Longtime fund manager Hersh Cohen says investors are far too myopic, and allow short-term market swings to drive decision-making in ways that often lead to underperformance. Cohen also tells WealthTrack’s Consuelo Mack that the rapid trading taking place in today’s market has led to more random market swings. And that’s led him away from chasing strength, [...]
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Tag Archives: Consuelo Mack
Doll: We’re Early in the Expansion
June 21, 2011
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Blackrock Chief Equity Strategist Bob Doll says recent weak economic reports indicate the U.S. is in a slowdown, but he thinks it’s temporary, and that things will improve in the second half of the year. Doll tells WealthTrack’s Consuelo Mack that we’re in a cyclical bull market, and the early stages of the economic expansion. [...]
Read moreHerro on Strategy, and Why He Likes Japan
May 31, 2011
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Top fund manager David Herro says discipline and longer-term thinking are keys to successful investing. “You have to be grounded, first of all,” Herro tells WealthTrack’s Consuelo Mack. “You have to have a very sound investment philosophy from which to operate from. And number two, and perhaps most importantly, is you have to apply discipline. [...]
Read moreHow Long Will Junk Continue to Lead?
May 17, 2011
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While we’re now more than two years into the bull market, lower-quality stocks are ccontinuing to lead the market’s rise — bucking the usual trend seen in bull markets, MarketWatch’s Mark Hulbert says. In his latest column, Hulbert says that it was to be expected that “junk”-type stocks rose the most in the early stages [...]
Read moreRoyce Sticks with Small Caps
February 9, 2011
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While many well-known value investors have been saying that large-cap stocks are due to outperform, top strategist Charles Royce of Royce & Associates says he’s sticking with small-cap plays. Royce talks with WealthTrack’s Consuelo Mack about how he constructs his small-cap-focused portfolios to limit volatility while producing strong performance, and discusses why he thinks the [...]
Read moreCohen Says Developed Markets More Attractive than Emerging Markets
December 21, 2010
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Goldman Sachs’ Abby Joseph Cohen says that, while she likes the growth prospects of emerging markets, she’s seeing more value in investments in developed markets like the U.S., Europe, and Japan. In an interview on Consuelo Mack’s WealthTrack, Cohen says she thinks money has been pouring into emerging markets in a “herd-like” fashion, and that [...]
Read moreYacktman on How to Make Hay by Treating Stocks Like Bonds
June 21, 2010
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In an interview with WealthTrack’s Consuelo Mack, top fund manager Donald Yacktman talks about how he has been able to outperform 99% of funds in his category over the past 3, 5, and 10 years. “We think of stocks as though they were bonds,” Yacktman says. He says he determines an expected forward rate of [...]
Read moreGross Talks Deleveraging, Deficits, and the New Normal
March 16, 2010
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In Consuelo Mack’s latest WealthTrack interview, PIMCO’s Bill Gross talks about the “New Normal” he envisions for the economy and investing world. Gross says that deleveraging and the need for big numbers of Baby Boomers to save as they reach retirement will be drags on the economy for some time. He says he’s not in [...]
Read moreDoll: Stimulus Still Offers “Wind” at Investors’ Backs
January 25, 2010
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In the latest episode of Consuelo Mack’s WealthTrack, BlackRock Global Chief Investment Officer of Equities Bob Doll says government stimulus is still providing a wind at the market’s back, and that investors shouldn’t forget that. Doll says he’s a stock picker who also looks at macro factors, and continued stimulus impact is one of the [...]
Read moreTrahan, Hyman on What to Expect in 2010
December 21, 2009
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In a new interview with WealthTrack’s Consuelo Mack, ISI Group’s Francois Trahan and Ed Hyman — two of the top-rated strategists in their fields — offer their takes on where the market and economy will head in 2010. Trahan, ISI’s chief investment strategist and Institutional Investor magazine’s 2008 top-ranked investment strategist, told Mack that he [...]
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