Tag Archives: manager

Apple – starting to rot? RIM and Motorola been there!

Disappointing results from Apple this past quarter just may be an early sign of more rot to come .  Being more experienced as a portfolio manager has its advantages…if only because of the benefits of hindsight.  Sexy products have a lifecycle that … Continue reading

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When to rotate into cyclicals? NOW!

I’ve been preaching for decades (and discussed in both my books ad nauseum) that the right thing to be doing at any point in time is the exact opposite of what everyone else is doing.  If it’s a difficult thing to … Continue reading

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Institutional Investors missed the boat….yet again!

Just back from a nice ride on a rented Harley-Davidson motorcycle (in beautiful Arizona), I can’t say that I’m back in the swing of things just yet, but it sure did clear my head. Oh, and an occasional break does … Continue reading

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Bad funds today, stars tomorrow!

Over decades, I’ve been quoted in newspapers and television (and have also made dozens of presentations to various professional groups) suggesting that bad funds (defined as those with miserable track records at present, or dogs) offer the best potential for … Continue reading

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Wanna be a Portfolio Manager? Forget the ‘walk’ and learn the ‘talk’!

Portfolio managers become very adept at covering their everyday-idiot side and at a moment’s notice switching on their learned-professional alter ego. Like the Two Face character from Batman comics, it’s often difficult to determine who it is you’re actually talking … Continue reading

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Want to be a money manager? Become a celebrity!

I still don’t understand why people pay much heed to headlines in newspapers (if it’s in the news it’s already old news, and can’t make you money) or to those who’ve unilaterally appointed themselves as experts on money matters.  Some journalists are pretty good, but … Continue reading

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Is Linkedin (IPO) really tuned in? Is there a tech disconnect?

LinkedIn Corp’s <LNKD.N> shares more than doubled on their first day of trade last month. The hype seems to have worn off some since the IPO.  There are some cynics who figure that it was just a big one-off shenanigan – nostalgia for the … Continue reading

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