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Portfolio Matters

Rogers Says He Holds `Massive' Short Positions on Euro March 19 (Bloomberg) -- James Rogers, chairman of Rogers Holdings, talks with Bloomberg's Andrea Catherwood about his investment strategy for the euro and the pound.   Play Watch

BlackRock's Landers Says Brazil IPO Prices Not Realistic March 19 (Bloomberg) -- William Landers, a portfolio manager at BlackRock Inc., talks with Bloomberg’s Tal Barak Harif about the outlook for the Brazilian initial public offering market.   Play Watch

Chan Sees Macau Gaming Stocks Gaining on Revenue Growth March 18 (Bloomberg) -- Gabriel Chan, an analyst at Credit Suisse Group AG in Hong Kong, talks with Bloomberg's Haslinda Amin about the outlook for Macau gaming stocks. (Source: Bloomberg)   Play Watch

Tang Remains `Cautious' on China Mobile Amid Competition March 18 (Bloomberg) -- Jim Tang, an analyst at Shenyin & Wanguo Securities, talks with Bloomberg's Haslinda Amin about the outlook for China Mobile Ltd.   Play Watch

Execution's Bensignor Is `Long' on Euro Versus Yen March 18 (Bloomberg) -- Rick Bensignor, chief market strategist at Execution Noble Ltd., talks with Bloomberg's Pimm Fox about the outlook for the U.S. dollar, euro and stock market.   Play Watch

Champine, Thwaites, McAlinden Discuss Retail Strategy March 18 (Bloomberg) -- Laura Champine, an analyst for Cowen & Co., Joseph McAlinden, a fund manager at Catalpa Capital LLC, and Christian Thwaites, chief executive officer of Sentinel Investments, talk with Bloomberg's Pimm Fox about their investment strategies for retail stocks.   Play Watch

Barry Knapp, Nick Calamos Recommend Technology Stocks March 18 (Bloomberg) -- Barry Knapp, the head of U.S. equity strategy at Barclays Plc, and Nick Calamos, co-chief investment officer at Calamos Asset Management Inc., talk with Bloomberg's Carol Massar, Julie Hyman and Adam Johnson about investment strategy.   Play Watch

Pimco's Moore Sees Opportunities in Emerging Markets March 18 (Bloomberg) -- James Moore, an executive vice president at Pacific Investment Management Co., talks with Bloomberg's Eduardo Thomson about the outlook for emerging markets and the U.S. dollar.   Play Watch

Bartels Says S&P May Rise to 1,230 After Breaching 1,150 March 18 (Bloomberg) -- Mary Ann Bartels, head of technical analysis at Bank of America Securities-Merrill Lynch Research, talks with Bloomberg's Carol Massar about the outlook for U.S. stocks.   Play Watch

Stewart Capital's Polley Likes CF Industries, Soquimich March 18 (Bloomberg) -- Malcolm Polley, chief investment officer at S&T Bancorp's Stewart Capital Advisors, talks with Bloomberg's Lori Rothman about the U.S. health-care industry and his stock picks.   Play Watch

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


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