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 growth in auto sales in China, as well as an aging fleet of existing vehicles and the need for different types of trucks due to [...]
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Sonders Says Bottom “Largely In” for Housing
January 25, 2012
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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 finally hit bottom. “It’s time for a fresh look at housing. My conviction level does not match that in 2006, but I do think the [...]
Read moreFood Stocks for Lynch and O’Shaughnessy to Munch On
January 18, 2012
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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 Reese. “The Food Institute projects moderating pressure on food price inflation in 2012. It says the all-food Consumer Price Index (CPI) is expected to grow [...]
Read morePaulsen Sees Job Gains Having Domino Effect
January 9, 2012
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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 for the first time in this recovery, we’re seeing job creation at a pace that should steadily decrease the unemployment rate. And that, he says, [...]
Read moreBuffett-Style Tech Picks
December 29, 2011
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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 long ago, that question would have seemed foolish. Warren Buffett avoided investing in technology companies, saying that the nature of their businesses did not allow [...]
Read moreStattman High on Oil Firms, “Nibbling” at Bank Stocks
December 28, 2011
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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 companies that are based in developed markets but have exposure to the strong growth in emerging markets. Stattman also tells Bloomberg that he takes a [...]
Read moreTop Manager Getting Less Defensive
December 28, 2011
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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 is particularly concerned with a company’s free cash flow, and how it uses that cash. “They have to have a very disciplined approach to capital [...]
Read moreTop Managers Look To Unloved Japanese Stocks
December 19, 2011
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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 “stock market is cheap. Possibly very cheap — at a time when nearly everything else looks pricey. The Nikkei 225, Japan’s major stock market index, [...]
Read moreSonders Sees U.S. Stocks Outperforming in 2012
December 15, 2011
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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 the stock market to revert to a more normal environment. Sonders tells MarketWatch she thinks volatility and correlations will decline in the coming year, which [...]
Read moreWhat Bolton Likes In China
December 12, 2011
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Top U.K. fund manager Anthony Bolton thinks that China’s economy is better than many realize, and is particularly high on the country’s consumption and services sectors. “We have been through an extraordinarily volatile year but I believe that when the dust settles and things calm down, investors will focus on relative growth rates they can [...]
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