U.S. Treasury Secretary Timothy F. Geithner discusses the escalating crisis in Greece and steps European authorities can take to strengthen the bank balance sheets. He tells Wall Street Week’s Jeff Salkin that Europe has the reources to deal with any developments. Mr. Geithner spoke at a meeting of the Greater Baltimore Committee. He also addresses the multi-billion dollar trading loss at JPMorgan Chase & Co.
John Reese, founder of Validea.com and Validea Capital Management, tells Wall Street Week’s Al Berkeley how he uses the past writings of legendary investors to generate stock picks today. Mr. Reese is also the author of the book, “The Guru Investor: How to Beat the Market Using History’s Best Investment Strategies”.
In Part Two of the video (below) Mr. Reese discusses four current picks coming from his Warren Buffett and Peter Lynch models. ...
Sanjay Shrestha, Alternative Energy and Infrastructure Analyst for Lazard Capital Markets, speaks with Wall Street Week’s Al Berkeley. Mr. Shrestha breaks down the alternative energy sector into four verticals: power generation, grid infrastructure, energy efficiency, and transportation solutions, which includes advanced “start-stop” batteries. Shrestha says one well-known industry participant is trading at a historically attractive valuation and he sees higher multiples ahead.
In Part Two of the video (below) Mr. Shrestha discusses two other names in the energy efficiency theme where he sees a “great buying opportunity.” He also discusses solar stocks. They’re not for everyone, he says, but he’s recently added coverage and a buy rating on one solar power firm. ...
Brian Klein, MD, a biotechnology analyst with Lazard Capital Markets, discusses the outlook for the sector with Wall Street Week’s Jeff Salkin. Dr. Klein points to promising research in several areas, and discusses one pick where he sees 100 percent upside to his target price.
In Part Two of the video (below) Dr. Klein discusses his ratings on other firms, including a buy recommendation on a firm making progress against a troublesome side effect of many pain medications. He also explains how individual investors might approach the sector. ...
Mark Hillman, President and Chief Investment Officer of Hillman Capital Management, tells Wall Street Week’s Jeff Salkin about the five factors that help him identify companies with sustainable long-term competitive advantages.
In Part Two of the video (below) Mr. Hillman discusses what he sees as the cheapest stock in a “dramatically undervalued” sector. ...
Financial Advisors, Fixed Income, International
Thoele: Three Things For Investors To Consider This Week
Wall Street Week Contributor Chuck Thoele, Managing Director at Robertson, Griege & Thoele in Dallas, offers a market navigation update, along with his thoughts on current opportunities in equities and fixed income. Mr. Thoele was named by Barron’s to its list of the Top 100 Independent Financial Advisors.