Muhlenkamp High on Healthcare, Tech Stocks

Ron Muhlenkamp, whose fund has bounced back strong this year after a rough stretch and has now beaten 90% of funds in its class in the past decade, is high on high-quality technology and healthcare stocks. According to Kiplinger’s, Muhlenkamp is high on tech firms like Hewlett-Packard and Cisco. He’s also made a bundle on […]

When More Stocks Doesn’t Equal More Diversification

Diversification is a topic we often discuss on this blog, and in the video below Jason Zweig of The Wall Street Journal offers some very interesting thoughts on the topic. According to Zweig, many studies have shown that holding 20 to 30 stocks can diversify away much of the risk you’d get by picking just […]

Siegel Sees 4%-5% Growth Ahead

Wharton Professor and author Jeremy Siegel says he thinks the U.S. economic recovery will surprise to the upside, with 3.5% GDP growth in the fourth quarter and 4% to 5% growth in the first half of 2010. Siegel tells Bloomberg that he believes that by December or January the U.S. will see its first positive […]

Bolton Eyes China

Fidelity’s Anthony Bolton, one of the U.K.’s most successful fund managers before retiring in early 2008, is putting retirement on hold as he tries to take advantage of what he says is the “opportunity of a generation” in China. Bolton is starting a new fund focused on companies exposed to Chinese consumer growth, The Wall […]

Mobius: Be Ready for Emerging Market Correction

Templeton Asset Management’s Mark Mobius says investors should be ready for a 20% correction in emerging market stocks, triggered by Dubai’s attempt to delay its debt payments and compounded by the devaluation of the Vietnamese currency. “This may be the trigger to allow for the market to take a rest and pull back,” Mobius told […]

Fisher Still Bullish, Focused on Materials Stocks

Kenneth Fisher thinks that a strong internal demand for materials and commodities in emerging market countries is part of what will continue to drive materials stocks higher. Fisher also tells Bloomberg that areas that do okay in the first part of bear markets but badly on the back half of bears — like materials in […]

Ritholtz on the Economy/Market Disconnect

Barry Ritholtz of The Big Picture blog and Fusion IQ says that, while the economic recovery is anemic, a number of other factors are making stocks continue to look attractive. Ritholtz, who called both the market crash and the recovery, tells Yahoo! TechTicker that as long as the economy remains weak, the Federal Reserve will […]

Biggs Sees Market Moving Higher

Hedge fund guru Barton Biggs tells Charlie Rose that he expects the next major move in the market will be to the upside, and says he thinks the U.S. would be wise to add more stimulus into its recovering economy. Biggs says he’s looking for the market’s next big move to be a 10% to […]

Gross Says to Buy Utilities

Bond guru Bill Gross of PIMCO is finding value in at least one area of the stock market: utilities. In his monthly investment commentary on PIMCO’s web site, Gross talks extensively about the sub-1% money market yields that investors are faced with amid the Federal Reserve’s low-interest-rate push. While that might have been acceptable during […]

Dreman: Correction, Major Inflation Coming

Noted contrarian investor and author David Dreman says a correction is coming for the stock market — but he says investors are best off just holding their ground and riding through it. In an interview with Fox Business, Dreman says it’s too hard to tell exactly when the correction will occur. And, given his belief […]

Paulson Bets Big on Gold …

Hedge fund guru John Paulson is making a big move into gold, launching a new fund that focuses on shares of gold miners and other gold-related shares and gold derivatives, The Wall Street Journal reports. Paulson’s hedge fund is already a “major holder” of gold shares, including AngloGold Ashanti Ltd. and Kinross Gold, according to […]

… but Buffett Steering Clear of Bullion

While one of the world’s best investors, John Paulson, is making a big bet on gold, another — Warren Buffett — is looking elsewhere. David Pett of Canada’s Financial Post notes that Berkshire Hathaway’s latest holdings disclosure “indicates that the world’s greatest investor isn’t loading up on gold or precious metals. Indeed, he lists no […]