CASH (CASH)
Jul 26, 2026, 12:00 amThis summary was created by AI, based on 6 opinions in the last 12 months.
The reviews from various experts highlight a cautious approach toward maintaining cash positions amid market uncertainty. Many experts suggest that as breadth deteriorates, raising cash becomes essential to mitigate risks and capitalize on buying opportunities once the market stabilizes. Comments reflect a belief that while holding cash may seem detrimental due to inflation eroding its value, it provides flexibility and optionality in a market that is experiencing corrections. The sentiment indicates that a firm stance on cash can lead to strategic investments when the environment becomes favorable, particularly looking for fundamentally sound investments. Overall, experts emphasize the importance of quantitative measurements and historical market trends in guiding their decisions around cash allocation, indicating a mixed sentiment toward the stock moving forward.
(A Top Pick May 23/12.) He was holding 20%-30% at that time but is now down to 5%-10%.
Peter Brieger(Top Pick Feb 12/13, Flat) 20% makes sense. 30% of your oil-weighted portion of your portfolio should be in cash ready for the fall and into the new year.
Josef Schachter(Top Pick May 17/12, Flat) Investors now believe that central bankers are dead serious about putting a floor under asset prices.
David Burrows
(A Top Pick April 5/12.) Recommending that clients have 20% or more. Thinks the CSE (?) Index is going to go down from the mid-$200 to about $200. Oil/gas price of about $97.50 will face $20 or more downside between now and the summer driving season. There will be some great buying opportunities with some stocks going down 30%-40% if there is a break.
Josef Schachter
Suggesting 30% so you can purchase these things as they pull back going through the fiscal cliff.
David BurrowsHe is holding about 15%-20% of the portfolios in cash. There is enough uncertainty out there vis-à-vis the US election and the disposition of a fiscal cliff that he would like to have some buying power.
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(A Top Pick April 5/13.)