Fund manager Tom Forester released his third quarter commentary earlier this month, and his message was one of caution. “As risks have increased, we have increased our protection,” Forester wrote. “If risks subside or are priced in, we will gladly reduce our protection. But until the market more fully reflects these risks, we will remain […]
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Tag Archives: Tom Forester
Top International Managers Staying Defensive
July 16, 2012 
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Two international mutual fund managers with stellar long-term track records, Tom Forester and Robert Wyckoff Jr., have been continuing to beat the market recently using defensive approaches. Forester has outperformed other funds in his category recently by sticking with several consumer staples stocks, including spirit-maker Diageo, according to The New York Times. Wyckoff’s fund, meanwhile, […]
Read moreForester Defensive But Still Finding Value
December 15, 2011 0 Comments
Tom Forester, who has a stellar long-term track record and headed the only long-oriented stock fund to post a positive return in 2008, is again playing defense. But that doesn’t mean he’s shunning stocks — Forester still has about 80% of his fund in stocks. “If you just stay in money markets, you might miss […]
Read moreForester Sees a Return to High Quality
July 12, 2011 0 Comments
Top value fund manager Tom Forester says the market has begun shifting away from junk-type stocks and back toward quality, and he thinks the end of the Federal Reserve’s quantitative easing program is part of why that trend will continue for several quarters. “The pendulum is swinging back toward quality. Since early 2009, low quality […]
Read moreForester Looks for Downside Protection
June 14, 2011 0 Comments
Top value investor Tom Forester, who was the lone equity fund manager to post positive returns in 2008, is worried about the U.S. and global economies and is thus keying on high-quality stocks that can weather tough times. “The U.S. is running out of room to run deficits or print money,” Forester said at the […]
Read moreForester Sees “Yellow” Light for Market
December 24, 2010 1 Comment
Fund manager Tom Forester says he sees the market flashing a “yellow light” rather than a green or red one, and he’s focused on healthcare and consumer staple stocks. “Our cash position is around 18%, which for us is cautious, but not extremely so,” Forester tells Morningstar.com. “It is a yellow light instead of a […]
Read moreForester’s “Perfect” Stocks for 2011
December 7, 2010 0 Comments
Tom Forester, whose Forester Value fund has an exceptional long-term track record, recently offered his “five perfect stocks for 2011″. “Time will tell just how close to perfection his picks are,” writes MoneyWatch’s Conrad DeAenlle, “but Forester … offers an interesting list of companies that are hiding in plain sight — mostly household names whose […]
Read moreForester on Opportunities in a Range-Bound Market
June 21, 2010 0 Comments
Tom Forester, the lone stock fund manager to post positive returns in 2008, sees a range-bound market ahead that will offer opportunities for value investors. In an interview with Barron’s, Forester says it will be difficult for the economy to sustain strong growth. “The impact of the stimulus package is winding down, and home prices […]
Read moreBerkowitz, Grantham, Other Gurus Offer Top Picks
June 3, 2010 0 Comments
Fortune magazine is running a special issue this month on how to “Retire Rich”, and one particularly interesting piece involves 25 stock picks from 25 investors with strong track records, including Bruce Berkowitz, Jeremy Grantham, and David Herro. Here’s a sampling of some of these gurus’ top picks: Chuck Akre: Akre, who now runs his […]
Read moreForester Sees Problems Ahead
March 26, 2010 0 Comments
Tom Forester, whose Forester Value fund was the lone long-only mutual fund to make money in 2008, says he thinks the market has gotten pricey and sees more trouble on the horizon for banks. “The markets are trading at about 20 times earnings. Historically, the average is about 14. So things are looking pretty rich […]
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