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Posts Tagged ‘Sir John Templeton’

Picking Stocks, Stock-by-Stock

March 7, 2012 Comments off

Who doesn’t love a bargain? Scoring something sought-after at a discount can be as thrilling for shoppers on Main Street as deal-hunters on Wall Street. Ferreting out finds takes time, though, and not everyone has the patience—or the resources—to do that legwork.  But Katrina Dudley, portfolio manager with Mutual Series® , is a savvy stock shopper with ample amounts of both. Read on for a taste of her stock-picking approach as inspired by the Mutual Series’ guiding principle:  “buy a dollar’s worth of assets at a discount.”         

  • Macro considerations are important, but they don’t change our stock-by-stock selection process
  • Volatility is here to stay, but it can create opportunity 
  •  We’re looking at the company-level impact of macro influences like eurozone austerity
  • Many European companies are readjusting their cost base, becoming more competitive Read more…
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Dipping a Toe Back Into the Market

March 2, 2012 Comments off

Many investors were leery about diving into the market last year, and who can blame them given global debt debacles, job and housing concerns, and a shaky growth outlook. While the market still faces these crosscurrents, the S&P 500’s best January performance in more than a decade 1 and the recent reprieve in a key measure of market volatility are providing  hints that gun-shy investors might be dipping a toe back in.

Easier said than done for some. After the rollercoaster that was 2011, trying to explain why now seems like a good time to venture back in still sounds a little crazy. But for those who are looking for some perspective, you’ve come to the right place. Read on for why Ed Jamieson, president/CIO of Franklin Equity Group®, Peter Langerman, president/CEO of Mutual Series®, Gary Motyl, president/CIO of Templeton Global Equity Group, and Mark Mobius, executive chairman of Templeton Emerging Markets Group, all think it might be time for investors to consider taking the plunge. In brief:

Gary Motyl: “We do expect the global GDP environment to remain challenging—looking for slower global GDP growth but still growth.”

Ed Jamieson: “The market appears more relaxed about world events than one might imagine.”

Peter Langerman: “If you look at one of the commonly referenced measures of volatility, the Chicago Board Options Exchange Market Volatility Index, or the VIX, we are actually at a level which isn’t that far above where we were all the way back in 2007.”

Mark Mobius:  “I don’t believe China’s economy is going to experience a hard landing. I expect the China plane will keep on flying.” Read more…