Your Money with Chuck Jaffe

David Trainer, president of New Constructs tells Chuck Jaffe that many people think Revlon is " attractive and good because it's up about 30 percent this year," and that even if things weren't rosy, they believe company chairman Ron Perelman would step in and buy out the stock if something bad happened. But according to Trainer, something bad is about to happen, namely Revlon is due for a serious stumble. So he puts the stock in the "Danger Zone" on "MoneyLife with Chuck Jaffe," saying that only if the stock gets hammered down from the low 30s to the low teens will Perelman step in.

Charles Rotblut made time-share and resort operator Interval Leisure Group his "Buy of the Week" on "MoneyLife with Chuck Jaffe." Rotblut calls for a potential return of 15 percent over the next year. He describes the small-cap company as "a numbers play," noting that everything is in line - but particularly rising analyst estimates - to keep growth going into 2016.

James Evans, portfolio manager for the Thompson Funds, says the market is fairly valued and he expects somewhat muted gains for 2015. He tells Chuck Jaffe, MarketWatch senior columnist, investors "will probably get roughly the earnings appreciation of the market which is around 10 percent next year, give or take a little, but as we saw in October that's not a powerful enough trend that we can't get a 10 percent discount."

Charles Rotblut, editor of AAII Journal, made Medtronic his "Sell of the Week" on MoneyLife with Chuck Jaffe, noting that the medical-device maker is roughly 35 percent above its fair value. In addition he says a corporate inversion - where Medtronic will be acquired by the smaller Covidien in a deal made mostly for tax reasons - means that shareholders will be facing capital gains when the deal goes through, so they might as well take the gains on their own schedule.

Jack Ablin, chief investment strategist at BMO Private Bank tells Chuck Jaffe, MarketWatch senior columnist, that "markets can become victims of their own success." He suggests that has happened with the current market. Ablin says at some point, we will need to tread water and have the fundamentals catch up."

D.R. Barton, editor of the Stealth Profits Trader newsletter, tells Chuck Jaffe, the stock market has rotated to where defensive sectors like health care and consumer staples have reached new highs. He says' "if defensive sectors are leading us, people are wary of this advance."

Scott Wren, senior equity strategist at Wells Fargo Advisors, said in an interview with Chuck Jaffe, MarketWatch senior columnist, that "the market still has some more upside here." He says it may not be a great deal of upside - but he thinks the market is going to close higher for the year. And he looks for "a nice move next year as well." But Wren says his current concern for the market is a bit longer term, focused on interest rate moves and around hawkish statements by Federal Reserve Chairman Janet Yellen, which he said "the market simply does not believe."

Charles Rotblut, editor of AAII Journal, says Skyworks Solutions has run up enough that investors should consider profit-taking, just as he has. He made the stock his "Sell of the Week" on "MoneyLife with Chuck Jaffe." Rotblut had previously made Skyworks his "Buy of the Week" twice on the show, and at those times he suggested the stock was reasonably priced with good earnings growth and momentum. "

Bernie Horn, manager of the Polaris Global Value fund, tells MarketWatch senior columnist, Chuck Jaffe, there are plenty of value-priced stocks available now. He says value stocks have increased dramatically, because even though the averages came down by about 10 percent last month, there were many stocks that were down 20 or 30 percent.

Jim Welsh, portfolio manager at Forward Investing, says it's "unknowable at this stage exactly how healthy the market will appear if indeed we make new highs." In an interview on MoneyLife with Chuck Jaffe, MarketWatch senior columnist, Welsh says "it's like driving a car. There's a curve coming but the only thing we can do right now is keep our eyes 100 feet ahead of our car grille to make sure we stay on the road."

Tom Lydon, editor of ETF Trends, warns Eurozone financial stocks have been troubled over bank stress tests trying to determine which institutions could weather another financial crisis. So he suggests investors sell iShares MSCI Europe Financials. In an interview on "MoneyLife with Chuck Jaffe," Lydon made the fund his "ETF of the Week," but notes the ongoing stress tests and worries about Eurozone banks having too much exposure to Russia and Ukraine, make the ETF one to get away from now.

David Trainer, president of New Constructs, says MarineMax is severely overvalued. In a "DangerZone" interview on "MoneyLife with Chuck Jaffe," Trainer says he expects the company to miss earnings in the near future, at which point investors will see the valuation problem and the share price could drop by as much as 70 percent to reach more rational levels.

Jack Bogle, founder of the Vanguard Group, returns for the second part of his discussion with Chuck Jaffe, MarketWatch senior columnist. He talks about the beginning of the Vanguard Group 40 years ago. He also sings the virtues of index funds.

Jack Bogle, founder of Vanguard, the world's largest mutual fund company, tells Chuck Jaffe that investors would be better served by tuning out the daily market moves than by trying to figure out what the headlines are telling them to do next.

Josh Peters, editor of the Morningstar Dividend Investor newsletter, tells Chuck Jaffe the market's recent downward pressure has mostly been "a reminder that stocks can be volatile." But he adds any weakness hasn't been a trigger where a value investor would want to buy on the dip.