CASH (CASH)

Investor Insights
star iconSep 5, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

Experts express a cautious approach towards maintaining cash positions in light of market conditions and potential recessions. One expert emphasizes the necessity of raising cash when market breadth deteriorates, suggesting a strategy of holding 5-7% cash to provide flexibility. Another expert notes the importance of cash as a way to navigate uncertain markets, particularly when buying into a falling market may not be prudent. There's a consensus that markets experience cycles, with historical patterns indicating that breadth deterioration precedes bear markets. Overall, cash is seen as a strategic tool that allows for better positioning when opportunities arise or in case markets take a downturn.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Fair Value
review icon
Similar
SBUX
TOP PICK
He wants to reserve some fire power in the event markets weaken.
PAST TOP PICK
(A Top Pick Aug 13/18, Up 0%) It will be an investing market from now through 2025. But the general market needs a cool-off. People should build up cash reserve and be ready.
TOP PICK
Have some cash to deploy, and take some money off the table. He expects more opportunities to come, and want to keep some cash to take advantage of this.
TOP PICK
The market isn't good value now, and holding cash gives you some safety. You can use cash to buy gold stocks if things go south.
PAST TOP PICK
(A Top Pick Feb 08/19, Up 0%) From end of March to end of last week, he's been 100% invested. Recently took 66% out and put it in bonds, defensive, and cash. Now looking at areas that will benefit from a volatile market. Now is looking to redeploy and letting risk/reward be more aggressive.
HOLD
You have not seen anything yet that would warrant holding a higher level of cash. It all depends on your own personal situation. He holds less than 10 percent in his portfolio. He holds about 60-65% in equities.
TOP PICK
He thinks you should hold higher levels of cash. You should have about 10-20% weighting here now.
PAST TOP PICK
(A Top Pick Feb 22/19, Up 0%) He's now at 15% cash and will stay at the level in the summer. Cash gives you opportunity to do short trades on, say, China or emerging markets.
COMMENT
He always has a lot of cash on the sidelines, but he doesn't think of it in terms of percentages. His big problem now is finding a good preferred share, like LB and Transalta.
DON'T BUY
He doesn't use cash except to rebalance briefly. He's fully invested in his portfolios. Cash pays nothing. You get poor slowly holding lots of cash.
COMMENT
A past pick today. He holds around 22% cash. On his last appearance, he was at 35%. He's picking away at stocks carefully, because the market is overbought.
TOP PICK
Holds 35% cash. The worst you can do is underperform, but you won't lose money. See his opening comments about the S&P at 2,800.
PAST TOP PICK

He was 35% cash in December, then fell to 20% and is now back to 35%.

TOP PICK
As long as the market is this high and not correctly seriously soon, it's more of a trading than investing market, smash-and-grab. The only way to do that is to have cash handy to grab. There will be lots of trading opportunities, such as oil. Otherwise, buy a utility.
TOP PICK
He hates mentioning cash during seasonal strength for the broader stock markets, but these markets have come up to their 200-days moving averages. Take profits, even for a couple of days, and enjoy life.
Showing 61 to 75 of 492 entries