Top value investor Ron Muhlenkamp says big international growth stocks like Intel look attractive right now. “It is fascinating that Intel sells for just 10 times earnings,” Muhlenkamp tells Money…
Category: Sector Data
Fisher Sees Change in Leadership; Dumps Emerging Market Stocks
Saying that investors have gotten too bullish on emerging markets, Kenneth Fisher sold more than $1 billion in emerging market exchange-traded funds in the first quarter. “This is about sentiment…
Top Mid-Cap Manager Talks Strategy
In the latest edition of WealthTrack with Consuelo Mack, top mid-cap manager Thyra Zerhusen discusses her investment strategy, and where she’s finding value in the market right now. Zerhusen is…
How Long Will Junk Continue to Lead?
While we’re now more than two years into the bull market, lower-quality stocks are ccontinuing to lead the market’s rise — bucking the usual trend seen in bull markets, MarketWatch’s…
Top Managers Shun Bank Stocks
While it’s now more than two-and-a-half years since the collapse of Lehman Brothers and the worst of the financial crisis, several top investors are still avoiding bank stocks. “We find…
Grantham: World in Midst of Huge Commodities "Paradigm Shift"
GMO’s Jeremy Grantham says that the world is in the midst of a “paradigm shift”, one that involves a skyrocketing population and dwindling resources. And, if we don’t act soon,…
Reese Finding Value in Telecom Stocks
In his latest article for Morningstar.com, Validea CEO John Reese takes a look at some of his top picks in a sector that hasn’t gotten much love during the two-year…
Muhlenkamp Likes Big Tech Plays, Auto-Related Stocks
Top value investor Ron Muhlenkamp is finding value in large-cap technology stocks, as well as some picks in the automobile industry. “European banks and insurance companies were big sellers of…
Reese Looks at Top NatGas Stocks
In his latest article for Forbes.com, Validea CEO John Reese takes a look at natural gas stocks, which stand to benefit in the wake of a rise in anti-nuclear sentiment…
Yacktman: Blue Chips Still Selling Near 18-Year Lows
Even with the market up more than 90% off its 2009 lows, top fund manager Donald Yacktman says he’s still finding big values in big, blue-chip stocks. “I don’t think…