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Portfolio Matters

Peter Boockvar Sees Stimulus as `Speed Bump' in Recovery February 9 (Bloomberg) -- Peter Boockvar, equity strategist at Miller Tabak & Co., talks with Bloomberg's Carol Massar about the potential impact of stimulus packages on the global economic recovery.   Play Watch

Donald Yacktman Would Rather Hold Coca-Cola Than Gold February 9 (Bloomberg) -- Donald Yacktman, chief investment officer at Yacktman Asset Management Co., talks with Bloomberg's Carol Massar about his investment strategy.   Play Watch

Shah Says Buy Carnival U.S. Shares, Short U.K. ADRs February 9 (Bloomberg) -- Sachin Shah, a special situations and merger arbitrage strategist at Capstone Global Markets LLC, talks with Bloomberg's Carol Massar about his investment strategy for shares of Carnival Corp.   Play Watch

Howell Discusses 'Frontier Market' Investing: Video  February 9 (Bloomberg) -- Andrew Howell, a strategist at Citigroup Global Markets Inc., talks with Bloomberg's Margaret Brennan about his investment strategy in so-called frontier markets.   Play Watch

Gartman Says Don't Be `Aggressively Long' in Stocks February 9 (Bloomberg) -- Dennis Gartman, an economist and editor of the Gartman Letter, talks with Bloomberg's Betty Liu about the outlook for the equity market.   Play Watch

CCLA's Bevan Recommends U.S. Engineering Stocks, Reckitt February 9 (Bloomberg) -- James Bevan, chief investment officer at CCLA Investment Management, talks about the impact of European sovereign debt concerns on equity valuations.   Play Watch

BOC International's Lok Discusses Hong Kong Stocks February 9 (Bloomberg) -- Anthony Lok, Hong Kong-based head of research at BOC International Holdings Ltd., talks with Bloomberg's Susan Li about his investment strategy for Hong Kong stocks. (Source: Bloomberg)   Play Watch

Lok Sees Opportunity in Discounted Bank Share Placements February 9 (Bloomberg) -- Anthony Lok, Hong Kong-based head of research at BOC International Holdings Ltd., talks with Bloomberg's Susan Li about his investment strategy for Hong Kong stocks. (Source: Bloomberg)   Play Watch

Exane BNP's Nabarro Likes Novartis, Deutsche Telekom February 8 (Bloomberg) -- Willem-Mark Nabarro, head of European equities at Exane BNP Paribas Ltd., talks with Bloomberg's Susan Li about his investment strategy for European stocks.   Play Watch

Exane BNP's Nabarro Discusses European Stocks, Strategy February 8 (Bloomberg) -- Willem-Mark Nabarro, head of European equities at Exane BNP Paribas Ltd., talks with Bloomberg's Susan Li about his investment strategy for European stocks. (This is an excerpt of the full interview. Source: Bloomberg)   Play Watch

Desbarres Says Dollar May Dictate China's Yuan Policy February 8 (Bloomberg) -- Olivier Desbarres, a currency strategist with Credit Suisse Group AG, talks with Bloomberg's Haslinda Amin about the outlook for global currencies including the Chinese yuan.   Play Watch

Mine Life's Wendt Says Oil May Rise Above $100 by 2011 February 8 (Bloomberg) -- Gavin Wendt, senior resource analyst at Mine Life Pty, talks with Bloomberg's Haslinda Amin about his forecast for crude oil prices.   Play Watch


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