I don't mind that though. He has an opinion that he believes in and sticks with it. That is far better than the Fast Money crew that he is speaking to in the video below, many of whom are capable of changing their opinion on a stock within the span of their one-hour show.
So why is Siegel bullish this year? Here is his case:
- Strong economy
- Low interest rates
- Retail investors finally getting over their fear that remains from 2008
If there is one thing to worry about, Siegel would say it is some kind of financial crisis. He isn't terribly worried about Europe though as he believes the leaders have shown they will do what it takes to deal with problems.