The Art of Investing: Forbes
A few weeks ago (May 16, 2006), I did an interview with Bob Lenzner, National Editor of Forbes. (He calls me one of the "Grizzliest forecasters" out there).
If you don't know him, Lenzner is old school. He is not the typical TV interviewer. He is a crusty old timer who's seen it all and asks tough smart questions. He has no patience for bullshit. He sees through all the spin and calls it as he sees it. Guys like this are too few and far between.
Anyway, here's a 3 parter where we round up the usual suspects.
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Video:
Part I: Awaiting The Sell-Off
(why do I always look stoned in these clips?)
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Part III: Bearish on Big Cap Tech
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Note: Some of the video is glitchy; I had to reload the web pages to get the video to load, or launch it separately in Real Player.
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Source:
StreetTalk With Bob Lenzner
Money & Investing
Robert Lenzner and Rebecca Eskreis
Forbes.com, 05.29.06, 6:00 AM ET
http://www.forbes.com/markets/2006/03/03/
robert-lenzner-streettalk-cx_streettalklander.html
Monday, June 05, 2006 | 11:15 AM | Permalink
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Yet again, I'm reminded of why I'm drawn to this site. The discussion of COP and BP sounded like what I've been telling clients for the last year. If I can choose between big oil companies @8-10x earnings or big cap tech @ an average of nearly 40x earnings, which one do you think I'm gonna choose?
Barry, one of the things I'm especially curious about is the finer points of how you define a trend.
Posted by: Bynocerus | Jun 5, 2006 12:55:13 PM
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