COMINGS AND GOINGS

More "strategists" weigh in on whether the time is now for stocks to rally as they "look cheap."

Ed Yardeni, not so sure- "I don't think there is much upside over the next few months," he says. "The mess just keeps spreading."

Michael Darda of MKM Partners- who was on CNBC this week saying stocks were cheap says- "You can't take some of these indicators too literally (fed model) ... but any way you measure it, at this juncture stocks are the cheapest asset class around,"

Howard Simons of Bianco Research- the earnings variable, which is based on the forecasts of Wall Street analysts, undermines the reliability of the Fed model at this point. Given the uncertain economic outlook, he says, "stock analysts really have no idea what they are talking about in terms of forward-looking expectations."

Greg Fedorinchik of UBS Global Asset MGT- "We see U.S. equities as being about 10% to 15% too cheap," he says. U.S. Treasurys, meanwhile, are about 7% overvalued, UBS believes.

And check out what is new on the IBD 100- BRK.A- yup Warren has made the list- I am sure he will be happy to hear this.

Some pretty famous ones removed from the list including:


AAPL

BHP

BIDU

FCX

GIGM

GOOG

POT

RIMM

STP

NOV