I was thinking of posting about the second installment of the Barron's 2010 Roundtable, but decided not to for two reasons.
First, because the most interesting panelist in this installment was Marc Faber. And he's staying with themes and picks he's been with for some time -- and quite profitably, too. If you're an admirer of Faber and follow him, chances are you're catching him on Bloomberg and CNBC (at least in Asia), and reading him on links provided by LewRockwell.com, among others. (Then again, you may be a subscriber to his newsletter.) There's not the urgency to read his thoughts in the annual Roundtble like there is with Meryl Witmer or Felix Zulauf. Though please don't let me discourage you. Read him by all means.
The second reason is that I wasn't struck by anything the other panelist offered up. Scott Black and Oscar Schafer are good stock pickers (Schafer likes Yahoo!). Perhaps their ideas will marinate in my mind and spark my interest later on. Just not now.
Next week we should see picks by Witmer, Fred Hickey and Bill Gross.
Witmer is among the very best value stock pickers anywhere. And Fred Hickey is something of a value player/contrarian. He's been riding the gold bull market for almost a decade now. And, with my exposure to the sector, I'll pay close attention to his view of gold -- both the metal itself and gold mining stocks.
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