Ghriskey of Solaris: Stocks in `Bottoming Process’: Video

Ghriskey of Solaris Says Stocks in `Bottoming Process’: Video                                             

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Ghiresky

Timothy Ghriskey, who helps manage $2 billion as chief investment officer at Solaris Asset Management, talks with Bloomberg’s Carol Massar in New York about Lehman Brothers Holdings Inc.’s share sale, the outlook for stocks and his investment strategy, including the recommendation of Alcoa Inc., Assurant Inc. and Union Pacific Corp. Bloomberg’s Erik Schatzker and Julie Hyman also speak. (Source: Bloomberg)   

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Source:
Ghriskey of Solaris Says Stocks in `Bottoming Process’: Video
Bloomberg, April 1 2008
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aNJTc4ZFU6Ns

What's been said:

Discussions found on the web:
  1. Jim Hancock commented on Apr 3

    “Mark to market is the cause of market problems.”

    “Write downs are good …it means the banks are fixing things.”

    “We have low valuations right now.”

    “We see a turnaround in 6 to 9 months.”

    Is this guy a liar or is he stupid?

  2. lurker commented on Apr 3

    probably both. is this the dude who ran a couple of Dreyfus funds into the ground not that long ago, i mean, who used to manage mutual funds…I think a person’s track record should appear next to their talking head in the spirit of full disclosure along with their top five positions in real time. would be hard to find folks to chat wouldn’t it?

  3. Egg commented on Apr 3

    He also just went “yep, uh-huh” when she mentioned “all that cash on the sidelines”. To me that says he isn’t in the habit of doing much critical thinking. In fact the whole interview might be characterized as “attitudinizing” (thanks to Barry’s post on BoingBoing’s cleverly written moderation policy for that great word). In other words, lots of opinions, not much justification.

    Of course, that doesn’t mean he’s wrong. It just means we should all move on to the next data point.

  4. Mephisto commented on Apr 3

    Is there a site that collects and records all current shill calls?

    I’d make one, but I don’t have access to everyone’s research.

  5. Matt M. commented on Apr 3

    Lurker….Your’re not kidding on the track record comment…. 98% of TV guests would bail out if the network was going to show their actual returns or historical comments.

  6. BG commented on Apr 3

    You know it strikes me as amazing that all that the Fed has done since last August, the market (DOW) is only ~9.5% off its all-time high!

    If you did not have access to the markets, you would think they would be down 30, 40 or 50 percent. We’re down less than 10%. As you know, that’s (s/b) nothing!

    This proves the use of leverage is wildly out of control.

  7. David Merkel commented on Apr 3

    Tim Ghriskey has a good record, and he is an honest guy. I don’t agree with him on this, but I would be careful about tearing him down.