Where A 4-Star Manager Sees Value In Stocks

Where A 4-Star Manager Sees Value In Stocks

A couple of old-tech stocks offered a good deal of value, 4-star portfolio manager Matthew McLennan said Monday.

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“We view it as entrenched technology,” he said. “There’s always a new flavor of the month in technology—social media today, go back 15 years ago it was the B2B Internet IPOs and the like.”

H/T Dataroma

Morningstar Investment Conference: Gabelli Funds On Where To Invest Amid Inflation

InflationNumerous news headlines have trumpeted major concerns about inflation, which has been at 40-year highs. But how should investors handle inflation as it pertains to their portfolios? At the Morningstar Investment Conference on Monday, Kevin Dreyer, co-CIO of Gabelli Funds, outlined some guidelines for investing in the age of inflation. Historic inflation Dreyer started by Read More

Where A 4-Star Manager Sees Value In Stocks

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