Tag: Morningstar Stock Fund Manager of the Year

GREAT INVESTOR TURNS MORE CONSERVATIVE Transcript 11/01/2013 #1019

November 15, 2013

CONSUELO MACK: This week on WealthTrack, five-star Yacktman Fund manager Don Yacktman mines for bargains in the stock market. How is this Great Investor using tried and true methods to strike investment gold? Where he is digging is next on Consuelo Mack WealthTrack.

 

Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. We are taping this week’s program at the Museum of American Finance, a must visit destination in the heart of Wall Street. Some things never change. Recent WealthTrack guest, Gluskin Sheff’s influential economist and strategist David Rosenberg, has been getting flack for moving to a more bullish stance after years of warning about economic and market risks. He explained his shift in outlook to us, and The Wall Street Journal recently covered the back lash from some of his followers in its article titled “Top Bear’s Bullish Tilt Has Followers Growling.”

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DONALD YACKTMAN: A GREAT INVESTOR TURNS MORE CONSERVATIVE

November 1, 2013

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. Continue Reading »

GREAT INVESTOR EXCLUSIVE Transcript 10/04/2013 #1015

October 8, 2013

CONSUELO MACK: This week on WealthTrack, ClearBridge Aggressive Growth Fund Manager Richard Freeman has been on the fast track for 30 years with no signs of slowing down. Where is this Great Investor driving the portfolio now? That’s next on Consuelo Mack WealthTrack.

Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. Where do you come out in the classic, Wall Street “growth versus value” debate?  When you look at your portfolio are there more value or growth stocks and funds?  What’s the difference between the two categories?  Traditionally growth stocks are defined as having higher than average earnings and sales as well as price/earnings multiples. Typically they pay little or no dividend. Value stocks are supposed to have slower growth and lower P/E multiples but pay higher dividends. Growth stocks typically perform better in bull markets. As you can see from this chart, they certainly have since the market bottomed in March of 2009. A benchmark Russell Growth Index has vastly outperformed the Value Index.

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