Friday, Nov 23, 2012
Ron Muhlenkamp
Wednesday, Nov 21, 2012
Mike PeQueen
managing director and partner, HighTower Advisors, Las Vegas
The Whole Story
On Twitter: @HighTowerAdvsor
Links: www.hightoweradvisors.com
Wednesday, Nov 21, 2012
Jack Schwager
author of "Market Sense and Nonsense: How Markets Really Work (And How They Don't)"
The Big Interview
On Twitter: @jackschwager
Links: www.jackschwager.com
Wednesday, Nov 21, 2012
David Brown
Tuesday, Nov 20, 2012
Bill Mann
manager, Motley Fool Independence Fund (FOOLX)
MoneyLife Market Call
Tickers Discussed : TEF, SUBK, CCH, CMG During "Hold It or Fold It": YUM, MPEL JST RDY, BIDU
Tuesday, Nov 20, 2012
Dan Fuss
vice chairman, Loomis Sayles & Co.; manager of Loomis Sayles Bond (LSBRX)
The Big Interview
On Twitter: @loomissayles
Links: www.loomissayles.com
Monday, Nov 19, 2012
Larry Gilbert
managing director and partner, HighTower Advisors, Chicago
Economy Watch
On Twitter: @HighTowerAdvsor
Monday, Nov 19, 2012
John Buckingham
chief investment officer, Al Frank Asset Management; manager of the Al Frank Fund
MoneyLife Market Call
Tickers Discussed :NSC, TRV, WFT During "Hold It or Fold It": CWT, LMT, COV, DIS, MET
Friday, Nov 16, 2012
Sandy Villere III
co-manager, Villere Balanced Fund (VILLX)
MoneyLife Market Call
Tickers Discussed : BID, CCL, JOSB During "Hold It or Fold It": HPQ, FB, GOOG, LEG, FLO, WR
Links: www.villere.com
ShortHeadline: Villere: 'It's almost too late to play defense'
DetailInformation: Sandy Villere III, co-manager of the Villere Balanced Fund (VILLX) says “it’s almost too late to play defense,” given market and economic conditions, and that “it’s time to find some good growth companies and buy them at reasonable prices.” In the MoneyLife Market Call interview with Chuck Jaffe, MarketWatch senior columnist, Villere noted that while he does not expect to see a significant increase in interest rates until late in 2014, he is reducing the bond exposure in his five-star balanced fund in part out of worry about what could happen next. “If you just look back to March of ’09, you have seen about a trillion dollars come into bond funds and have seen $138 billion come out of equity funds,” Villere said. “The herds have rushed into bond funds and I don’t want to be around when the herds rush out.” His other reason for minimizing bond exposure is the ability to cash in on stocks. “With the fiscal cliff issues, the election and all this uncertainty, there are a lot of opportunities,” Villere said. “If you are careful and consider yourself a stock picker, you can really dig through the rubble and find some unbelievable companies trading at really reasonable prices given their growth profile.” Among the stocks that fit that bill, Villere singled out Sotheby’s (BID) and Carnival Cruise Lines (CCL) as stocks that have big positions in their industry and that are stocks that other investors have “discarded” for economic and headline reasons. During “Hold It or Fold It,” when guests give their appraisal of stock requests made by the MoneyLife audience, Villere noted that he would sell Facebook (FB), Google (GOOG), Hewlett-Packard (HPQ) and Westar Energy (WR), and said he would be a buyer of Leggett & Platt (LEG) and Flowers Foods (FLO).
Friday, Nov 16, 2012
Bill Nygren