Wednesday, April 09, 2008
Forbes Roundtable Discussion
About once every quarter, the Forbes Investors Advisory Institute hosts a roundtable discussion with some leading investment strategists and portfolio managers. Wally Forbes moderated one such discussion last night at Forbes headquarters. Panelists included Barbara Marcin of GAMCO, Mike Holland of Holland & Company, Joe Battipaglia of Stifel Nicolaus, Rich Peterson of Thomson Financial, and me. Most participants were bearish about the economy. Views on the stock market, however, were more varied with some being bullish and others expecting only mediocre returns at best for quite some time. The Forbes video department filmed the discussion and expects to post highlights on Forbes.com within a few days. We also expect to prepare a transcript for subscribers to the Forbes Growth Investor and Special Situation Survey investment newsletters. They will be notified when it is ready.