3 Experts on How to Invest in Markets Now

Consuelo Mack of WealthTrack interviewed the following individuals on Friday:

• Michael Hartnett, Chief Global Equity Strategist at BAS-Merrill Lynch

• David Winter, portfolio manager of the Wintergreen Funds

• Whitney Tilson of the Tilson Mutual Funds

In the interview Consuelo conducted with the three individuals, she obtains their views on the various markets and types of stocks one might consider investing in at this point in the market cycle. A couple of the interview highlights suggest that:

1. Investors need to look more towards individual companies when selecting investments. In short, the easy money has been made with the market rise off of the March lows.

2. The interview quests suggest investors should look at the emerging markets for future growth opportunities.

If the video loads slowly, one can access the interview at this link.

More videos can be found at WealthTrack's video archive site.

Comments

[robert.b.fe...:]

My Brazillian stock has made a move up recently and both (NETC) (VIV) are now in the green. I have been looking at India but have no holdings there. While my China holdings are split with (STP) down significantly and (FEED) showing a good gain.

Oct 02 08:52 PM

[carey_jim:]

The money made in the US stock market since March, 2009 was not "easy money" it was a gambling windfall based on nothing but smoke and mirrors.

On average, financial "experts" don't outperform well-informed Joe Investor. In fact, only 3% of the experts were bullish in March, 2009. But the financial industry doesn't advertise the fact.

I wonder why not?

"Easy money?" Keep dreaming and listening to Merrill Lynch brokers, while the company is still solvent that is.

Oct 04 02:22 PM

[Living4Divi...:]

"A couple of the interview highlights suggest that:
1. Investors need to look more towards individual companies when selecting investments. In short, the easy money has been made with the market rise off of the March lows.
2.The interview quests suggest investors should look at the emerging markets for future growth opportunities."

1. Individual Stocks
I agree with the above. It is risky to pick a few individual companies - because this is nondiversified. A better strategy is to create a portfolio of a minimum of 20 or so companies - or combine individual stock picks with mutual funds/ETFs to accomplish the diversification goal.
2. I am a fan of Emerging Markets - because they are the place to be for growth. The downside is that this strategy is highly volatile - The investor in this asset class should be in for a wild ride.

Oct 05 09:40 AM