Unlike value investors Battipaglia, Buckingham and Dreman, Kramer is all about heat and momentum.

FORBES: Cruising Musings

Nevertheless, Battipaglia is 70% in equities right now, choosing to not fight the tape.

FORBES: Cruising Musings

Joe Battipaglia, market strategist at Stifel Nicolaus, notes that Colonial BancGroup's recent failure reinforces the need for caution when investing in banks.

FORBES: Intelligent Investing Panel

Battipaglia also anticipates roughly a five-year workout program for the troubled assets.

FORBES: Intelligent Investing Panel

While at sea, guests heard talks and panels from Steve Forbes, fund managers Hilary Kramer, John Buckingham and Joe Battipaglia, and longtime Forbes columnists David Dreman and Ken Fisher.

FORBES: Cruising Musings