Landor Cap: Be Incredibly Selective
from Market Watch Hosted by BFM Media
Dodge O Dorland, Chairman and CIO of Landor & Fuest Capital Managers, New York gave us his views on who would be the next IMF leader. If favourite French Finance Minister Christine Lagarde were to win, it'd be a relief at this point. Where LinkedIn Corp's recent IPO's concerned, the stock could go higher if LinkedIn emulates Google's reporting in 2004. Watch Yandex, Russia's largest online search engine IPO next week. He also talked about Glencore's lukewarm debut in London last Thursday, and what it implies for its Hong Kong debut this week. He told us what he expects for US economic data; overall a little bit more cautious. On how investors should trade, he says to be incredibly selective-plenty can be lost at this stage of the bull market. Would look for REITS in the Office, Residential and Retail space, Accessories and Luxury Goods. Would avoid Agricultural Products, Metals & Mining, Gold.
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