Wells Capital Management’s James Paulsen thinks cyclical stocks will continue to outperform the broader market for some time. Paulsen tells Yahoo! Finance’s Breakout that cyclicals tend to outperform as long…
Category: Sector Data
Gabelli, Gross on Where to Look in 2012
Top value investor Mario Gabelli is high on stocks in the automobile, cloud computing, and snack food industries in 2012. Speaking as part of Barron’s 2012 Roundtable, Gabelli says big…
Sonders Says Bottom "Largely In" for Housing
Charles Schwab’s Liz Ann Sonders has made some very prescient calls on the economy and housing in recent years, and now she says that the much-maligned housing market may have…
Food Stocks for Lynch and O'Shaughnessy to Munch On
With incomes rising in several large emerging markets like China and India and food prices moderating, a number of food-related companies are looking attractive right now, says Validea CEO John…
Paulsen Sees Job Gains Having Domino Effect
Wells Capital Management’s Jim Paulsen says he sees continued gains in job creation spurring a rebound in confidence that should lift many parts of the economy. Paulsen tells Bloomberg that…
Buffett-Style Tech Picks
Could Warren Buffett be on the lookout for more tech stocks? That’s a question that Validea CEO John Reese examines in a recent article for Canada’s Globe and Mail. “Not…
Stattman High on Oil Firms, "Nibbling" at Bank Stocks
Blackrock’s Dennis Stattman, whose Global Allocation Institutional fund has been one of the better performing funds in its class over the past five and ten years, says he’s keying on…
Top Manager Getting Less Defensive
Top mid-cap fund manager Jonathan Simon says he’s adding some risk to his portfolio heading into 2012, and is high on some regional banking stocks. Simon tells CNBC that he…
Top Managers Look To Unloved Japanese Stocks
While Japanese stocks have for years has yielded little for investors, some top value investors are keen on the country. In a column for SmartMoney, Brett Arends writes that Japan’s…
Sonders Sees U.S. Stocks Outperforming in 2012
Charles Schwab’s Liz Ann Sonders, whose economic predictions have been very accurate over the past several years, says she expects the U.S. to continue to slowly grow in 2012 and…