical forces that determine the market outlook are basically positively positioned and that’s why I’m heavily invested,” Cooperman said.

“We have a central bank that wants more inflation. Until that changes, I think the market is probably in good shape.”

“Everybody is worried about inflation. Inflation is a positive for common stocks because inflation in companies’ costs works its way into selling prices, which lift the nominal level of revenues and earnings.

Inflation becomes a problem for the market when the central bank is moving to curb inflation,” Cooperman said.

Source: CNBC

https://www.cnbc.com/2021/06/29/leon-co ... yourwealth

[behappyalways]

"The Market Has A Lot Of Room For Downside" - Leon Cooperman Sees Recession Arriving In 2023
https://www.zerohedge.com/markets/marke ... iving-2023

[behappyalways]

Leon Cooperman Warns "Bear Market" Not Over As Recession Looms "Sometime In 2023"
https://www.zerohedge.com/markets/leon- ... etime-2023

[winston]

‘We are heading down’: Leon Cooperman warns that stocks could plunge 22% from here — he’s using these 2 stocks for protection

"I think QT, Fed tightening, the high price of oil, or maybe a strong dollar — some combination of these four things creates a recession, and the final bottom of the market will be about 35% below the 4,800 peak".

Source: TipRanks

https://finance.yahoo.com/news/heading- ... 24515.html