Sunday Link-Fest and Consuelo Mack Interview with Bob Doll

Updated on

On this week’s Consuelo Mack WealthTrack,Consuelo interviews two top investment pros. BlackRock’s Chief Equity Strategist and respected mutual fund manager, Bob Doll, and Morgan Stanley’s Chief Investment Strategist and asset allocation master, David Darst will discuss where to diversify your portfolios globally.

I will profile some highlights of Bob Doll’s comments:

bob Doll is bullish on the economy.

Credit rates are low, and global growth is accelerating.

Individual investors only got into the rally recently.

A lot of cash on the sidelines.

He is overweight equities; both US and Emerging, commodities, REITs, inflation linked securities.

He likes the big blue chip stocks.

He is underweight cash, which has a negative real return now.

He thinks that China raising rates is a positive sign.

Bob Doll is very bullish on Aaple sees the stock at $420.

He likes Healthcare companies, which are at 12-13x earnings with 3-4% yields.

He likes utilities with their high yields, especially as the baby boomers retire and want some safe yield.

He likes the “global gorillas”, which have huge exposure to emerging markets like Coke, PG, Nestle etc.

He also likes companies that have special drilling capabilities like Halliburton and Schlumberger

He thinks new economic policies will be implemented that will be favorable for investors and the economy, as election season comes closer.

Book of the week:Warren Buffett Invests Like a Girl: And Why You Should, Too (Motley Fool) (June 21st)

Japanese Net-Net Investing Part II – Dainichi (5951:TYO)

The Biggest Site Visit Ever

Once again, the banking sector is improving

Biggest Distressed Debt Investor Marks Europe After 22 Years of 19% Return

Complimentary Berkshire Hathaway Analysis Available Now!

All revenue is not created equally

Buffett on How to Evaluate an Acquisition – Seeking Alpha

An early form of Securitization

ITEX: Intrinsic Valuation Simplified :Yes and No

Correction: How to Make More Returns on REITs

Insider Weekends – June 17, 2011

Hilltop Holdings – holding on to a hill of cash

China investors: beware of inequality – By Edward Chancellor

Shiller Sees ‘Substantial’ Probability of Recession

Euro Strengthens on Possible Aid Deal

Autologic is case study in value destruction
Hedge funds target Yankee stadium parking bonds [Bloomberg]

Private investor apathy must stop

Baupost Group Shows Position in Gabriel Resources (TSE:GBU)

Cablevision Board Approves Spinoff Of AMC Networks; Date Set

Chasing Your Tail Risk

Universal Security Instruments: In Disguise

Profiles on some big mutual fund managers [Bloomberg]

Munich Re — My Value Idea Contest Submission

Option traders most bearish since 2009 bottom [Trader’s Narrative]

Post Re-Org Equities: Russell 1000/2000 Index Changes

iSOFT – Using John Paulson’s Merger Arbitrage Checklist —

Graceland and the Heartbreak Hotel need facelifts…

Will ‘Floating Rate’ Funds Really Float?

Bill Ruane’s “Meek Lamb” Mentality for Value Investing

Sino-Forest Says Top Shareholder Paulson Offers Advice After Stock Plunges

U.S. stock fund outflows hit 9-month high as more investors cash out

LightSquared Reaches 15-Year Sprint Deal That May Be Valued at $20 Billion

First-Loss Capital

3 Quick and Easy Valuation Methods to Use in Any Market

Job Losses = Job Creation

Picking Net-Nets: Why Retained Earnings Matter

Leave a Comment