Berkowitz Talks Financials, Europe, and His Mistakes
In a lengthy joint interview with Advisor Perspectives and GuruFocus.com, Morningstar Fund Manager of the Decade Bruce Berkowitz offers his take on the market and several of his main holdings.…
Romick Keys on Large Caps, Cautiously
Top fund manager Steven Romick says large-cap stocks are offering better values than other options, and is positioning his portfolio to weather a pullback. “Large-cap companies are a much greater…
Top Fund Manager: Rethink International Investing
Mark Headley, who produced a strong track record with the Matthews Pacific Tiger Fund, says many American investors don’t have a good approach to international investing. Headley tells WealthTrack’s Consuelo…
Oberweis Looks to Software Firms
Newsletter guru Jim Oberweis says he’s finding value in software firms that have competitive “moats”. In his latest Forbes column, Oberweis says companies with extremely predictable earnings and a high…
Food Price Surges Not Yet Leading to Core Inflation, Says Sonders
While food and other commodity prices have been rising sharply in recent months, Charles Schwab Chief Investment Strategist Liz Ann Sonders says the threat of that leading to generalized inflation…
Doll Says Signs Point Toward Buying Opportunity
With the economy in “reasonable shape” and unemployment falling, Blackrock’s Bob Doll says now may be the time for those still waiting on the sidelines to get back into stocks.…
Rodriguez: No Time to Lose on Fiscal Reforms
Top fund manager Bob Rodriguez of First Pacific Advisors says the U.S. needs to get is financial house in order — and soon. “We need significant fundamental reductions in expenditures…
Rogers: "Mountain" of Corporate Cash to Help Market
In his latest Forbes column, John W. Rogers Jr. says that while pessimism remains in the market, he’s generally upbeat. “I am optimistic about the economy and the stock market…