Donald Yacktman, chief investment officer of Yacktman Asset Management and one of Morningstar’s finalists for fund manager of the decade, is seeing value in an unlikely area of the market:…
Category: Sector Data
Muhlenkamp High on Healthcare, Tech Stocks
Ron Muhlenkamp, whose fund has bounced back strong this year after a rough stretch and has now beaten 90% of funds in its class in the past decade, is high…
Has the Housing Market Turned? Nope, Say Tilson & Heins
In their latest column for Kiplinger’s, Whitney Tilson and John Heins — who were way ahead of the curve in predicting the housing crisis — say they don’t think the…
Buckingham Says There's Value in Those Left Behind
While the market is up well over 50% since its March low, money manager John Buckingham says you can still find values — particularly in areas left behind in the…
Don't Fear Healthcare Stocks, Forester Says
While many investors are afraid of healthcare stocks right now because of the possibility of major industry reforms, the lone diversified stock fund manager to make money in 2008 is…
Miller Continues to Rebound, Likes Financials, Healthcare
Bill Miller, the legendary Legg Mason Value Trust manager who beat the market for 15 straight years before falling on very tough times in the past three, is almost doubling…
Rogers on Which Chinese Sectors to Watch
Canada’s Globe & Mail is running a number of interview clips with commodities guru Jim Rogers, focusing on Rogers’ thoughts on the potential hot-bed of growth in China. In this…
Soros Sees Slow U.S. Recovery -- But He's Still Buying Stocks
While hedge fund guru George Soros has been saying that a U.S. economic recovery is a ways off, he’s still buying up shares in some stocks, The Wall Street Journal…
10 Picks for a Now-Expanding Services Sector
The Institute for Supply Management released its latest services sector report this morning, and the results were encouraging: The group’s non-manufacturing index indicated that service sector activity expanded in September…
Top Value Manager Sees Plenty of Opportunities Left after Run-Up
Kent Croft — whose Croft Value fund is up more than 30% this year and is in the top 7% of funds in its category over the past three, five,…