On Great Fund Managers
Dr Doom Nouriel Roubini is bullish!
This could be the ultimate contrarian indicator but when one of the most depressing market watch says this bull has a few months of legs to run, do you listen? From CNBC.com: “We’re a believer; we’re celebrating. We think the rally has legs,” explains Gina Sanchez, Roubini’s director of equity and allocation strategy. (She is [...]
David Dreman–Stocks have never been so cheap since 1982, good opportunity to buy
Joe Granville recently predicted DOW to drop by 4000pts. Today I came across contrarian investor David Dreman saying stocks have never been so cheap since 1982 So now we have one that offers a technical take and now David Dreman offers a fundamental take People currently do not want to be in the market because [...]
David Rosenberg: Stick to safety and income at reasonable price
Here is David Rosenberg’s advice for the turbulent 2012: Stick to safe money management strategies that focus on income. They are defensive and cushion volatility. Focus on safe yield Dividend equities and preferreds Low debt/equity and High liquid asset ratios Oil and Gas Royalties and REITs Low fixed costs and high variable costs, oligopolistic Alternative [...]
Howard Buffett: The Man to Take over His Dad
Here is a profile of Warren Buffett’s son, the man to take over as chairman of Berkshire Hathaway. A lot of interesting thing Non of his son’s graduated from university! Warren made Howard pay rent and tied it to his weight Howard does not believe that Bill Gates high tech agriculture methods for the poor [...]
Jeremy Grantham– Are you ready for 10 years of low stock prices?
I follow Jeremy Grantham because I think his valuation of asset classes is amongst the most accurate. For someone who can forecast asset classes order of returns 10 years ago to what they are now [See this report page 2 and 3 >>] they have to be really really good. For folks who would like [...]
