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All posts tagged "bank of america"

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  Bruce Berkowitz Discusses His Massive Commitment to Four Financials

  Consuelo Mack, host of Wealthtrack, recently interviewed Bruce Berkowitz, manager of the Fairholme fund. Berkowitz explained why nearly 80% of his fund is allocated to four financial stocks, led by AIG and Bank of America.

  • Posted September 27, 2014
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  Bruce Berkowitz Defends Having AIG Make Up 50% of His Fund

  Bruce Berkowitz, founder and manager of the Fairholme Fund, was interviewed at length by CNBC's David Faber this week.

  • Posted September 6, 2013
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  Doug Kass Shares Some Surprises for 2013

  Doug Kass, founder and president of Seabreeze Partners, was on CNBC with Melissa Lee sharing several of his surprise predictions for 2013. Kass believes another hedge fund manager will join Bill Ackman in acquiring a sizable position...

  • Posted January 7, 2013
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  Bruce Berkowitz is Sticking With Financials

  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...

  • Posted October 19, 2012
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  Steve Leuthold: Apple is Not Overpriced, Airlines are Attractive

  Last week Steven Leuthold, founder of The Leuthold Group, was interviewed by Betty Liu, Dominic Chu and Josh Lipton on Bloomberg’s “In the Loop” regarding his stock market outlook for the rest of the year. Leuthold said...

  • Posted April 24, 2012
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  Doug Kass is a Believer in the Big Banks on Rebounding Real Estate

  Citing housing affordability and pent-up demand, Doug Kass told CNBC’s Maria Caruso Cabrera he would put money in the big banks with large real estate exposure. Kass mentioned there had been a decisive positive turn in the...

  • Posted April 17, 2012
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  John Mauldin: Will Take 4-5 Years to Get out of Debt Mess

  Lisa Murphy and Dominic Chu, hosts of Bloomberg Television’s “In the Loop,” interviewed financial author John Mauldin regarding his bleak view of Europe’s prospects. Thomas Brown, Bloomberg contributing editor, was also on hand touting the virtues of...

  • Posted December 24, 2011
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  The Storms Have Arrived: Robert Arnott

  Consuelo Mack recently interviewed Robert Arnott, Founder and Chairman, Research Affiliates.  Arnott has been a pioneer in the fundamental indexing movement.  He also manages PIMCO’s All Asset All Authority Fund. Arnott feels we are in a recession...

  • Posted October 19, 2011
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• BoA’s Housing Market Solution: Destroy Foreclosed Homes

  A couple of years ago I shook my head when an individual suggested a remedy to the housing oversupply was a bulldozer.  Well, the time has come where this is at least a small part of the...

  • Posted July 28, 2011
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• Jim Rogers Still Doesn’t Like Bank Stocks

  Jim Rogers was on CNBC recently and commented on the lack of appeal of bank stocks. Financials have been underperformers over the past few months. On the recent decision by the New York Federal Reserve Bank and...

  • Posted October 25, 2010
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