Results for "Portfolio Manager Perspectives"

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The new frugality will boost consumer staple stocks, says Wasatch's Shive

March 8, 2010

The upside of nearly two decades of mounting levels of government and consumer debt is a solid foundation for a secular run by consumer staple companies, according to Ralph Shive, manager of the $1.5 billion Wasatch-1st Source Income Equity...

Risk-takers' best bet now? High-yield bonds, says AAM's Colyer

March 4, 2010

If investors can stomach the risk, high-yield bonds are still the best place to be right now, according to Scott Colyer, chief executive and chief investment officer of Advisors Asset Management Inc. “In an economic recovery where monetary...

Metzler/Payden's Milev: Less developed parts of Europe still good bets

March 2, 2010

It would be a mistake to assume that the economic woes facing Greece are reasons to avoid investing in some of the less developed parts of Europe, according to Vladimir Milev, manager of the Metzler/Payden European Emerging Markets Fund Ticker:(MPYMX)....

Keith Goddard: Look for a ‘smart' rally in tech

March 1, 2010

The growth of mobile Internet usage via smart phones and tablet computers is poised to drive the next major technology cycle, according to Keith Goddard, president and chief investment officer of Capital Advisors Inc. Mr. Goddard, who manages...

ING Global's Ferguson: Real estate represents 'the buy of the century'

February 28, 2010

With the real estate investment trust market beginning to stabilize, the time to act is now. An upturn is coming in the publicly traded real estate space, and investors need to be nimble to take advantage of it, according to Ritson Ferguson,...

Skip the gold medal, go for gold stocks, says Midas Fund's Thomas Winmill

February 26, 2010

The price of gold will double to more than $2,500 an ounce over the next 10 years. But for now, investing in gold mining stocks make more sense, according to Thomas Winmill, president of Midas Management Corp. and manager of the $120 million...

Quality is king, says Oak Value's Coats

February 24, 2010

Stock picking in the current market requires a renewed focus on corporate economics and balance sheets, said Larry Coats, manager of the Oak Value Fund (OAKVX). “After a low-quality recovery last year, now quality matters, and it's time for...

Dividend-slicing trend nearly over, says Henderson's Job Curtis

February 23, 2010

Corporate-dividend payouts have fallen over the past few years, but the bottom is now in sight, according to Job Curtis, manager of the $570 million Henderson Global Equity Income Fund (HFQAX). “I think we're through the worst of it,” he...

REITs are still a good value, says ING Global's Ferguson

February 22, 2010

An upturn is coming in the publicly traded real estate space, and investors need to be nimble to take advantage, according to Ritson Ferguson, manager of the $1.9 billion ING Global Real Estate Fund (IGLAX). “The market is still soft, but...

Some cost-cutting companies flying under investors' radar, says Robeco Boston Partners' Donovan

February 16, 2010

Despite last year's rally, there remains a pocket of opportunity among those stocks that have lagged the overall market, according to Mark Donovan, manager of the $500 million John Hancock Disciplined Value Fund Ticker:(JVLAX). The key, he said,...

Karl Mills: Why technology is best place to be right now

February 11, 2010

The top-down macroeconomic themes all tilt in favor of globally diversified cash-rich companies, according to Karl O. Mills, president and chief investment officer at Jurika Mills & Keifer LLC. At issue is “massive public debt here and in...

Collar Fund’s Schwab uses options to manage risk

February 9, 2010

The volatility that has crept into the stock market over the past few weeks could turn out to be a selling point for The Collar Fund Ticker:(COLLX), managed by Thomas Schwab. The fund uses put and call options to establish upper and lower boundaries...

ING's Landesman to Washington: Let the markets be

February 4, 2010

Washington in general — and President Barack Obama in particular — is getting in the way of the stock market rally, according to Uri Landesman, head of global growth at ING Investment Management Americas. Mr. Landesman, who manages $1.7...

Game plan for 2010? Play more D, WBI's Stroik says

February 3, 2010

After enjoying the “beta rally” of 2009, investors should view 2010 as more of a defensive play, according to Gary Stroik, chief investment officer at WBI Investments. “Our screens are favoring more-defensive investments, and I expect...

W.P. Stewart's Tierney: It's a stock picker's market

February 1, 2010

The best investment opportunities are likely to be found in defensive growth stocks, according to Jim Tierney, portfolio manager and analyst with W.P. Stewart & Co. Ltd. Mr. Tierney, whose firm manages $1.6 billion, said that in this environment,...

Aston’s Zerhusen: Ignore mid-caps at your peril

January 29, 2010

Investors are ignoring mid-cap stocks at their own peril, according to Thyra Zerhusen, manager of the $1.3 billion Aston/Optimum Mid Cap Fund (CHTTX) from Aston Asset Management. “Mid-cap stocks, in general, have done better than large and...

F-Squared's Present staying fully invested

January 27, 2010

ERROR: Macro getaudioplayer is missing!All signs point toward staying fully invested, according to Howard Present, co-manager of the Virtus AlphaSector Rotation Fund (PWBAX). The $193 million fund, which relies on forward-looking quantitative...

Eugene Peroni predicts Dow to hit 13,000

January 26, 2010

Despite recent stock market volatility, the bull market rally will likely last another year or more, according to Eugene Peroni Jr., a portfolio manager with Advisors Asset Management Inc. Mr. Peroni is a multicap manager who uses technical...

Harry Rady: Short-sale targets like 'shooting fish in a barrel'

January 24, 2010

Finding stocks to sell short is like “shooting fish in a barrel,” according to Harry Rady, chief executive and portfolio manager at Rady Asset Management LLC. Mr. Rady, who manages $250 million in long-short strategies in both mutual funds...

Robeco's Pollack: It is high-quality firms' turn to lead a rally

January 24, 2010

The time is right for higher-quality companies to start leading the stock market rally, according to Steven Pollack, manager of the Robeco Boston Partners Mid Cap Value Fund (BPMIX). “Low-quality companies got very cheap a year ago,” he...

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