“What if nothing is cheap” in today’s market? In a rare interview, Brian Rogers, longtime portfolio of the T. Rowe Price Equity Income Fund, a Morningstar favorite, tells us why he’s worried about risks and “pockets of craziness” in the market and where he is finding value in an expensive world.
Great Investors
DONALD YACKTMAN: A GREAT INVESTOR TURNS MORE CONSERVATIVE
Donald Yacktman, President and Founder of Yacktman Asset Management runs two five-star funds. Both have beaten the markets and their peers by wide margins over the years. This past Morningstar Stock Fund Manager of the Year explains while his approach to picking stocks has stayed the same, his current strategy is changing.
MARTIN WHITMAN: THEY JUST DON’T GET IT!
They just don’t get it! That’s the view of legendary deep value investor Martin Whitman, Founder and Chairman of Third Avenue Management. In this exclusive interview taped at the Museum of American Finance, Whitman takes on Congressional and Wall Street ignorance about debt, credit worthiness, and earnings. Whitman will also discuss his long term mantra, to buy “safe and cheap” stocks, and his four elements to getting growth at dirt cheap prices.
DAVID ROSENBERG: SEISMIC INVESTMENT SHIFT
Financial Thought Leader David Rosenberg is predicting a generational investment shift. He explains his new call and why investors should be making some proactive changes to their portfolios now.
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RICHARD FREEMAN – A GREAT INVESTOR EXCLUSIVE!
This week’s guest is sticking to his knitting, which is picking stocks that will deliver what he calls “good absolute returns” over time. He is Richard Freeman of ClearBridge Aggressive Growth Fund.
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MATT MCLENNAN: THE “MIRAGE” RECOVERY
Is the financial crisis really over? Are we in danger of another one? In a recent speech, Hank Paulson, the Secretary of the Treasury during the crisis said yes, we are still in danger and that “there are a number of issues that trouble and in some cases flabbergast me.” Our guest this week, Matthew McLennan, is in complete agreement.
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