In his fourth-quarter shareholder letter, top fund manager Donald Yacktman and his team say they expect the market to shift from stocks with “exciting” stories to those that have “stable,…
Category: Sector Data
Biggs Looks to Big, High-Quality Multi-Nationals
Hedge fund guru Barton Biggs says recent economic data is very encouraging, and says he expects the market to continue climbing a Wall of Worry. Biggs tells Bloomberg that he…
Fisher Likes Large Caps -- Really Large Caps
In an article in London’s Telegraph, Kenneth Fisher offers an interesting take on large-cap stocks. “I think the time of small-cap dominance is over,” Fisher said. “There will be a…
Faber: Inflation Should Lead U.S., Europe to Outperform EMs in 2011
Marc Faber says that, in large part because of inflationary pressures, the U.S. and European markets should outperform emerging markets this year. “We have money printing around the world and…
Tepper Likes U.S., High on Semiconductors
In a wide-ranging interview on CNBC, hedge fund guru David Tepper offered his take on the market and particular sectors, industries, and asset classes. Tepper says the U.S. stock market…
Oberweis: Small-Cap Growth Rally Not Over
Newsletter guru Jim Oberweis says that, while small-cap growth stocks have experienced a big rebound in the past two years, they have plenty more room to run, Canada’s Globe and…
Hulbert on Which Industries to Watch
While 2010 was a year in which economic worries abounded and fears of a double-dip recession were sky-high, an unlikely sector led the market’s gains: consumer discretionary firms — i.e.,…
Tilson: Housing Crisis Near "Seventh Inning"
Whitney Tilson, one of the few to warn of the housing bubble before it burst, says we are now around the “seventh inning” of the housing crisis. Tilson tells CNBC…
Einhorn Talks Long & Short Strategy
In an interview with The Motley Fool, hedge fund guru David Einhorn recently offered some insight into his investment approach, along with some of his views on the current market.…
De Vaulx Talks Economy, Wal-Mart, and Margins of Safety
Top value manager Charles De Vaulx recently discussed some areas of the market he’s high on in an interview on Bloomberg Television. De Vaulx says he’s cautious about the current…