Stock Picks From the Expert Roundtable  

Oleh:

Colvin, Geoff

Jenis: Article from Bulletin/Magazine
Dalam koleksi: Fortune vol. 160 no. 11 (Dec. 2009), page 32.
Topik: Stocks; Investor; Discovery Communications; Scripps Networks; Time Warner

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Perpustakaan Pusat (Semanggi) Nomor Panggil: FF16.42 Non-tandon: 1 (dapat dipinjam: 0) Tandon: tidak ada

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High anxiety unites most investors these days as the U.S. economy struggles, the global economic order shifts, and the emerging "new normal" feels distinctly strange. To get some calming perspective -- and specific advice -- we convened five top-ranked investing pros. Susan Kempler is a portfolio manager for the giant TIAA -CREF organization, which invests nearly $400 billion of retirement plan assets. Ron Muhlenkamp, who runs his own fund firm, has been a student of investing for 40 years; this is his seventh recession. Barry Ritholtz is chief executive of Fusion IQ, an online quantitative research firm that is constantly screening thousands of stocks. Steve Romick manages the high-performing Crescent fund for First Pacific Advisors. And Jason Trennert, often ranked among Wall Street's top strategists, guides investing strategy at Strategas Research Partners, which advises institutional investors. When the team sat down recently with Fortune's Geoff Colvin, a few themes emerged clearly: respect for large-cap quality names and disdain for gold mania, among others. But calmness amid the turmoil? Turns out these denizens of the markets may be every bit as anxious as the rest of us -- they just handle it better. As Muhlenkamp observed, "Investors pay us for our stomachs, not our heads." Edited excerpts from the discussion:

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