Glenview Trust's Stone: Good news is baked into market, making it easy to disrupt

Bill Stone, chief investment officer at Glenview Trust, says that the stock market has priced in so much good news that it makes him want to be more cautious, looking into headline risks for potential value opportunities. Stone notes that the stock market has had previous periods with three strongly positive, consecutive years — and it could complete that process again this year — but it makes him nervous that the market could adjust and re-set. That's not pushing him out of stocks, but has muted his expectations. Charles Rotblut, editor at AAII Journal, discusses the organization's investor-sentiment survey, which shows that nervousness is on the rise, but so is bullish sentiment. Kyle Guske, investment analyst at New Constructs looks at large-cap value funds and finds an attractive pick this week — rather than looking for the standard Danger Zone trouble spot — noting that even in a category that is doing well, top potential performers stand out. Plus, author Ross White discusses his recent book, "The Tree That Bends: How a Flexible Mind Can Help You Thrive."