My Comments: Erik Conley’s blog has roughly 6,282 followers. I can only dream of having that many. This blog post of his summarizes Barron’s Big Money poll. He also says “…Big Money doesn’t necessarily mean Smart Money”.
by Erik Conley / April 29, 2019
I’ve been an avid reader of Barron’s magazine since the early 1980s. Like all great publications, the quality of their journalism has slipped a bit over the decades, but that’s mostly down to a need to survive in a world of eyeballs and clicks. So I don’t blame the editors for dumbing things down a bit.
The Big Money poll is a semi-annual survey of investment managers who have big chunks of money under their control. This by itself doesn’t mean that the opinions they express are any better than yours or mine, but it does represent a fairly large swath of the upper echelons of wealth management. Take these opinions with a grain of salt.
I boiled down Barron’s findings into what I think is an easy to digest list of estimates, predictions, and preferences. In the hope that Barron’s doesn’t sue me for copyright infringement, here is a link to the original article.
Without further ado, here is my summary of the results of the Big Money Poll.
I could comment on some or all of these opinions, but I’ll leave that up to you. If you look closely you will find some contradictions, and a few surprises.
Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.