Fundamental Analysis

3
Thumbnail image for Bill Miller: Bond Bubble as Big as Housing, Internet Bubbles
By February 14, 2013

Consuelo Mack of Wealthtrack had a very interesting, and quite lengthy conversation with Legg Mason’s infamous mutual fund manager, Bill Miller. His Legg Mason Opportunity Trust mutual fund has risen from the ashes of a horrible 2011 loss of 34% to become the top performer in 2012; up 41% last ...

Keep Reading
Read the full article →
1
Thumbnail image for Tom Lee’s Long-Term Bullish Scenario for the Stock Market
By February 4, 2013

Thomas Lee, JPMorgan’s chief equity strategist, laid out his firm’s bullish stock market forecast to CNBC’s Becky Quick and Joe Kernen last week. Earlier in January, Lee provided a more detailed scenario on Bloomberg TV (available below). Lee’s forecast has raised the ire of the popular blogger at Zero Hedge ...

Keep Reading
Read the full article →
0
Frontier Markets Hold Deep-Value Treasures According to Caglar Somek
By January 30, 2013

Investors are finding it increasingly difficult to find bargains in financial assets as markets rise in tandem. One area which has underperformed since 2009 is frontier markets, according to Caravel Management Global Portfolio Manager Caglar Somek. In an interview on Bloomberg Television’s “Money Moves,” Somek provides the bullish case for ...

Keep Reading
Read the full article →
2
Top Three Stock Picks (December 2012 Edition)
By December 29, 2012

When a stock achieves nearly universal disdain, it is typically a good time to buy, especially when that company provides a needed good or service. A seemingly risky stock, if the price paid is low enough in relation to underlying assets, can oftentimes be a safer investment than a company ...

Keep Reading
Read the full article →
1
Barron’s Top Ten Stock Picks for 2013
By December 12, 2012

In the video below, Barron’s Magazine associate editor Andrew Bary reviews their top ten stock picks for 2013. Bary revealed that their 2012 top picks have beaten the market with a year-to-date gain of 17 percent. Bary explains why Apple (AAPL), Barnes and Noble (BKS), BlackRock (BLK), Novartis (NVS), Royal ...

Keep Reading
Read the full article →
0
Three Top Stock Picks (November 2012 Edition)
By November 30, 2012

Here comes the end of the month and the regular feature of three top stock picks I started a few months ago hasn’t been fulfilled. It’s problematic investing money when you’re headed for a “fiscal cliff,” but I will attempt to make three suggestions nonetheless. As always, stock picking is ...

Keep Reading
Read the full article →
0
Thumbnail image for David Herro Finds Value in Europe and Japan
By November 1, 2012

David Herro, chief investment officer of Harris Associates, was interviewed as part of Barron’s eighth annual Art of Successful Investing conference. The conference was host to several noteworthy investors including Felix Zulauf, Daniel Fuss, Scott Black, Fred Hickey, Meryl Witmer, Patrick Neal, William Priest and Marc Faber [link to article]. ...

Keep Reading
Read the full article →
0
Thumbnail image for Bruce Berkowitz is Sticking With Financials
By October 19, 2012

One the most renowned and successful mutual fund managers of the past 10-15 years, Bruce Berkowitz, founder of the Fairholme Fund, was interviewed by Consuelo Mack recently. Berkowitz was named Morningstar’s Domestic Mutual Fund Manager of the Decade ending in 2010 for achieving annualized returns of 13.2%. Berkowitz’s fund fell ...

Keep Reading
Read the full article →
0
Thumbnail image for David Winters, Value Investor Extraordinaire, Interviewed
By October 11, 2012

Consuelo Mack interviewed the manager of the Wintergreen Fund, David Winters, recently. Winters was mentored by Michael Price of the Mutual Series of funds. Winters said there has been a shift of emphasis by institutional and individual investors away from stocks. Investors have wrongly sought out the safety of bonds ...

Keep Reading
Read the full article →
1
Thumbnail image for Jonathan Golub: Without Financials Corporate Earnings Have Gone Negative
By August 8, 2012

The chief U.S. market strategist at UBS Securities LLC, Jonathan Golub, was interviewed on Bloomberg T.V.’s “Street Smart” and shared some interesting observations about the stock market. Golub’s view is that the economy and market are running out of steam. He pointed out this was the first quarter of the ...

Keep Reading
Read the full article →

← Previous Entries