Go to the Globe and Mail homepage

Jump to main navigationJump to main content

Globe Investor

Inside the Market

Up-to-the-minute insights
on developing market news

Entry archive:

Index investing usually beats active managers, but Larry Sarbit is one of the few who often comes out ahead.
Index investing usually beats active managers, but Larry Sarbit is one of the few who often comes out ahead.

Inside the Market

Q&A: Value investor Larry Sarbit reveals his latest U.S. stock picks Add to ...

For this week's live discussion at Inside the Market, we were joined by Larry Sarbit, money manager for the IA Clarington Sarbit U.S. Equity fund.

When we last checked in with Mr. Sarbit two years ago - a manager well known for sitting on large cash positions - he was aggressively loading up on U.S. stocks. That strategy was well-timed. Now, he will share his latest outlook on the market and provide his ideas on some of the stocks that may still be going for a bargain even after the Dow's journey into record-high territory.

More Related to this Story

The manager looks for companies with a competitive advantage that can generate lots of free cash, have a recurring revenue stream and don't require constant infusions of capital. Over time, Mr. Sarbit's funds have beaten or came close to outpacing benchmark U.S. index after fees. (For more details, see our 2011 profile here.)

Mobile users may want to click here for an easier-to-read format.

Follow on Twitter: @eyeonequities

 
  • AAPL-Q
  • SPX-I
  • COMP-I
  • DJIA-I
Live Discussion of AAPL on StockTwits
More Discussion on AAPL-Q
Live Discussion of SPX on StockTwits
More Discussion on SPX-I
Live Discussion of COMP on StockTwits
More Discussion on COMP-I
Live Discussion of DJIA on StockTwits
More Discussion on DJIA-I

For Globe Unlimited Subscribers

Business videos »

Most popular videos »

Highlights

Most Popular Stories