Results for "Portfolio Manager Perspectives"

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Stocks look cheap vs. bonds, says Perkins

August 26, 2010

Relative to the low yields of bonds, the stock market is attractively valued, according to Tom Perkins, manager of the $81 million Perkins Large Cap Value Fund Ticker:(JAPIX) and the $12.4 billion Perkins Mid Cap Value Fund Ticker:(JMVAX). “There...

‘Oversold’ market superb for stock pickers, says Needham’s Retzler

August 25, 2010

Lower trading volume during the summer doldrums has contributed to an “oversold” stock market, according to Chris Retzler, manager of the Needham Small Cap Growth Fund Ticker:(NESGX). “Right now with many of the larger investors on vacation,...

Time is right for cyclical stocks, says First American's Chalupnik

August 6, 2010

The carnage wrought by the stock market collapse more than a year ago has left a lot of cyclical-sector stocks still looking like great values, according to David Chalupnik, head of equities at First American Funds, which has $90 billion under...

Market sweet spot? Mid-caps, says Baron Opportunity's Lippert

August 2, 2010

You can always find secular-growth stories and investment opportunities — regardless of the market and economic conditions — according to Mike Lippert, manager of the $200 million Baron Opportunity Fund Ticker:(BIOPX). “There is no slowdown...

‘Libor floor’ loans giving good yields, says Hartford’s Bacevich

July 28, 2010

Want to profit from the credit squeeze on cash-strapped companies? Mike Bacevich, manager of the $4.5 billion Hartford Floating Rate Fund Ticker:(HFLAX) is doing just that by investing in loans made to single-B- and double-B-rated companies....

Blue chips set to bounce, says Al Frank Asset’s Buckingham

July 27, 2010

Blue-chip stocks are the best place to invest right now, says John Buckingham, chief investment officer at Al Frank Asset Management Inc. “There’s still a lot to be concerned about, but there’s also a whole pile of money out there that...

Great bet now? Short IPOs, says Direxion’s Schuster

May 25, 2010

The IPO market isn’t always all it’s cracked up to be, which is why it can make sense to short-sell newly public companies, according to Josef Schuster, manager of the Direxion Long/Short Global IPO Fund Ticker:(DXIIX). “A lot of companies...

How to play the new volatility

May 10, 2010

There's a rollercoaster on Wall Street right now. And it's making retail investors and financial advisers downright queasy. But to one money manager, short-term stock market volatility represents pure opportunity. Eric Fischman, manager of the...

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...

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...

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...

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...

Shunning stocks? Big mistake, says Al Frank's John Buckingham

January 5, 2010

The stock market might not perform as well in 2010 as it did last year, but the case for equities is still hard to ignore, according to John Buckingham, chief investment officer at Al Frank Asset Management Inc. “I still don't see a lot of...

Advanced Equities' Wright: Recovery not forthcoming

November 29, 2009

Financial advisers and investors must bear in mind that consumers won't be in a position to support their normal share of economic growth, according to Brian Wright, head trader and co-portfolio manager with Advanced Equities Asset Management....

Bull Path's Kaimowitz: Valuations will get squeezed

November 13, 2009

The strong likelihood that both interest rates and taxes are rising will soon put a squeeze on company valuations, according to Rob Kaimowitz, portfolio manager and chief executive of Bull Path Capital Management LLC. “We've just gone through...

Cleo Chang: Finding opportunity in volatility

November 8, 2009

A focus on market volatility has become a driving force behind the Direxion/Wilshire Dynamic Fund (DXDWX), according to portfolio manager Cleo Chang. The fund — which re-balances monthly from a starting point of 60% equities and 40% fixed...

ING's Uri Landesman: The easy money's been made; now the markets face a test

October 27, 2009

Investors will be paying close attention to the direction of the equity markets in the coming days in light of the recent market volatility that has tested the strength of the eight-month rally, according to Uri Landesman, head of global growth...

Where there's pain, there's gain: How the unemployment rate can present investment opportunities

October 20, 2009

Despite the 60% stock market rally since the March low, many consumers remain fixated on the immediate reality of unemployment, and that is preventing a lot of investors from participating in the rally, according to Kevin Mahn, chief investment...

Market rebound may be illogical, but ‘ignore it at your own peril,' manager of $1.7B strategy warns

October 19, 2009

Barring some major corporate-earnings disappointments over the next several days, there is reason to believe that investors will continue to reward companies for anything that looks like good news, according to Uri Landesman, head of global...

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