David Tepper was on CNBC this morning and shared his view that the Fed will not be tapering for some time. He thinks that the uncertainty of the next three or four months will make it hard for markets to rally but his view is overtime the market is well positioned for continued appreciation.
This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Tuesday, October 15, 2013
Leon Cooperman on CNBC
Leon Cooperman was on CNBC today and recommended buying Qualcomm (QCOM), Motorola Solutions (MSI) and Swatch. He also thought Chimera Investment (CIM) was worthwhile and is in the midst of a turnaround. He also likes Sandridge Energy (SD) which he thinks is worth $10 vs a $6 stock price.
Sunday, October 13, 2013
Interview with Bruce Greenwald
Bruce Greenwald was recently interviewed by Motley
Fool. In the interview Greenwald shares
his thoughts on growth stocks and when to sell, the value of the financial
sector today, whether reputation risk matters, predicting the macro
environment, the need for a catalyst with investments, and three ways to hedge
-- including gold and how to use it.
Pretty good stuff. Enjoy:
Saturday, October 12, 2013
Jim Chanos at WSJ Conference
Jim Chanos was recently interviewed at the WSJ Conference. In the interview he shares his views on China, the energy sector, and Tesla (NASDAQ: TSLA). Pretty good stuff:
Amit Kumar of Artham Capital Interview
Amit Kumar the founder of independent research shop Artham Capital has a nice interview with Manual of Ideas where he talks about how he looks for long and short ideas and gives some specific examples. Pretty interesting and worth listening to.
Friday, October 11, 2013
David Winters on CNBC
David Winters was on CNBC today talking about why he thinks Coke, Wynn, and others are currently undervalued. Enjoy:
Thursday, October 10, 2013
Jim Chanos CNBC #3
In this clip Jim Chanos discusses how the natural gas revolution may have negative implications for coal players and other companies:
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