Even after the rally, Doug Kass believes investors are still under-invested in stocks. A re-allocation into stocks and out of bonds represents a "potentially massive (and latent) demand that could easily be the catalyst for a move to all-time highs in the S&P 500 in 2012." Kass sees opportunity in asset managers and discount brokers: OZM, TROW, WDR, LM, ETFC, SCHW.
Even after the rally, Doug Kass believes investors are still under-invested in stocks. A...
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