Templeton Asset Management’s Mark Mobius says that he’s still high on Chinese stocks, but that — as in any market — good stock-picking and a disciplined approach are key to…
Category: Sector Data
Reese: Top Picks from the Rebounding Healthcare Sector
In his latest column on Seeking Alpha, Validea CEO John Reese says his Guru Strategies are finding some intriguing picks in the healthcare sector. “For much of the two-year-plus stock…
Herro's Contrarian Take
Fund manager David Herro, who has produced an excellent track record over the past decade or so, says he actually welcomes the recent geo-political turmoil from an investment point of…
Doll Still Likes Energy, Cyclicals
Blackrock’s Bob Doll continues to be high on energy firms despite the surge in oil prices. “I’m still of the view you want to be overweight energy, but I think…
Berkowitz Talks Financials, Europe, and His Mistakes
In a lengthy joint interview with Advisor Perspectives and GuruFocus.com, Morningstar Fund Manager of the Decade Bruce Berkowitz offers his take on the market and several of his main holdings.…
Romick Keys on Large Caps, Cautiously
Top fund manager Steven Romick says large-cap stocks are offering better values than other options, and is positioning his portfolio to weather a pullback. “Large-cap companies are a much greater…
Oberweis Looks to Software Firms
Newsletter guru Jim Oberweis says he’s finding value in software firms that have competitive “moats”. In his latest Forbes column, Oberweis says companies with extremely predictable earnings and a high…
Top Manager: Europe Better than You Think
Top fund manager Philippe Brugere-Trelat says investors are underestimating Europe’s ability to handle the debt problems facing many Eurozone countries. Brugere-Trelat tells WealthTrack’s Consuelo Mack that he likes companies that…
Royce Sticks with Small Caps
While many well-known value investors have been saying that large-cap stocks are due to outperform, top strategist Charles Royce of Royce & Associates says he’s sticking with small-cap plays. Royce…
Look to Japan, Say Two Top Value Managers
Japan continues to deal with economic problems and a stagnant stock market, but top-performing fund manager David Herro says it’s time to buy Japanese equities. “People hate Japan,” Herro told…