The burdens of a possible Cadbury acquisition and Kraft's recent decision not to raise its dividend (a first since its spin-off) should give dividend investors pause.
TCW CIO Jeffrey Gundlach says consumer debt led us into the downturn and government debt--although supporting the current upswing now--will ultimately prolong the pain.
TCW CIO Jeffrey Gundlach says investors should take a pass on very short-term securities and non-dollar currency, and take profits in very high-risk assets such as the lowest tiers of junk bonds and the mortgage credit markets.
Ariel director of research Charlie Bobrinskoy says we've backed away from the abyss, but commercial real estate and continued mortgage defaults are still risk factors.