Displaying 250 results
There’s green to be made in grey areas of Europe: Evermore’s Marcus
Crisis on continent obscuring good investment values; 'panic mode'
Gas sector ‘stinks,’ but rally likely, says Harry Rady
The market's negative sentiment toward the energy sector has created a strong buying opportunity in the natural-gas space, according to Harry Rady, manager of the Rady Contrarian Long/Short Fund.
Landesman sees roller coaster ride ahead
Hedge fund manager predicts the S&P 500 could fall 8% in the next few weeks, followed by a 22% bounce
Got guts? Consider financial stocks, says Innealta’s Buetow
The next few rounds of corporate earnings reports are going to create some investment opportunities for anyone with the “guts to take on some risk,” according to Jeff Buetow, chief investment officer at Innealta Capital, a firm with $1.2 billion under management.
Salopek: Market’s ‘like picking buckets of money off the ground’
A buildup of free cash flow creates an “extremely compelling” case for small-cap stocks, according to Steve Salopek, manager of the $100 million ING Small Cap Opportunities Fund Ticker:(NSPAX).
What’s the ‘Brazil of Asia’ – and why is Art Steinmetz so bullish on it?
The general strength of emerging-markets economies — coupled with backsliding by the developed markets — has created appealing investment opportunities in the global fixed-income space, according to Art Steinmetz, chief investment officer in charge of fixed income at OppenheimerFunds Inc.
‘Oversold’ market superb for stock pickers, says Needham’s Retzler
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).
Big bargains in the tech aisle, says RS Investments’ Thacker
The technology sector has gotten cheap, according to Allison Thacker, who manages $1.4 billion in growth portfolios at RS Investments.
Biotech ‘incredibly compelling,’ says Goldman’s Gallagher
Sector has high barriers to entry and durable models, says mid-cap fund manager; also sees lots of M&A ahead
Stocks look cheap vs. bonds, says Perkins
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).
Blue chips set to bounce, says Al Frank Asset’s Buckingham
Blue-chip stocks are the best place to invest right now, says John Buckingham, chief investment officer at Al Frank Asset Management Inc.
Market sweet spot? Mid-caps, says Baron Opportunity’s Lippert
Fund manager concentrates on a handful of broad themes that are generally applied to midsize companies – that is, businesses with market capitalizations between $1 billion and $10 billion.
Will expiration of Bush-era tax cuts derail dividends?
The looming expiration of the Bush-era tax cuts could throw a wrench into some dividend-investing strategies, according to Henry Sanders, manager of the $230 million Aston/River Road Dividend All Cap Value Fund Ticker:(ARDEX).
‘Libor floor’ loans giving good yields, says Hartford’s Bacevich
Want to profit from the credit squeeze on cash-strapped companies?
A gold bug’s life? A sweet one – thanks to government spending
To figure out what's driving the price of gold, look no further than global government policies, said Evan Smith, manager of the $700 million U.S. Global Investors Global Resources Fund.
New corn ETF second only to buying actual corn, says Teucrium’s Gilbertie
The corn ETF, like Teucrium's other ETFs in registration, uses staggered futures contracts to track the current price of the commodity.
Pimco’s Mohamed El-Erian: It looks like an ‘exciting time for investing’
Ask Mohamed El-Erian about the very real financial problems threatening the developed world, and you get a surprising response.
Sin stocks: One reason it’s good to buy bad
Dividend yields are starting to make sin stocks difficult to ignore, according to Jeff Middleswart, manager of the Vice Fund Ticker:(VICEX).
Michael Hasenstab: Why now is the time to be a contrarian
The sovereign-debt crisis in Europe has opened the door for contrarian investing in global fixed income, according to Michael Hasenstab, co-director of fixed income at the Franklin Templeton Fixed Income Group and manager of the $30 billion Templeton Global Bond Fund Ticker:(TPINX).
Time is right for cyclical stocks, says First American’s Chalupnik
Cost-cutting has buffed up companies in financial and tech sectors; 'tremendous operating leverage'
