David Ellison, the financial sector fund manager who sidestepped much of the 2008 and 2009 market plunge by moving to a heavy cash position, is now seeing plenty of opportunity…
Category: Sector Data
Arnott Sees Slip Back into Recession -- and then Big Opportunities
Research Affiliates’ Rob Arnott says he thinks the expiration of the Bush Administration tax cuts at the end of this year will be the catalyst for another recession, and that…
Reese: Don't Overlook Small-Cap Value Plays
In his latest column for Canada’s Globe & Mail, Validea CEO John Reese takes a look at an area of the market that has historically produced strong outperformance: small-cap value…
Fisher Talks "Fracking"
Kenneth Fisher says we’re on the cusp of a major shift in energy usage in the U.S., and savvy investors can benefit from it. In his latest Forbes column, Fisher…
Berkowitz Still Sees Value in Financials
Bruce Berkowitz, whose Fairholme fund has returned close to 13% per year over the past decade while the S&P 500 has been in the red, says he’s still finding a…
Romick's Three Current Portfolio Themes
FPA Crescent fund manager Steve Romick, who has a lengthy track record of beating the market, recently talked to Morningstar about his multi-asset approach to portfolio management. Romick says three…
Rogers on Where to Find Contrarian Plays
In the latest edition of Forbes.com’s “Intelligent Investing”, Ariel Investments CEO John Rogers Jr. discusses his investment strategy, and explains why he’s high on several media companies and other out-of-favor…
Oberweis Talks Small-Caps, China
In Forbes.com’s latest edition of “Intelligent Investing”, money manager and newsletter guru Jim Oberweis discusses his small-cap investment strategy, and where he’s currently finding opportunities in the market. Oberweis says…
Top Fund Manager Says Plenty of Firms Offering Nice Margins of Safety
Eric Schoenstein, a co-manager of the Jensen Portfolio, which has beaten 95% of its peers over the past 10 years, recently discussed investment strategy with Jonathan Burton of MarketWatch. Schoenstein…
Tilson Shorting Homebuilders
Whitney Tilson, one of the few who saw the housing crash coming, says the housing market now stands “on a precipice”, and says he’s shorting homebuilders. Tilson says it’s unclear…