The Wall Street Journal – Lookahead: Yield Signs
By ANNELENA LOBB June 2, 2007 After this week's deluge of economic data, next week should be much quieter, which means stocks might continue their runaway rally – though bond…
Bargains Everywhere – as quoted in Barron’s – August 21, 2006
The time investors spend on determining bull or bear can [be] better [spent by] capturing the moves in the right areas. A bear market in one sector, region - or…
As quoted in Barron’s – March 31, 2003
We would limit any new fixed-income investments to either select high-yield positions, or inflation-protected bonds (TIPS). TIPS currently have a very low breakeven inflation rate versus Treasuries, meaning that inflation…
As quoted in Barron’s – March 03, 2003
The first eight weeks of 2003 continued the three-year trend of rewarding those investors who look outside the box and avoid following the consensus. Our strategy going into the new…
As quoted in Barron’s – September 23, 2002
We didn't expect a recovery from last year's tragic events so quickly late in 2001, and our feelings are the same for the balance of 2002. It would be great…
As quoted in Barron’s – April 08, 2002
We feel that the market will still be a matter of the haves and the have-nots. The real companies with solid balance sheets and cash flow will find [enthusiastic] buyers,…
As quoted in Barron’s – May 28, 2001
Just as the Internet was the catalyst that started the mania for technology stocks, California's energy woes seem to be the catalyst for stocks like Calpine. Calpine is seemingly on…
As quoted in Barron’s – August 21, 2000
The dollar has done well in comparison to the euro and yen, with further gains expected over the shorter term. We expect the euro to strengthen into next year, and…
Alan-B.-Lancz-Money-Manager-Interview-The-Wall-Street-Transcript-Edited-5_19_2020
Alan-B.-Lancz-Money-Manager-Interview-The-Wall-Street-Transcript-Edited-5_19_2020Download
As quoted in Barron’s – October 11, 1999
Back in 1990, the Persian Gulf War was a much-anticipated "negative" event in which everyone realized the exact date the war began (and with stock prices at depressed bargain levels),…