CASH (CASH)

Investor Insights
star iconJun 7, 2026, 12:00 am

This summary was created by AI, based on 8 opinions in the last 12 months.

The reviews about the company CASH indicate a cautious yet strategic approach towards cash management amid fluctuating market conditions. Several experts express a tendency to increase cash positions in response to signs of market deterioration, such as narrowing breadth and a high Bear-o-meter reading. While a significant portion of portfolios remains invested, many strategists advocate for a balanced approach, holding around 20-25% cash to capitalize on future opportunities as market conditions change. The consensus suggests that cash offers flexibility, allowing investors to respond to market corrections effectively. Additionally, some experts highlight the importance of defensive positioning during historically slow market months, particularly in summer.

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Consensus
Cautious
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Valuation
Fair Value
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BND,ETF
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.
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