FYI: Jack Bogle’s passing this past week occasioned a rightful outpouring of tributes to the founder of Vanguard Group and the inventor of the low-cost mutual fund. Bogle, who died on Wednesday at 89, launched a revolution in investing, based on the belief that most investment managers can’t beat the market over time.
It might seem a touch ironic to feature 10 stockpickers on the heels of such praise, but Barron’s has always applauded diverse approaches to investing, including active management. After all, one person’s S&P 500 index fund is another’s attempt to unearth individual companies with hidden charms trading far below their potential worth.
This brings us to the second installment of this year’s Barron’s Roundtable, in which the 10 investors who participated in our Jan. 7 gathering share their stock (and bond and fund) picks for the new year. In last week’s Roundtable issue, the group discussed their big-picture outlook for the economy, interest rates, and financial markets, and their concerns about tech disruption and government debt.
Regards,
Ted
https://www.barrons.com/articles/disney-dollar-tree-lockheed-martin-and-more-stock-picks-from-investment-experts-51547863018?mod=hp_HERO
