While the rest of the investment world seems to be shunning Japanese stocks and large-cap stocks, two top fund managers — Oakmark’s David Herro and Bill Nygren — say that’s…
Category: Sector Data
Akre: Focus on Pricing Power
Top value fund manager Chuck Akre says that amid an uncertain economic environment and with inflation looming as a possible issue, companies with pricing power are attractive investments. “At the…
Oberweis Sees Strong Tech Stock Wave
Newsletter guru Jim Oberweis says he’s finding a lot of attractive tech stocks in the market right now. Oberweis tells Forbes that tech stocks — which he says were selling…
Why Herro Doesn't Like EM Stocks
David Herro, one of Morningstar’s Fund Managers of the Decade, says he expects emerging market economies to continue to thrive. But he’s not high on their stocks. “Money has flooded…
Birinyi Still a Big Bull
Bullish strategist Laszlo Birinyi, who has said he expects the S&P 500 to rise to 2,100 over the next several years, isn’t deterred by the market’s recent day-to-day movements. “We’re…
Sonders: Fed Should Lay Off Further Easing; Economy to Improve
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she’s not in favor of another round of quantitative easing from the Federal Reserve, and remains positive on the economy and…
Berkowitz Still Confident in Financials
Bruce Berkowitz remains high on financial stocks, and says his conviction about his financial holdings has only grown stronger. “I’ve been able to see their earnings for the past few…
Royce on How Small Caps Can Generate Big Returns Without Big Volatility
In an interview with WealthTrack’s Consuelo Mack, top fund manager Chuck Royce discusses why small-cap stocks provide an “evergreen universe” of opportunity. Royce talks about how to reduce volatility in…
Biggs Likes "Old" Tech Stocks; Wary of Financials
Hedge fund guru Barton Biggs says he’s continuing to find opportunities in the stock market right now, though he’s not too bullish on financials. Biggs tells Bloomberg that worries about…
Keep It Simple with Global Blue Chips
While many investors dabble in commodities and currencies, Joe Rosenberg, chief investment strategist of the Loews conglomerate, says to focus on large-cap U.S. multi-national stocks. Rosenberg tells Fortune that he…