I've always liked Doug Kass - real sharp fundamentals guy. I don't use fundamentals in my day to day trading, but I like to keep track of the general background picture, and nobody does it better than this guy, IMO. BTW, his call for last year was a flat S&P - pretty much bang on.

http://www.thestreet.com/story/11370303/1/kass-where-i-now-stand-2012-edition.html