Wells Capital Management Chief Investment Strategist James Paulsen says bright spots in the economy are leading the market upward. He tells Bloomberg that stocks look very cheap compared to fixed…
Category: Sector Data
Berkowitz Keeps Buying Financials
Add another big-name financial to the portfolio of top fund manager Bruce Berkowitz: Morgan Stanley. Berkowitz has built up a stake of close to 2% in Morgan Stanley, whose shares…
Romick Thinks Big, and Global
Steven Romick, whose FPA Crescent Fund has beaten 99% of its peers over the past decade, is high on larger stocks that can take advantage of fast-growing foreign markets. “The…
Top Mid-Cap Manager Talks Strategy
Michael Lippert, whose Baron Opportunity Retail fund is in the top 12% of mid-cap growth funds over the past year, and the top 4% over the past five years, says…
Sonders on Stocks, Gold, and The Machines
Charles Schwab Chief Investment Strategist Liz Ann Sonders says the current market environment “smacks of a buying opportunity,” and says she’s highest on healthcare and technology stocks. “I’m not a…
Biggs Thinking Big -- and High-Quality
Hedge fund guru Barton Biggs says there’s “no question” that the cheapest liquid investment asset in the world is “big, high-quality U.S. stocks.” Biggs also tells Bloomberg that he is…
Tilson & Heins on Shorting Opportunities
In their latest Discovering Value column for Kiplinger’s, Whitney Tilson and John Heins discuss the ins and outs of short-selling, and offer some insight into where they are currently focusing…
Grantham on Deflation, and the Remarkable Cheapness of High-Quality Stocks
While many remain concerned that major inflation is lurking around the corner, GMO’s Jeremy Grantham says deflation, not inflation, is the greater concern. “Even if we get intermittently rising commodity…
Bolton on China: Small Firms, Big Opportunities
Anthony Bolton, the highly successful U.K. fund manager who came out of retirement this year to take over a new China-focused fund for Fidelity, is particularly keen on smaller Chinese…
Berkowitz Loaded Up on Financials
After disclosing that his Fairholme fund opened or increased its stakes in two much-maligned insurers — AIG and MBIA — Bruce Berkowitz now has well over half of his portfolio…