Witmer 2014 Predictions From Barron’s Roundtable


Barron’s roundtable discussion/predictions 2014 is out. Last year, the picks did very well. The link to the full article can be found here. Berkshire board member Meryl Witmer is a member of the roundtable. She had very little to say this year, but her words are worth listening to. Below are her thoughts on four different questions discussed by the panel, but first her picks from last year…

Meryl Witmer’s Picks 
Company/Ticker  Price
Change  Total Return
Spectrum Brands Holdings/SPB $48.11 $70.55 46.60% 48.70%
Chicago Bridge & Iron/CBI 47.22 83.14 76.1 76.5
Tribune Company/TRBAA 49.25 77.4 57.2 57.2


ValueWalk’s March 2021 Hedge Fund Update: Klarman, Loeb, Reddit And Much More

Nestle Dan Loeb Daniel Loeb third point capital hedge fund manager activist investor poison pen activism Yahoo corporate governance famous investorsWelcome to our latest issue of issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send us your feedback! Featuring Seth Klarman and Dan Loeb's investment in Intel, losses and profits from Reddit's frenzy, and an analysis of hedge fund pay. Q4 Read More

Enough! Meryl, what is your economic forecast for this year?

Witmer: The U.S. economy could grow by 3%, maybe a little more. Companies are doing well. Fracking is a help. Manufacturing companies are onshoring [bringing production back to the U.S. from other countries]. Stocks, however, don’t look inexpensive.

There’s a big debate in the market about profit margins. If they are unsustainably high, stocks could soon look more expensive. Will margins come down, or have they shifted to a higher level indefinitely?

Witmer: It looks like there’s more greed than fear in the market.

On Fracking

Witmer: They will have higher stock prices to use as deal currency.

If China slows

Witmer: But China will have cleaner air.

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