Top fund manager David Winters says he’s finding value in Western companies with exposure to emerging markets, the type of companies that have helped his Wintergreen fund produce strong returns over the past few years. “We continue to see well-run companies with meaningful exposure to the growing markets of Asia, South America, and Africa selling [...]
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Tag Archives: Europe
Fisher: Buy on Fear
November 17, 2011
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Kenneth Fisher says that fears of a eurozone collapse and a double-dip recession in the U.S. continue to be overblown, and thinks stocks are positioned well heading into 2012. “Sentiment is uniformly black — that’s almost always bullish — long term,” Fisher writes in a column for Interactive Investor. “Then, too, fundamentals are much stronger [...]
Read moreDoll Thinks “Period of Greatest Risk” Has Passed
November 8, 2011
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Blackrock’s Bob Doll says that it looks like odds of the European debt crisis being resolved are increasing, and that the danger to the stock market is abating. “The debt crisis and ongoing economic uncertainty are likely to remain headwinds for stocks for some time,” Doll writes in his latest market commentary on Blackrock’s website, [...]
Read moreLook Beyond Europe News, Sonders Says
October 31, 2011
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Charles Schwab’s Liz Ann Sonders — whose calls on the start and end of the “Great Recession” proved quite accurate — warns against hyperfocusing on Greece’s debt problems. “Even the broader European focus has largely seemed to overshadow developments in the United States, which remains the world’s largest economy,” Sonders writes along with Brad Sorensen [...]
Read moreBiggs: “Rally Going to Continue for a While”
October 31, 2011
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Hedge fund guru Barton Biggs, who had been reducing equity exposure late in the summer months, has recently reversed course and has continued to up his exposure since the announcement of the new plan to stem Europe’s debt crisis. “This morning, all of the wise men of Europe and the economists are very negative about [...]
Read moreDe Vaulx Likes Japanese & European Firms
October 28, 2011
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Top value investor Charles de Vaulx is high on Japanese stocks and stocks of European companies with global exposure. De Vaulx tells Bloomberg that there are a lot of strong European firms that are “not that Euro-centric”. He also discusses why he’s putting a lot of his money into France, and why he thinks the [...]
Read moreHerro: “Real” Economy Doing Well
October 12, 2011
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Oakmark’s David Herro — who last year was named one of Morningstar’s Fund Managers of the Decade — says that European debt fears and dire predictions about the global economy remain overblown. “Despite all of the market turmoil and lack of confidence, the ‘real’ global economy seems to be holding up quite well, due in [...]
Read moreSonders: Want Job Growth? Provide Regulatory Clarity
September 12, 2011
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Charles Schwab Chief Investment Strategist Liz Ann Sonders sees weak growth for the U.S. for “quite some time” — though she doesn’t see another recession on the horizon — and says eliminating regulatory uncertainty is a key to stabilizing the business climate and creating jobs. “Slow growth at best,” Sonders says of her expectations for [...]
Read moreSiegel Sees “Irresistible Values”; Says This Isn’t Another 2008
August 15, 2011
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Author and Wharton Professor Jeremy Siegel says the current low valuations in the market make it unlikely that we’ll see another decade of meager returns for stocks, like we did after the tech bubble burst in 2000. ”It’s certainly scary in the short run, but I think there are really irresistible values here in the [...]
Read moreMobius Envisions the Next Decade
March 14, 2011
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Templeton Asset Management’s Mark Mobius says he remains high on the “BRIC” countries — Brazil, Russia, India, and China — and says the Euro and Chinese Renminbi will likely play a greater role in world markets over the next decade. “I believe the Bric (Brazil, Russia, India and China) countries will continue to do quite [...]
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