The first installment of the Barron's Roundtable is now available. It is one of my favorite features in the financial press, and largely inspired me to launch Controlled Greed in April 2005.
This first installment begins with every participant offering their views of the economy and the stock-picking investment landscape at large. So you get a taste of where everyone on the panel is coming from.
Then Barron's moves on to the stock picks of two panelists, one of whom is Scott Black -- an interesting value guy who you may also see from time to time on Bloomberg TV.
For me, the Barron's Roundtables are interesting for the big picture views of Felix Zuluaf and Marc Faber. The stock picks of Meryl Witmer, Scott Black and Oscar Schafer. And the big picture AND picks of Fred Hickey. And I also think Bill Gross is an interesting guy, and worth reading. The only thing is (and this is no slam on Gross), I hear so much about him during the year -- like Mario Gabelli -- that you know his thoughts before reading the Roundtables (at least for the most part).
Contrast that with Meryl Witmer, who I don't think I've ever read (much less seen) in anything other than these annual Roundtables.
Speaking of Witmer, here's part of what she says in the linked article:
We see the economy perking up in the U.S. According to ISI Group, state income-tax and sales-tax receipts are up, so people are getting jobs and spending money. Companies are willing to spend again, and in certain industries they are adding to capacity. But that doesn't mean stocks are cheap, because stocks have moved up a lot. The market looks pretty fully valued, and may have little upside from here in the near term.
Check out the whole thing -- this week and the weeks to come.