guru focus top dividend stocks

How To Get An 8.4% Portfolio With The Help Of Buffett, Tepper, Pabrai, Marks And Einhorn (click for original -- gurufocus.com)

November-17-2011

At times like this, dividends are king. Stocks paying a high yield will hold up better as the market goes south. In this article I picked the highest yielding stocks from the portfolio of Warren Buffett, David Tepper, Mohnish Pabrai, Howard Marks and David Einhorn. By this way I created a portfolio of 5 stocks selected from superb Value Investors.

ZeroHedge Grand Unifying Theory Forecast

http://www.zerohedge.com/news/grand-unified-presentation-everything

Mauldin overview of Europe's problems -- a great read!

Long overview from http://www.johnmauldin.com/frontlinethoughts/where-is-the-ecb-printing-press that's worth reading.

Where Can I Find €3 Trillion?

First, for the record, the European issue is not a crisis of confidence, as Merkel and Sarkozy, et al., keep telling us. It is structural. And until the structural issues are dealt with, the problems will not be solved.

Barclays Capital ZEW German Economic Sentiment Index -- Bearish

The ZEW German economic sentiment index fell to -55.2 in November from -48.3 in September, below our forecast (-52.0) and consensus (-52.5). The current reading is far below the long-term average of about +25 points and reflects the very low expectations of the financial experts taking part in this survey for German economic activity over the next six months.

The ZEW's current situation index declined from 38.4 in September to 34.2 and the gap between sentiment and the current situation remains large. Current readings are now very close to those in June 2008, before the current situation index went into free fall and a sharp recession followed. The ZEW said that "world trade is weakening and the public debt problems in the Eurozone and in the US weigh heavily on business activity. These risks could even gain more importance and thus could further harm economic growth in Germany."

In our view, these figures underline the very pessimistic outlook of financial sector experts which is increasingly shared by others and clearly shaped by the sovereign debt crisis in the euro area. They point to growing risks to our German GDP Q4 forecast of only a slight contraction in Q4 GDP by 0.1% q/q.

Schwab Market Report -- Bullish

source

Every Picture Tells a Story: Market Charts Looking Good

November 14, 2011

Liz Ann Sonders
Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc.

Key points

• With so much focus on the macro, I thought an update on the micro would be welcome.
• Several measures of sentiment, valuation and technical conditions show the market to be in pretty good shape.
• Macro headwinds persist, but the expectations bar has arguably been set low enough to be easily hurdled.