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Barron's Roundtable Part I: 22 Investment Ideas: Zulauf, Cohen, Rogers, Black
Gross: "We brought consumption forward and issued one giant credit card for the past 30 years. Now the bill is coming due. Investors need to get used to low returns, and low growth, inflation, and interest rates for a long time." Very SCARY.
Faber: "Policy makers have created an environment in which a corporation with a lot of cash isn’t going to build a factory or a business. It is going to buy back shares or take over another company. In each takeover, staff is eliminated and there is no capital spending. "
Barrons Roundtable tracker: Faber, Zulauf, Schafer, and Witmer are top of the pack. I like Witmer's style, just simple company turnarounds with no guesses about economy, etc.
Comments
Zulauf is depressing. Sees more deflation ahead than in a Patriots' game.
Other topics: FedEx, LED bulbs, and Boeing - to name a few.
Faber: "Policy makers have created an environment in which a corporation with a lot of cash isn’t going to build a factory or a business. It is going to buy back shares or take over another company. In each takeover, staff is eliminated and there is no capital spending. "
Barrons Roundtable tracker:
Faber, Zulauf, Schafer, and Witmer are top of the pack. I like Witmer's style, just simple company turnarounds with no guesses about economy, etc.
http://blog.pundittracker.com/barrons-roundtable-2013-performance-updated-2002-13-rankings/?utm_source=rss&utm_medium=rss&utm_campaign=barrons-roundtable-2013-performance-updated-2002-13-rankings