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Portfolio Matters

O'Rourke Sees S&P 500 Above 1,200 in a Couple of Months March 18 (Bloomberg) -- Michael O'Rourke, chief market strategist for BTIG LLC, talks with Bloomberg's Betty Liu, Adam Johnson and Jon Erlichman about the outlook for the U.S. stock market.   Play Watch

Hancock's Welch Says Bank of America Shares `Attractive' March 18 (Bloomberg) -- Lisa Welch, who helps manage the John Hancock Regional Bank Fund, talks with Bloomberg's Betty Liu about the impact of financial regulation on the banking industry and her investment strategy for bank stocks. (Source: Bloomberg)   Play Watch

Becker Says FedEx's Express Revenue Better Than Expected March 18 (Bloomberg) -- Helane Becker, an analyst at Jesup & Lamont Securities Corp., talks with Betty Liu about FedEx Corp.'s third-quarter profit reported today.   Play Watch

McNamara `Bullish' on Wind Energy, Likes EDP Renovaveis March 18 (Bloomberg) -- Michael McNamara, an analyst at Jefferies International Ltd., talks with Bloomberg's Erik Schatzker about the outlook for wind energy and his investment strategy in alternative-energy stocks. (Source: Bloomberg)   Play Watch

State Street's Reilly Likes Asian Currencies in 2010 March 18 (Bloomberg) -- Bernard Reilly, Asia-Pacific head for State Street Global Advisors, talks with Bloomberg's Haslinda Amin about his investment strategy for Asian stocks and currencies.   Play Watch

State Street's Reilly Discusses Global Economy, Markets March 18 (Bloomberg) -- Bernard Reilly, Asia-Pacific head for State Street Global Advisors, talks with Bloomberg's Haslinda Amin about the outlook for global financial markets and his investment strategy for Asian stocks, exchange-traded funds and currencies. (This is an excerpt of the full interview. Source: Bloomberg)   Play Watch

Aegon's Fraser Sees `Watered Down' European Bank Rules March 17 (Bloomberg) -- Stuart Fraser, head of European equities at Aegon Asset Management, talks with Bloomberg's Rodney Jefferson about capital rules being imposed on European banks.   Play Watch

Taifook's Lee Prefers China Unicom Over China Mobile March 17 (Bloomberg) -- Alex Lee, an analyst at Taifook Securities in Hong Kong, talks with Bloomberg's Susan Li about the outlook for China Mobile Ltd.'s financial results and competition with China Unicom (Hong Kong) Ltd. (Source: Bloomberg)   Play Watch

ANZ Bank's Clear Says Bulk Commodities in `Sweet Spot' March 17 (Bloomberg) -- Geoff Clear, head of Asia commodities at Australia & New Zealand Banking Group Ltd. in Singapore, talks with Bloomberg's Susan Li about his investment strategy for global commodities.   Play Watch

Kotecha Sees Japan Shifting Towards `Weaker Yen Bias' March 16 (Bloomberg) -- Mitul Kotecha, head of global foreign-exchange strategy for Credit Agricole CIB, talks with Bloomberg's Haslinda Amin and Patricia Lui about the outlook for Bank of Japan monetary policy and its impact on the yen.   Play Watch

Stephen Weiss Discusses `The Billion Dollar Mistake' March 16 (Bloomberg) -- Stephen Weiss of Leerink Swann & Co and author of "The Billion Dollar Mistake" talks with Bloomberg's Pimm Fox about learning from the investment mistakes of others. (Source: Bloomberg)   Play Watch

Henssler's Parrish Says U.S. Industrials to Lead Market March 16 (Bloomberg) -- Ted Parrish, director of investments at Henssler Financial Group, and Michael Gurka, trader for Global Asset Strategist at Neural Markets LLC, talk with Bloomberg's Carol Massar about the performance of the U.S. equity market and investment strategy. (Source: Bloomberg)   Play Watch


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