Value investing guru Ron Muhlenkamp says that because of advances in drilling techniques, we’re about to see a “dramatic increase” in the use of natural gas in transportation — which…
Category: Sector Data
Gabelli likes Natural Gas, Auto Parts
Gamco’s Mario Gabelli says he’s looking at natural gas firms and auto parts companies as we head into 2010. Gabelli tells CNBC that the U.S. is “tired of depending on…
Herro Still High on Some Financials
David Herro, who was recently named one of Morningstar’s fund managers of the decade, likes several financial stocks right now. Herro tells Bloomberg that he’s particularly high on asset management…
Fisher on which Sectors to Target
In an interview with Bloomberg, Kenneth Fisher says that he’s high on some chemical stocks right now, for both fundamental and cyclical reasons. Fisher says the stocks that usually lead…
Berkowitz: We're in "Spring" of Recovery
The Fairholme Fund’s Bruce Berkowitz, who was recently named Morningstar’s domestic fund manager of the year, says that we are still in the early stages of the economic recovery. “I’m…
What Would Buffett Buy? Try Retail
What types of stocks might be on Warren Buffett’s Christmas list this year? Michael Brush of MSN.com says one area of the market that fits the bill is retail, and…
Market-Beating Manager Shifts to "High-Quality"
While much of the 2009 rally has been led by junk-type stocks, another top manager is saying that high-quality blue-chips are the place to be going forward. John Osterweis, whose…
Tilson & Heins: Healthcare Fears Overdone
Add two more top strategists to those who say that healthcare reform fears are creating some bargains in the sector. In their latest Kiplinger’s column — a piece on contrarian…
Dorfman: Sectors for the Recovery
Is the recovery real? Yes, says John Dorfman. In his Bloomberg column, Dorfman — who was on target in calling the start of the stock market rally — says improvements…
Berkowitz: There's Value in Healthcare
Top fund manager Bruce Berkowitz says that though stocks are up some 60% off their March lows, there are still values left in the market — particularly in the healthcare…