Despite political unrest and major protests, Templeton Asset Management’s Mark Mobius says Thailand is still offering good investment opportunities. “We are not so concerned about the political situation in Thailand,”…
Category: Sector Data
Swensen Sees Opportunities in Clean Tech
Yale endowment guru David Swensen is seeing a number of opportunities in “green” investments, writes TheEnergyCollective.com’s Marc Gunther. “Yale University’s influential $16.3 billion endowment has taken stakes in startup companies…
Berkowitz Targets Financials
In an interview with Barron’s, top fund manager Bruce Berkowitz says that he’s high on some of the firms most beaten down by the financial crisis — including Citigroup and…
Ellison Continues to Find Attractive Financials
David Ellison, the fund manager and Peter Lynch disciple who sidestepped much of the financial sector meltdown and then turned bullish on the sector shortly before the March 2009 low,…
Miller High on Healthcare, Tech, Financials
Bill Miller, whose Legg Mason Capital Management Value Trust is continuing its strong rebound this year, says the new healthcare legislation will mean good times ahead for attractively priced stocks…
Consumers Show Resilience, and the Gurus Reap the Benefits
Throughout the Great Recession and the ensuing turnaround that began in mid-2009, many analysts and pundits have said not to expect the economy to get much help from the U.S.…
Gurus Building with Chinese "BRICs"
Earlier today we highlighted Mark Mobius’ comments on the BRIC nations — Brazil, Russia, India, and China. Mobius, Templeton Asset Management’s Executive Chairman, says he’s keying in on two major…
Mobius Talks BRICs
Templeton Asset Management’s Mark Mobius says he’s keying on two sectors in the BRIC nations (Brazil, Russia, India, and China): commodities and consumers. “Companies that are strong in production of…
Oberweis: Look to Niche-Oriented Small-Caps
While still somewhat wary of the economy, Jim Oberweis says that you can find plays in the technology and consumer discretionary sectors — “the pillars of a growth portfolio” —…
Shiller: Confidence Pushing Housing Prices Higher, But Hurdles Remain
Yale Economist Robert Shiller, one of the creators of the S&P/Case-Shiller home-price index (which new data shows rose for the seventh straight month in December), says buyer confidence is behind…