Tom Lee’s Long-Term Bullish Scenario for the Stock Market
Thomas Lee, JPMorgan’s chief equity strategist, laid out his firm’s bullish stock market forecast to CNBC’s Becky Quick and Joe Kernen last week. Earlier in January, Lee provided a more detailed...
View ArticleNouriel Roubini and Ron Baron Debate Notion of Dow 50,000 in 20 Years
Ron Baron and Nouriel Roubini were guests on CNBC yesterday discussing with Andrew Ross Sorkin the rate at which the stock market will appreciate in the future. The optimistic Baron, Chairman & CEO...
View ArticleMario Gabelli on Two Stocks That Will Double
Mario Gabelli, Gamco Investors chairman, CEO & CIO, was on CNBC yesterday with Joe Kernen touting two stocks he believed would double in price. Kernen noted that everything would double given...
View ArticleCharles Payne Suggests an Infrastructure Play
Fox Business Network contributor Charles Payne provided an idea to capitalize on what he sees as an worldwide infrastructure spending wave. Payne sees this capital goods stock moving ahead of the...
View ArticleBill Miller: Bond Bubble as Big as Housing, Internet Bubbles
Consuelo Mack of Wealthtrack had a very interesting, and quite lengthy conversation with Legg Mason’s infamous mutual fund manager, Bill Miller. His Legg Mason Opportunity Trust mutual fund has risen...
View ArticleA Look at Icahn the Barbarian
Once referred to as one of the greediest men on earth, Bloomberg’s Julie Hyman reviews the recent moves of infamous money manager Carl Icahn. Now managing only his own money, Icahn has the freedom to...
View ArticleBill Nygren on Where the Opportunities are in the Stock Market
Bill Nygren, co-manager of the Oakmark fund, and a former Morningstar fund manager of the year, was interviewed by CNBC’s Scott Wapner on Wednesday. The Oakmark fund (OAKMX) has outperformed the...
View ArticleInterview With Ben Inker, Asset Allocator at GMO
Weathtrack’s Consuelo Mack began her introduction of Ben Inker by commenting that no one knows how central bank’s experiments with new forms of monetary stimulus will turn out. Mack pointed out that...
View ArticleFox Business Guests Comment on Goldman Sachs’ Undervalued Stocks List
Fox Business host Melissa Francis gave a big “woo hoo” as the Dow topped 15,000 and had a couple of guests commenting on several selections from Goldman Sachs’ 40 most undervalued stocks list. In the...
View ArticleHedge Fund Picks Make Up New Global X Guru ETF
Since its inception the Global X Top Guru Holdings Index ETF (GURU) has outperformed the S&P 500; quite an impressive feat and a tough benchmark in the recent past. Bruno Del Ama, CEO of Global X,...
View ArticleDavid Winters: Having the Right Investments Will Make You Rich
Consuelo Mack of Wealthtrack recently interviewed the portfolio manager of the Wintergreen Fund (WGRNX), David Winters. This is a 27 minute interview (available below). Some highlights: Winters said he...
View ArticleRaymond James Strategist Jeff Saut Reveals His Stock Buy List
Raymond James’ chief market strategist Jeff Saut was recently interviewed on Fox Business News by Liz Claman. Saut indicated he didn’t believe investors should underweight the U. S. in that fund...
View ArticleBruce 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. Berkowitz discussed many of his investments including those in the preferred...
View ArticleJames Grant Says Russian Oil Stocks Provide a Margin of Safety
CNBC’s Maria Bartiromo interviewed James Grant, founder of Grant’s Interest Rate Observer and author of Mr. Market Miscalculates: The Bubble Years and Beyondto get his view on speculation the Fed may...
View ArticleDavid Herro on Which European Stocks Will Shine
Morningstar’s international fund manager of the decade, Oakmark’s David Herro, provided his latest views and stock picks on CNBC’s Halftime Report. Herro sees political and economic stability improving...
View ArticleLeon Cooperman Reveals Top Stock Picks
Omega Advisors chairman and CEO Leon Cooperman was on CNBC revealing his favorite stocks. Cooperman characterized his hedge fund as value oriented. Cooperman said they rotated out of Apple (AAPL) when...
View ArticleValue Investor Scott Black Makes the Case for Investing in Oracle
Noted value investor and Barron’s Roundtable regular Scott Black, president of Delphi Management was on Fox Business News extolling the virtues of Oracle (ORCL). Black said he just spoke with the...
View ArticleAriel Investments Chief John Rogers Bullish on Two Asset Managers
Ariel Investments Chairman and CEO John Rogers was a guest on CNBC’s “Fast Money” this week. Stocks have further to climb into year end, Rogers stated. “I think we’re fairly valued,” Rogers said. “I’d...
View ArticleJeff Saut’s Best Ways to Play a Market Continuing to Run
Raymond James Chief Strategist Jeff Saut, Beacon Capital Management Partner Jon Maxson and Trean Derivatives Senior V.P. Scott Shellady provided their outlook for 2014 on Fox Business. Shellady thinks...
View ArticlePSEC added to the SMA Portfolio
In a move that some may see as capitulation, I’ve decided to enable the SMA Portfolio more leeway to capitalize on opportunities provided by the market. The portfolio will no longer strictly follow the...
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