Where A 4-Star Manager Sees Value In Stocks

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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.

“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

Star hedge fund macro trader Colin Lancaster warns: Inflation is back

InvestorsTalk of inflation has been swirling for some time amid all the stimulus that's been pouring into the market and the soaring debt levels in the U.S. The Federal Reserve has said that any inflation that does occur will be temporary, but one hedge fund macro trader says there are plenty of reasons not to Read More


Where A 4-Star Manager Sees Value In Stocks

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